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How does C&P Handle Membership with NPO when Membership is paid by Installment

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  • How does C&P Handle Membership with NPO when Membership is paid by Installment

    I have an org running Non-Profit Starter Pack and C&P. We have situation where we want to use and installment plan (not a recurring payment plan) to allow the new member to pay for their membership via installment. For instance I pay for a $120 membership over 12 months in amounts of $10 per month.

    How does C&P handle this situation relative to the membership start date given that each installment will result in a new opportunity record related to a parent transaction? How can I insure that the membership start date is the date of the first opportunity and that it ends 1 year after the start date without being affected by the subsequent (remaining) transactions.

    Thanks

  • #2
    Good day!

    Where is the membership start date? Is this a field in the Contact record?

    We need to figure out exactly how the trigger is being done.
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    • #3
      Originally posted by Support.Department View Post
      Good day!

      Where is the membership start date? Is this a field in the Contact record?

      We need to figure out exactly how the trigger is being done.
      Yes. Membership is ultimately stored at the level of the Contact Record as a function of the Contact Role on the Opportunity which represents the membership in the NPO package. NPO triggers do the job (normally) of rolling up membership information to the Contact Record based on record type settings related to Opportunity. I was wondering if C&P's integration to NPO accounts for the situation that might occur when an individual purchases a membership via installment. Since the WID (or product SKU) will control the Opportunity Record type normally in C&P how does this work in Recurring Payment (Installment Situations).

      Tim

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