Announcement

Collapse

Information Needed

See more
See less

Payment on invoice

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

  • Payment on invoice

    Hello,

    Say we allow invoices as a payment method. Then, say we sell a ticket to an event using an invoice. When the customer finally pays the invoice and sends us a check, where do we apply the payment? This issue specifically arises when we sell a table and need to assign people, but the donor hasn't paid yet. So we invoice them; but then, again, how do we handle the actual payment? Thanks!

  • #2
    Good day @LewH

    I am bit confused. May I know what do you mean by "we allow invoices as a payment method"? because we no longer have "Invoice" and "Purchase Order" as payment method in the latest release.

    If you are referring to Custom Payment type then because of that reason we have an option to process the Credit Card or eCheck transaction within the Event. Please follow the steps below:

    click on the respective Event name> click on Registrations > click on "Name" of the Registrant > here you will find "Make Payment" button through which you may process the transaction with Credit Card or eCheck:

    If that doesn't answer your question, please elaborate your question little more so that we can better assist you?

    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
      Hi,

      So are you saying that with the Spring 2017 release, which we just installed, the invoice and P.O. are no longer available as payment methods for an event?

      Comment


      • #4
        Good day LewH

        No they are not as they were removed a while back. The Custom Payment type is a generalized method to do this. Simply go to the Default setting and set Custom Payment types and called them anything you want, e.g. Invoice.

        Custom Payment method is an extremely generalized payment option allowing you to name and add as many methods as you want to a form, e.g. Invoice, bitcoin, rocks, etc.

        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


        • #5
          OK, that's a relief! But now the question I was ultimately asking: If we choose a custom payment type, how do we register a payment by a donor against it? So, how does SalesForce (and QuickBooks, in our case, which is integrated with SalesForce) "know" that a donor made a payment to us with this custom payment type?

          Comment


          • #6
            Good day LewH

            If a transaction has not settled with a credit card or ACH then it may be processed again using the button on the registration.
            • Click on a Registrant
            • At the top you will see a button to process - this is only available if the transaction was not settled with a credit card or ACH.
            Click image for larger version  Name:	2017-04-28_8-34-36.jpg Views:	1 Size:	68.7 KB ID:	32450


            and if you scroll all the way down you will see the following:
            Click image for larger version  Name:	2017-04-28_8-35-41.jpg Views:	1 Size:	36.0 KB ID:	32451


            The log history shows the chain of payments. If you click and settle the transaction with a credit card it will show this as the log.

            You will be able to keep this information or delete it if you want when the payment button is pressed.

            Click image for larger version

Name:	2017-04-28_8-37-13.jpg
Views:	65
Size:	92.7 KB
ID:	32452

            Hope this 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


            • #7
              OK, this all sounds good and seems straightforward enough, Thanks for your help!

              Comment

              Working...
              X