Add a multi-reason payment
When a donor pays a single sum that must be distributed across multiple destinations (for example: a donation pledge + a free top-up for the cash register), the multi-reason payment lets you record everything in a single operation with a single overall tax receipt.
Concrete example
David Cohen gives you a check of 500 €:
- 300 € to honor his donation pledge for the annual gala
- 150 € for the "Hall Renovation" fund
- 50 € for the main cash register
Instead of entering three separate payments, you enter a single multi-reason payment with this breakdown.
Procedure
- 1
Open the payments list
Payments module → All payments tab.
- 2
Click 'Add a multi-reason payment'
In the menu at the top right, select Add a multi-reason payment (different from the simple Add a payment).
- 3
Select the donor contact
Search and select the donor. If they don't exist yet, create them on the fly.
- 4
Enter the total amount
Indicate the total sum paid (in our example: 500 €).
- 5
Choose the payment method
Check, cash, transfer… as for a standard payment.
- 6
Add the allocations
Click Add a reason for each destination:
- Reason 1: Donation pledge → select the pledge → amount 300 €
- Reason 2: Fund → select the fund → amount 150 €
- Reason 3: Main cash register → amount 50 €
The total of allocations must be equal to the total amount entered.
- 7
Check the balance
Unisoft displays in real time the remaining to allocate. When it reaches 0 €, the form is complete.
- 8
Enable the overall tax receipt
Check Generate a tax receipt if necessary. The tax receipt will be issued for the total amount (500 €), with a detailed breakdown of reasons.
- 9
Validate
Click on Save. Unisoft creates the corresponding entries in each module concerned, and sends a single tax receipt to the donor.
Typical use cases
| Situation | Allocation |
|---|---|
| Main donation + free top-up | Pledge 80% + Main cash register 20% |
| Donation to multiple campaigns | Campaign A 50% + Campaign B 50% |
| Membership fee + voluntary donation | "Membership" form + Main cash register |
| Family registration for an event | Multiple forms (one per child) |
Effects in other modules
Once validated, each allocation line creates a distinct movement in its module:
- 300 € → appear in the donation pledge, whose remaining balance decreases
- 150 € → appear in the fund, which progresses towards its goal
- 50 € → appear in the main cash register
But in the payments list, you will see a single line of 500 € with the "Multi-reason" mention and the breakdown details accessible via the detail panel.
Limitations
- ❌ No partial refund: a multi-reason payment can only be refunded in full, not line by line.
- ❌ No allocation modification after validation: if you made a mistake on the amounts, you must delete and recreate the payment.