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Payment method does not populate on the Payment in Salesforce

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  • CnP.LiveSupport.AB
    replied
    Dan,

    It sounds like you may be confused by the NPSP Payment Object's Payment Method field- please clarify if we are misinterpreting.

    C&P's Donor Management app (aka Payment as a Service) only creates the Opportunity record. The Payment record that is automatically created for the Opportunity is created by your NPSP app, not ours.
    The Opportunity record has a field called C&P Payment Type, which may or may not be part of your Opportunity layout.

    To update the Payment Method on your Payments, you should use the value of the Opportunity's C&P Payment Type to inform the value of the NPSP Payment's Payment Method field.

    For your reference: Donor Management with Salesforce: Donor Management and NPSP

    Click image for larger version

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  • dan@buffalo.com
    replied
    Hi,

    All the payment records for the event have blank payment methods, whether they were paid by Credit Card or Check.

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  • CnP.Support.AM
    replied
    what do you mean by "none of these show up on the Payment records in Salesforce" where you are expecting that to appear?

    Leave a comment:


  • dan@buffalo.com
    replied
    Hi. In Basic Information I've selected Credit card and Visa, Master Card, Discover and Amex. I also have a Custom Type of CHECK. Yet none of these show up on the Payment records in Salesforce. What can I do to insure the methods get to Salesforce Payments?

    Leave a comment:


  • CnP.Support.AM
    replied
    Good day @[email protected]

    The payment methods can be selected in Basic Information under the respective Event. Please review the following KB article: http://help.clickandpledge.com/custo...ticles/1485333

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  • Payment method does not populate on the Payment in Salesforce

    Hi, How do I get the payment method to appear on the salesforce payment for event registrations? Thanks.
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