Edit the Solicitors for a Payment Transaction

When you add a payment for a donation, the program automatically credits its donation revenue to the default solicitors on the selected opportunity.

After you add a payment transaction, you can edit the solicitors who receive credit and the credit amount received. From the Add a payment screen or Edit payment screen, you can edit the solicitors associated with an application type of Donation, Other, or Unapplied Matching gift payment.

1. To edit the solicitors of a new payment from the Add a payment screen, in the Application field under Application details, select the application to apply to the solicitors.

   If you select Donation, in the Opportunity field, select the opportunity to which to apply the donation, if necessary. The Solicitors field displays the default solicitors for the selected opportunity.

   To edit the solicitors for an existing payment from the Edit payment screen, under Current applications, the grid displays the applications associated with the payment transaction. In the grid, select the application with the solicitors to edit and select Edit. The details of the selected application appear.

   Note: You can also edit the solicitors associated with an existing payment from the record of the payment application. On the Solicitors tab, under Solicitors, select Edit solicitors. For information about how to edit solicitors from the payment application, refer to Credit Solicitors for Revenue.

2. Select the icon next to the Solicitors field. The Solicitors screen appears.

   Tip: Your organization can configure default solicitors, such as based on credit rules of a major giving opportunity. If you edit the solicitors, you can select Reset solicitors to return to the default solicitors. If no default solicitors exist, the program removes all solicitor information from the grid.

3. In the Solicitor column, search for and select the solicitors to receive credit for the application revenue.

   Tip: To quickly find a solicitor, enter the first few letters of the solicitor’s last name in the Solicitor column and press Enter. The Solicitor Search screen appears, and the Results grid displays solicitors with last names that meet the entered criteria.

   You can credit multiple solicitors for the same revenue. In the grid, enter each solicitor on a separate row of the Solicitor column.

4. In the Amount column, enter how much of the total amount to credit each solicitor.

   Note: For revenue applied to a major giving opportunity or grant award, the percentage of default credit assigned to solicitor roles, such as primary manager, determines the amount that appears for a solicitor.

   To easily distribute credit among multiple solicitors, select whether to distribute the amount evenly or fully to the solicitors.

   • To distribute the total amount evenly between multiple solicitors, select Split Evenly. Each solicitor receives a credit for an equal share of the revenue. For example, if you split the total amount evenly between two solicitors, each receives credit for half of the revenue.

   • To credit each solicitor for the total amount, select Split Fully. Each solicitor receives full credit for the revenue.

   Note: When you credit multiple solicitors for the same revenue, the total distributed credit does not need to equal the total amount. However, you cannot credit a single solicitor for more than the total amount.

5. Select OK. You return to the previous screen.