Are Manual Transactions, such as cash or check, created in Salesforce posted to my Click and Pledge account? What if a check bounces?
Announcement
Collapse
Information Needed
To help us with upgrading your instance please make sure to:
See more
See less
Manual Transactions
Collapse
X
-
Dovid,
Credits & reversals will be added to the Transactions in a later release.
We recently added invoice & purchase to the Virtual Terminal and soon a different payment method titled: "Custom Payments" will also be added. With that option other functions such as reversals & credits will be added.Regards,
Click & Pledge Support Department
Join us @ the educational webinars: https://clickandpledge.com/webinars/
Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/
Comment