Benefits not being applied from a recurring gift to the payment on the recurring gift

After adding a benefit to a recurring gift and making a payment on the recurring gift you may notice that the benefit is not applied to the payment on the recurring gift. This may cause issues with calculating the receipt amount of your recurring gift payment because the benefit is not attached to the payment
When a benefits are applied to a recurring gift the benefit does not transfer to each recurring gift payment. This is to allow the user to add specific benefits to each recurring gift payment.

If you would like to associate a benefit to a recurring gift payment then add the benefit by navigating to the payment record and clicking on the benefits tab.
  1. Open the recurring gift record
  2. Click the Arrow beside the recurring gift payment in the Activity tab
  3. Double click on the payment to open the payment record
  4. Click the Benefits tab
  5. Click Edit Benefits
  6. Enter Benefits needed
  7. Click Save
 
 

Steps to Duplicate

  1. Create a recurring gift on a constituent's record
    1. Click add a recurring gift on a constituent's record
    2. Configure the recurring gift's amount, designation, schedule, and payment information and click save
  2. On the recurring gift record click on the benefits tab and click edit benefits
  3. Add your benefits and click save
  4. Add a payment to the recurring gift from the constituent's record
  5. Go to the payment record and click on the benefits tab and notice that there is no benefit there

Environment

 Altru Arts & Cultural

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