Hi all,
I'm doing research into how different fundraising CRMs store payment details -- check number, check memo, pay method (check, Visa, AmEx, etc.) -- as well as gift amount adjustments, like correcting a donation from the original entry of $75 to $50.
My current project has me working in Salesforce NPSP, and the Payment object is used for storing both payment details and adjustments. I'm actually a little surprised that there isn't a separate object to track gift adjustments, but it is what it is. As you can imagine, it gets a little tricky pulling a donation's check number or pay method, when we need to look at a completely different object for it. And when a gift adjustment is present, we face a 1-to-many relationship between the donation and its related payment records.
I'd like to suggest that payment details be moved to the Donation object instead, and that we use the Payment object to solely track gift amount adjustments. I seem to recall that my time using Blackbaud Raiser's Edge split those two elements into different areas.
That said, I'd love to hear from the community how different fundraising CRMs store this information. Appreciate the help!
Thanks!