Payments and Payment Allocations
Creating a New Opportunity
When creating a new opportunity (no matter what record type) a payment will be created based on the:
- Amount, which will be the single payment's amount
- Close date, which will be the single payment's close date
- And the Do Not Automatically Create Payment button is unchecked
The Payment
- This will create a single payment
- With the payment amount
- And payment date
Payment Allocation
- The Payment will inherit the allocations of the parent Opportunity and create payment allocation(s) based on the way the opportunity is allocated.
- To the same fund
- And the proportional amount based on payments and allocation percentage
Important Note: A Payment cannot be deleted if it has any payment allocations associated with it!
Payment Deletion Error 1
If you try to delete a payment with a payment allocation associated with it you will either get the error above, OR the error shown below.
Payment Deletion Error 2
This error can occur in two ways, either you mark an opportunity as closed/lost and NPSP will attempt to delete any unpaid payments associated with the opportunity or you click the schedule payments button and NPSP will attempt to delete the already scheduled payment(s) to make room for the new scheduled payments.
Delete Payment Allocations
- In order to be allowed to delete payments, mark an opportunity as closed lost that has any unpaid payments, or reschedule payments you will need to go to each payment and delete all of it's associated payment allocations.
Multi-Payment Opportunities
If you know an opportunity is going to have multiple payments from the start, and in order to avoid extra work, you can click the Do Not Automatically Create Payment checkbox when creating the opportunity and you will avoid having to delete the auto-generated payment and payment allocation. Instead you can simply create the opportunity then click on the Schedule Payments button to create the multiple payments.