Total Revenue and Payments report amounts not matching revenue history

While reviewing the total revenue and payments report you may notice that the payment amounts on the report may not match the payment amounts on the constituent's revenue history. You may also notice that membership promotions are discounting the membership as well as any contributed revenue attached to the membership payment
This issue has been resolved in version 4.99. All sites have been updated in February 2018. If you experience this error, please chat with support to provide the exact steps that were taken.

Steps to Duplicate

  1. Purchase a membership that treats the tax deductible portion from benefits as contributed membership revenue. Make sure you use a membership promotion that takes a certain amount off that membership
  2. Go to the constituent record of the constituent that purchased the membership and click on the revenue > revenue history tab
  3. Notice that the donation on the constituent record may be discounted by the amount of the membership promotion instead of the membership payment being discounted
  4. Click revenue > total revenue and payments and go to the payment date of the payment
  5. On the total revenue and payment report the membership payment and donation payment may be discounted by the amount of the membership promotion


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