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  • Processing transactions without having received payment

    Hi,

    What is the Best Practice for working with Box Office event registrations with transaction types Invoice and Custom types other than Check where no payment has been made toward the registration? If the opportunity is configured in setup to not create opportunities for those Transaction types, on receipt of the payment an opportunity record could be created to reflect the registration as having been paid? Rather than allow the system to create multiple opportunity records for each ticket in a package, pay with one transaction? Pros and Cons for both ways please.

    Thanks

  • #2
    Hi, a response here would be outstanding.

    Thanks

    Comment


    • #3
      Good day!

      The new 4.1 release allows you to process payment for any registration that has been done using invoice, purchase order, or custom payment type.

      It is a feature already.. no special consideration.

      Just go to the registration and click on make payment button. All will be done automatically for you.

      Please see the release notes: http://forums.clickandpledge.com/for...ly-integration

      see slide 3.

      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

      Comment


      • #4
        This is a great feature but it only has options to pay with Credit Card or eCheck. Is there some place to configure more payment types, such as Check?

        Thanks

        Comment


        • #5
          Hi. any update?

          Comment


          • #6
            Good day!

            To make a payment for a "custom payment" registration the methods available are only those that can be settled, namely credit card and eCheck. You cannot use Custom Payment Type to settle a registration that has used Custom Payment Type. It becomes circular.

            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

            Comment


            • #7
              So, is that a bug that will be fixed. We have processed many payments using invoice, purchase order and check payment types expecting to be able to apply payments with check or credit card.

              Above you stated : [COLOR=#6A6A6A !important]12-21-2015, 01:50 PM[/COLOR]


              Good day!

              The new 4.1 release allows you to process payment for any registration that has been done using invoice, purchase order, or custom payment type.

              It is a feature already.. no special consideration.

              Just go to the registration and click on make payment button. All will be done automatically for you.

              Please see the release notes: http://forums.clickandpledge.com/for...ly-integration

              see slide 3.

              Hope that answers your question,.

              Thank you


              Comment


              • #8
                Good day!

                This is not a bug - this is not a feature.

                The re-payment is only allowed for payments that may be settled. Allowing custom payment type to pay for another custom payment type will create perpetual payment for a single registration.

                At this time this is not the feature.. we can consider it for a future release.
                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

                Comment


                • #9
                  I'm primarily talking about custom payment type (check) to settle invoices or purchase orders. How can that be processed when we see only credit card or eCheck for payment types?

                  Thank you

                  Comment


                  • #10
                    Good day!

                    Custom payment type cannot be used to settle a registration. If you wish to use custom payment type to settle an existing registration, the only solution is to delete the previous registration and register the person again using the custom payment type you have now.

                    If you want to deposit the check through our system then use eCheck and enter the bank routing number, account number, etc. and that will be process the payment using the payment engine. To settle an existing registration that was done using invoice, purchase order or custom payment type the ONLY acceptable payment methods are credit card or eCheck.

                    As I stated before you cannot settle an existing registration with custom payment type.
                    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

                    Comment

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