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  • Manual Transactions

    Are Manual Transactions, such as cash or check, created in Salesforce posted to my Click and Pledge account? What if a check bounces?

  • #2
    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/

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