Updating Opportunities for overnight payment processing

Owned by Posimente
May 23, 2023
2 min read

This article address the scenario where you have an existing Opportunity and you wish to update it with payment details i.e. a new payment source and move it to the correct opportunity stage so it gets picked up by the overnight batch to be processed at the payment gateway.

 

  1. In Opportunities tab 

  2. Choose which Opportunity you want to edit its Payment Source

3. Under ProntoPayments Information, edit Payment Source. You can 'Search Payment Sources' if there is an existed one or create new Payment Source by clicking 'New Payment Source'. Then click save.

 

4. To include this in overnight batch, follow these conditions and update the Opportunity

  • Stage should be equals to Pledge

  • Batch Process Payment is ticked

 

NOTE: Ensure that the Opportunity's Payment Transaction is not equals to SUCCESS to avoid double charging.