Assign a payment to multiple pledges
A donor sometimes settles multiple commitments in a single payment: a global check, a single transfer, a cash payment covering two or three pledges made at different times. Unisoft lets you split this payment across the different pledges, in a single operation, with a global tax receipt.
Concrete example
David Cohen has two open pledges in Unisoft:
| Pledge | Amount | Paid | Remaining |
|---|---|---|---|
| Gala 2026 — Main donation | €500 | €0 | €500 |
| Rosh Hashana — Honor | €300 | €0 | €300 |
He hands you a single check of €800 to settle both. You want to:
- Create a single payment of €800
- Split it: €500 on the Gala + €300 on Rosh Hashana
- Issue a single global tax receipt of €800
That is exactly what multi-reason payment lets you do.
Quick procedure
This operation is handled from the Payments module, which has a dedicated modal for multi-reason splitting.
- 1
Open the Payments module
Sidebar → Finance → Payments. Route
/app/paiements/list. - 2
Click 'Add a multi-reason payment'
Different from the simple Add a payment button.
- 3
Select the donor
Search and select David Cohen.
- 4
Enter the total amount
Indicate €800 (the total of the check).
- 5
Add the splits
Click Add a reason for each pledge to fulfill:
- Reason 1: Donation pledge → select Gala 2026 — Main donation → amount €500
- Reason 2: Donation pledge → select Rosh Hashana — Honor → amount €300
The total of the splits must match the total amount entered.
- 6
Check the balance
The remaining to split must reach €0.
- 7
Enable the tax receipt
Check Generate a tax receipt. The receipt will cover the global amount of €800, with a detailed split by reason.
- 8
Validate
Click Save. Unisoft:
- Creates the multi-reason payment
- Updates both pledges simultaneously (balance recalculated for each)
- Issues a single global tax receipt
👉 Detailed procedure and advanced options: Add a multi-reason payment
After validation
| Pledge | Before | After |
|---|---|---|
| Gala 2026 — Main donation | Paid €0, Remaining €500 | Paid €500, Remaining €0, status Settled |
| Rosh Hashana — Honor | Paid €0, Remaining €300 | Paid €300, Remaining €0, status Settled |
David receives one email with a single tax receipt of €800 that details both reasons.
Typical use cases
| Situation | Recommendation |
|---|---|
| Global check that settles 2-3 pledges | Multi-reason |
| Main donation + free top-up for the cash register | Multi-reason (mix pledge + cash) |
| Family paying for the father + the mother | Prefer two separate payments (different donors) |
| Online payment for two campaigns | Multi-reason |
Limitations to know
| Limitation | Detail |
|---|---|
| All pledges must belong to the same donor | Otherwise, create several separate payments |
| Same currency | Pledges must all be in the payment's currency |
| No partial refund | A multi-reason payment can only be refunded in full |
| No split change after validation | In case of error on the amounts, delete + recreate |