Boost recurring donations this giving season with the new upsell prompt!Learn How >>

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


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.

Have more questions? Submit a request
Article is closed for comments.