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A single initial recurring donation is causing three Opportunities to be made in Salesforce

created

If you are seeing three Opportunities created when an initial recurring donation is process:

  • A "Closed Won" Opportunity dated on the date of the transaction
  • A  "Pledged" Opportunity, data on the date of the transaction
  • A "Pledged" Opportunity, dated on the dame date of the following month of the transaction

If this is the case, and you have recently updated to Enhanced Recurring Donations, then it's likely a parameter in your NPSP settings.


If you look in your NPSP settings, you will likely see that a new parameter, "Installment Opportunity Auto-Creation" may be set to: "Always Create Next Installment".

Set that to, "Disable First Installment on Create" and that should resolve this very specific issue.

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