Information Needed

See more
See less

Setting up Invoice as a custom payment type in new release

  • Filter
  • Time
  • Show
Clear All
new posts

  • Setting up Invoice as a custom payment type in new release

    I understand that Invoice has been removed as a standard payment type in the new release. How do you set up a custom payment type of invoice so that the opportunities don't show up as paid?

  • #2
    And I've lost my CHECK payment in the new release. It used to be a selection next to the Credit Card, still is in the preference settings, but it's not in the Box Office.
    Meanwhile, the HEADER has disappeared from Box Office. How do I get it back?


    • #3
      Good day!

      The ACH has not been removed. Please go to the EVENT > DEFAULT SETTING for the box office and see if you have it checked.

      We do not have access to your account so we cannot check your instance. If you grant us access we can check.

      Click image for larger version

Name:	version.jpg
Views:	13
Size:	49.1 KB
ID:	24486

      and we are not sure what you mean by "header has disappeared". Please elaborate.

      You have also stated that you are up-to-date but the instance we checked seems to be not up-to-date. Please let us know the Salesforce Org ID you are checking.
      Click & Pledge Support Department

      On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

      Join us @ the educational webinars:
      Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday:
      Are you on Salesforce? Join us at the Power of Us Hub: