Announcement

Collapse

Information Needed

See more
See less

Custom Payment Type not available in Box Office

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Custom Payment Type not available in Box Office

    Hi,

    I was on the support hour yesterday and we talked about how to handle pledge/pay at the door type transactions. I think I figured out how to set a SKU that creates a status of pledged rather than posted. However, when I go into the box office I don't see the payment types I would need to make this work.

    From http://help.clickandpledge.com/custo...nformation-tab
    Payment Type: Payment methods to be offered for registration. The Box Office uses the payment methods used in the Virtual Terminal (C&P Settings > Virtual Terminal > Payment Methods.) You may only offer payment types that are active with your Click & Pledge account.

    I have a custom payment type we use there. Generally it's for entering checks, but I could also use it for some sort of not received functionality here. However, when I look in the box office I don't have a custom payment type option.

    The other thing I tried was putting a Custom Payment Type in on the basic information page. This appears on the public form though, and I don't want that.

    Help please?
    Mk

  • #2
    Good day!

    In the event you need to set the payment methods for the box office in the C&P Events.

    Click image for larger version

Name:	2293-BoxOffice-PaymentTypes.jpg
Views:	1
Size:	89.8 KB
ID:	15617

    Please let us know if you need 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

    Comment


    • #3
      That answers part of my question. I'm not allowed to use the word "Check" though, and it doesn't appear there. I don't want to use an eCheck processed through C&P - I just need something to denote a paper check we got in the mail.

      Comment


      • #4
        Good day!

        For now you can use Paper Ch.eck

        any variation that does not include the word check. Others have used: C H E C K (space in between)

        hope that helps.
        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

        Working...
        X