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combine payments for one registration

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  • combine payments for one registration

    When someone signs up for an event in click and pledge for a family of 4, the payments come through to salesforce as 4 separate payments. Is there a way to get the payments to merge as one under the main registrant? for example someone just signed up for herself, husband and 2 kids - total of $84 but on her page it has $24, $24, $18, $18 all separate payments.

  • #2
    Good day!

    I am sure you are referring to Opportunities as "payment". Opportunity is designed to be items and that is how it has been designed in our system. Each registration is a ticket and a registration and as such it is itemized so it can be tracked.

    We have come up with a feature in release 10, due out next year, where you may set the opportunity to follow SKU's. In that design you may set a family of SKU's to merge together as one while others stay independent. For example in event you may want the sponsorship to be a single opportunity and each level be combined into one opportunity, etc.

    For now the only way to combine opportunities is to use Opportunity > Product but that is a more fundamental decision since it may affect your entire process. It is not recommended to switch to Opportunity > Product just for this reason.

    Sorry that I cannot be of more help. Next year with the new feature you will be able to do what you want.
    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
      Has the feature been added since this post to allow the combination of all opportunities under one registration to be combined? The goal would be for all attendees under a registration to be added as a campaign members of the campaign associated with the event, and a single opportunity, representing the full payment by the main registrant, to be added to that same campaign representing the full payment.

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      • #4
        Version 10 is yet to release. It is the same for now and the only solution is as specified above.
        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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        • #5
          Thank you for your prompt response!

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