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Help linking C&P papment as service to Auctions for Salesforce

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  • Help linking C&P papment as service to Auctions for Salesforce

    In my San Francisco Instance, I am able to add tickets, but get a warning that I am not tied to a payment processor. The tickets have been paid for through C&P Event Management, but I need the payment processor for check in and check out.
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  • #2
    Good day Kate,

    Based on your post I am reading:

    - Payments are already processed through the event
    - In Auction you just want to do check-in and check-out without processing the payment.

    I believe this may cause issues- if you connect this to C&P and process the payment as cash, it will create another opportunity. Is there anyway not to set up a payment in Auction so you simply state it is a free attendance?

    We have to make sure the person does not show double payments in their records.

    Any thoughts?
    Regards,
    Click & Pledge Support Department

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    • #3
      As a follow up post:

      We added Click & Pledge to your payment methods for the Auction so it will work now. You had not done the post-installation for auction and adding C&P as a gateway.

      It is important to make sure that your process does not create duplicate.

      Please let us know if we can be of any further assistance.
      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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