Multi-reason subscription
The multi-reason subscription allows a donor to settle several pledges simultaneously with a single monthly direct debit, by splitting the amount between them. It is simpler for the donor (only one direct debit per month on their account) and clearer for your statistics (each pledge moves forward in parallel).
The principle
A standard subscription attaches one amount to one reason. The multi-reason subscription attaches one total amount to several reasons, with an allocation:
Each month, the 150 € direct debit is triggered normally. On the Unisoft side, the child payment is automatically split: 100 € allocated to the Gala pledge, 50 € allocated to the Memorial pledge.
When to use multi-reason?
| Situation | Multi-reason suitable? |
|---|---|
| Donor with several open pledges they want to honor in parallel | Yes |
| Donor who wants one single direct debit visible on their bank statement | Yes |
| Donor who wants to pay a single pledge in installments | No — use a standard subscription |
| Donor who wants several separate direct debits on different dates | No — create several subscriptions |
| Free recurring donation without a pledge | No — use a standard subscription on the main cash register |
Creation procedure
- 1
Check that the pledges exist
All the pledges to honor must be created beforehand in the Pledges module, with the correct amount and contact.
- 2
Open the Recurring payments screen
Finance menu → Recurring payments (
/app/paiements/recurrent). - 3
Click on “Add a subscription”
- 4
Select the donor
The donor must have several open pledges for the multi-reason option to be relevant.
- 5
Choose “Donation pledge” as the reason
And enable the Multiple pledges mode (depending on the interface version, as a checkbox "Split across multiple pledges" or a "Add another pledge" button).
- 6
Fill in each pledge and its amount
For each pledge to honor:
- Select the pledge from the list
- Enter the monthly amount allocated
The total of the allocations must match the total monthly amount wanted.
- 7
Check the summary
Unisoft shows the sum of the allocations. Example:
Pledge Monthly amount Gala 2026 100 € Memorial 50 € Total 150 € - 8
Enter the number of installments
Calculated according to the largest pledge, or whatever suits the donor. For example 12 for 12 months.
- 9
Enable the tax receipt, choose the method and validate
Same as for a standard subscription.
Concrete example
David Cohen has two open pledges:
- Gala 2026: 1,200 €
- Cohen Memorial: 600 €
He wants to settle everything over 12 months. You set up:
| Pledge | Monthly amount | Total over 12 months |
|---|---|---|
| Gala 2026 | 100 € | 1,200 € |
| Cohen Memorial | 50 € | 600 € |
| Monthly total | 150 € | 1,800 € |
Each month, David is charged 150 € at once on his card. In Unisoft, the child payment is split automatically: 100 € to Gala 2026, 50 € to Cohen Memorial.
After 12 months, both pledges are fully honored and the subscription moves to Completed.
Tracking progress
You can check the progress of the pledges independently:
- From the Pledges module → the Gala 2026 pledge shows its remaining balance decreasing by 100 € each month
- Same for Cohen Memorial which decreases by 50 € each month
- From the Recurring payments screen → the subscription details show all direct debits, each with its allocation
Special cases
One pledge finishes before the others
If a pledge reaches zero before the other (rare but possible if the amounts are poorly calibrated), Unisoft:
- ✅ Continues the monthly direct debits at the total amount
- ⚠️ The portion allocated to the settled pledge can no longer be charged to it — depending on your configuration, it falls into the main cash register or remains unassigned
To avoid this case, calculate the amounts precisely when creating the subscription.
The donor wants to change the allocation
No modification is possible on an in-progress subscription. Procedure:
- Cancel the current multi-reason subscription
- Create a new multi-reason subscription with the new allocation
- The pledges keep their balance at the time of cancellation
The donor wants to add a new pledge to spread out
Two options:
- Cancel the current subscription + create a new one including all the pledges (recommended for staying simple)
- Create a second separate monthly subscription for the new pledge (two distinct direct debits will appear on the statement)
Best practices
- Explain clearly to the donor: "You will be charged 150 € on the 15th of each month at once, and we will allocate 100 € to your gala commitment and 50 € to your memorial commitment"
- Document in the comment: explicitly noting the pledges and amounts allocated makes future reviews easier
- Verify the totals: before validating, recalculate that (monthly amount × number of months) = total of the pledges to honor
Going further
- Subscriptions and pledges — case of a single pledge
- Create a subscription
- Add a multi-reason payment — one-off equivalent
- Pledges — overall management