Payments and GAU Allocation Settings

Automatic Payment Creation

Some organizations choose to have payment records create every time an Opportunity is created. The payment will create for the full Opportunity amount. If the Payment is one of many, you can

schedule payments⁠

after the first is created by clicking on the Schedule Payments Action within the Payment Related list on the Opportunity.

⁠

Payment Mappings

NPSP allows organizations to map fields from the Opportunity to the Payment records. This applies to auto-created payments OR ones created through the

Schedule Payment⁠

Action.

If the organization chooses to not auto-create payments because they only want payments when the gift is made with multiple payments, can still benefit from this field mapping.

To create a Payment Mapping, click on “New Payment Mapping”

⁠

You must select the Opportunity field you want to map to the Payment object before corresponding payment fields will appear. Once selected custom fields of the same data type appear in the Payment Field area. In the example below, clicking on Acknowledgement Date made all the custom date fields on the Payment Object appear.

⁠

Default Allocations Settings

An organization can set a Default GAU Allocation. If someone enters data and forgets to enter a GAU Allocation, Salesforce can assign one by default. Below you will see the setting enabled with the Default Allocation being Operations. 👇 Refer to

General Accounting Units⁠

for information about this object and

Bulk Data Processing⁠

for information on automating a default allocation.

⁠

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.