I am just working with the NPSP for managing donation records and would like to know the best way to record when a donation has been refunded. Within payments the paid field is just a check box. Should/could it be changed to a pick list? And if so would this reflect on reports accurately?
@Fundraising@Salesforce.org System Administrators@Nonprofit Success Pack3 Antworten
I hate to disagree with @Dave Manelski who I normally agree with all the time, but I would recommend creating a new stage of Refunded that is Closed/Lost. You would then change the existing opportunity to that stage and uncheck the paid checkbox on the payment, or create a new payment with a negative payment amount, mark it as paid and keep the original payment the same. The reason I disagree is that having a negative opportunity will throw off all of your rollup information such as number of gifts, last gift date, last gift amount, etc. The refunded donation will also show up in reports since there will be two separate opportunities, etc.
