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  • Change intervals

    I need to increase the intervals of this pledge. How do i do that? and once i do that will is show up in salesforce?Click image for larger version

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  • #2
    You'll need to create a new recurring donation and use the card on file to get it started. The simplest way is to go to the C&P transaction record for the most recent payment in Salesforce, and click to "Process Similar Transaction". Then just add your donor again using Existing Patron, and opt to use the Card on File.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
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    • #3
      hello, I'm still getting stuck. I am trying to change intervals from 24 to 36. I followed your recommended steps in salesforce but got lost when you said " just add your donor again and opt to use card on file." please be specific and use screen shots to guide the way. Thanks.

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      • #4
        Good day @AlexSH

        As stated we don't have an option to change the interval of the recurring. All you need to do is cancel the existing recurring and set up a new one. To set up a new one you don't require to ask for the card information from the donor, you can use the "Card On File" option while setting up the new recurring with the desire interval period.

        Apart from the option to process a similar transaction as mentioned in the previous post, you can also set up a new recurring using Virtual Terminal as shown in the below images:

        Go to Virtual Terminal in Connect and set the Payment for, Unit, Amount...etc.

        Click image for larger version

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        In the Recurring section, enable the recurring and set the Recurring Type, Periodicity/interval..etc.

        Click image for larger version

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        Here in the "Billing Information" section, use the "Existing Patron" field and search for the contact and load it:

        Click image for larger version

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        Once you load the existing contact, at the "Payment Method" section, it will show you the "Card On File" option, select it, and process the transaction:

        Click image for larger version

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        Hope that helps. Please check and let us know if we can be of any further assistance.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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