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Amount Cannot Be Altered in Nonprofit Starter Pack/Salesforce

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  • Amount Cannot Be Altered in Nonprofit Starter Pack/Salesforce

    We cannot change/alter payments recorded in Nonprofit Starter Pack/Salesforce after someone makes payment through C+P. For example, we have a member who pays $500. Of this $500, $400 needs to be applied to 2014's membership and $100 needs to be applied to 2013's remaining balance. Can you suggest a solution or workaround for this?

  • #2
    Good day!

    I am not sure how we can do this. I can see this being done with the upcoming release 8.0 with allocations. That also creates a single opportunity and then allocations may be done through the GL.

    I guess what you need is to break the opportunity into 2 opportunities, one for $400 and one for $100.

    Please elaborate more so I can have a better understanding as to what you wish to accomplish- split the opportunity?
    Regards,
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