How to pay an invoice

[[email protected]]

I did not see enough in your documentation to know how to set up invoices properly. Can I get assistance setting up the page for the 'click to pay' button to lead to so that it will properly process a credit card payment and update the existing opportunity in Salesforce to Closed Won? Thanks

The two documents I had access to were:

https://support.clickandpledge.com/s/article/donor-management-with-salesforce-cp-invoice-settings

https://support.clickandpledge.com/s/article/donor-management-with-salesforce-invoicing

[CnP.Support.AM]

Good day @[email protected]

Ah, you were missing the C&P Invoice Policy KB article which is required to generate an invoice: https://support.clickandpledge.com/s...invoice-policy

Please review it and let us know if you face any specific issues.

[[email protected]]

I didn't include the policy documentation but I did have that already and was able to successfully get an invoice emailed. And when I click on the 'click to pay' button I'm taken to the salesforce site that I added in the settings. But there are no instructions describing how one pays the invoice. Is there a visualforce page provided with a payment form that we are supposed to add to the salesforce site? Are we supposed to iframe in a connect form? How will the payment form know to update the opportunity that was created by the invoice creation process to clossed/won?

[CnP.Support.AM]

Good day @[email protected]

Would you please grant us login access to your instance so that we can login and review it?

Looking forward to hearing back from you.

[[email protected]]

Sure thing. You have been granted access. Org Id is: 00D790000004dIL Since it's a sandbox feel free to create any test contacts or invoices that you need.

[CnP.Support.AM]

Good day @[email protected]

We reviewed the invoice and found that upon clicking on "Click to Pay" it is taking to the error page which is fixed now.

Please check and let us know if you find any issues.