Sometimes a constituent makes a donation that is meant to go to different funds, campaigns, or appeals. Or, the constituent wants part of the donation to apply to a pledge or recurring donation. You can enter the donation as a split payment in Bloomerang CRM. A payment may be split up to ten times, and each payment has its own amount, fund, campaign, appeal, notes, custom fields, soft credits, tributes, and acknowledgement information.
Add Split Payments
When you receive a payment that is meant to be split, create a new donation in Bloomerang CRM:
From the constituent account, click the down arrow and select New Donation.
If the constituent has no active pledges, recurring donations, or memberships, select Actions > Split Payment.
If the constituent has active pledges, recurring donations, or memberships, select all that apply to this payment, then click Create Split Payment. On a recurring donation, select if the payment should be applied to a scheduled payment or added as an extra payment.
On the New Split Payment screen, on the Payment tab, enter the full amount of the gift and the payment method. Change the date, and add attachments as needed.
Click each tab and complete the information on each split:
On Donations, enter the Amount, Non-Deductible, Fund, Campaign, and Appeal.
On Pledge Payment, enter the Amount. The Fund, Campaign, and Appeal are inherited from the Pledge.
On Recurring Payment, the Amount is inherited from the Recurring Donation Schedule. The Fund, Campaign, and Appeal are also inherited from the schedule, but you can change them.
In the Acknowledgements section:
Select whether to send an acknowledgement right after you save this donation. Read more about this.
Important: If you use Journey Automation to automate email acknowledgements for donations, do not select to send an acknowledgement now.To attach a previous acknowledgement interaction to this donation, click the plus sign +. You can repeat this step to attach more acknowledgement interactions. Read more about this.
Add notes, custom field values, soft credits, tributes, or attachments as needed.
In the Online Payment Confirmation section, select which email to send as a receipt. You can select a different email receipt for each donation split. The receipt amount is the split total rather than the total donation total.
Note: The Online Payment Confirmation option is available only when you create a new split payment and have online payment confirmation emails enabled. You cannot select an email receipt if you edit an existing split payment.
To add a new split click the plus sign icon +.
To remove a split, click the split, then click Remove Split.
Click Save. The payment split payment appears on the constituent's timeline.
Convert a Payment to a Split Payment
Select the donation, pledge payment, recurring donation payment, or membership payment to be split.
Click Actions.
Select Split Payment. The Payment tab inherits the date, amount, and payment method of the original transaction. A tab appears for the original transaction and includes the original transaction details.
To add a new split, click the plus symbol icon +.
Adjust the details of each split.
Click Save.
Edit Split Payments
To edit a split payment:
Click the split payment on the constituent's timeline.
Edit any of the information.
Click Save.
Note: Need to edit locked fields on a processed credit card or EFT transaction? You will need to unlink the transaction from your transaction processor first. Read more about what happens and how to unlink here: Unlinking Transactions from Transaction Processors.
Auto-processed Payments
If a constituent has any pledges or recurring donations that are set to auto-process on the same day with the same payment method, they will only be charged once, and the payment will come in as a split payment. For example, if Harvey Dent has a pledge payment of $100 and a recurring donation payment of $15 due to process on the same day using the same card, his card will be charged for $115. The transaction will be recorded in Bloomerang CRM as a split payment of $115, split across the two transactions.