The totals on my campaigns and the side bar widgets are not showing any donations, but there are donations listed on the fundraiser?
Make sure the "Create Opportunities" is checked on your Merchant Facility.
Please note - totals may take several minutes to update.
Peer-to-Peer roll ups use the Opportunity total for these roll ups, not the total amounts on the Payment Txns.
If you need to create Opportunities for existing Payment Txns, perform the following:
- Make sure the User that Authorised the Payments2Us App, has the Payments2Us Admin Permission Set, plus they also have the "Marketing User" checkbox on their user record selected.
- Stop/Starting the Batch Processor can sometimes help. If doing this, wait 10 minutes before checking for updates to see if that has made a difference.
- Check the "Create Opportunity" box on the Payment Txn is set. This is set as checked when the Merchant Facility, field "Create Opportunity" is checked.
- Check the Status on the Payment Txn. If this is "Error", then check the "Error Log - Payments2us" for any issues.
If you are sure the Payment has gone through and the Banked Payment is YES, then you can change the Status to "Receipting Complete". This will then go through the matching process and create an Opportunity record and go to Matching Complete. Do not remove other matched records such as Contact/Account/Etc