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Can Checks be processed as payment for registrations"

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  • Can Checks be processed as payment for registrations"

    Can you point me to some documentation that explains the process? Also for Pledged registrations.

    Thank you!

  • #2
    Good day @Jaydee,

    Yes it can.

    It is simple. You need to accept eChecks in the Basic settings of event. The following steps will guide you through.

    Event Settings:
    • Default: Enable echeck for the event & the box office
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    Once the default has been set, you will need to offer eCheck for any event that you want to offer it for. Please note that you may set each event independently:

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    Hope that answers your question.
    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
      I'm talk about checks that come in offline. Can you point me to where pledges are explained for Events?

      Thanks

      Comment


      • #4
        Good day!

        Events do not have "Pledge". C&P Pledge is a different feature and has its own tab.

        If you are talking about processing checks that you receive then you need to set up the "Custom Payment Type" in the Virtual Terminal or the Event settings. If you wish to simply deposit the checks and record it in Salesforce, the custom payment type is what you need.

        Example: http://help.clickandpledge.com/custo...ticles/2205261
        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
          HI jaydee and Support.Department I didn't see any reply after the support department posted the example. Was there a follow-up? I too have this issue where some donors will mail in a check for an event registration and I would like to record that information directly in C&P. I set up a custom payment type "Check received" but the only info I can record is "reference #." I'd like to record check number as well and for it to go into Salesforce as a check payment. Is this possible? Thank you

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          • #6
            Good day @Project Kesher,

            Sure.. the reference number is designed to be a generic field for any value to wish to save in reference to the custom payment type. In your case the reference number should be the check number.

            The box office is for this very purpose. Simply register the person you want and use custom payment type as the payment method. Make sure the custom payment type is set tin the Event > Default Settings > Box office settings.

            Hope that answers your question.
            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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