Knowledge Base

Donor Management with Salesforce: Quick Charge Form

With Click & Pledge Payment as a Service v 5.0 you can quickly process a credit card payment directly from a Contact screen. The transaction will use the order number from the original transaction to reprocess a transaction.

Dashboard

Quick Charge Form
Dashboard
To enable credit card processing within Salesforce, go to C&P Settings > C&P Account and enter your Click & Pledge Account information. To obtain your Click & Pledge Account information
  • login to your C&P Administrative system through https://portal.clickandpledge.com/
  • go to Account Info (upper right corner)
  • Under Your Profile tab, click on API Information


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