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Revenue Credits
A credit is a secondary attribution row on a revenue (or expected revenue) record that recognizes an additional contact for the gift, in addition to the primary contact who made the payment. The primary contact never changes — credits sit alongside it.
A credit has a type:
- Hard credit — fully counts toward that contact's giving totals for tax and reporting purposes. Used when the credited contact is legally a co-giver (joint household giving, organization-on-behalf-of) or when the soliciting org wants the credited contact's totals to reflect the full gift.
- Soft credit — recognizes influence or relationship without affecting the credited contact's tax-receiptable totals. Used for someone who influenced the gift but didn't pay it: a spouse on a single-name check, a board member whose ask landed the gift, an in-honor-of honoree, the household member behind a corporate matching gift.
Credits never change who actually paid. They are reporting and recognition records.
Common Uses
- Spouses / households — credit the partner so both show the gift in giving history
- Tribute donations — credit the in-honor-of or in-memory-of contact
- Matching gifts — credit the matching company or the originating individual
- Soliciting board members or volunteers — credit the person who secured the ask (also see Solicitors, which is a separate field tracking who asked)
Adding Credits
- Open the revenue record
- Go to the Manage tab
- Click Credits in the sidebar
- Click Add Credit or use Actions > Add Credit
Credit Fields
- Contact - The person receiving credit
- Amount - Credit amount (can differ from revenue)
- Type - Credit category
- Campaign - Associated campaign
- Fund - Fund designation
Viewing Credits
From any revenue record:
- Go to the Manage tab
- Click Credits in the sidebar
Credits are also visible on contact records under their giving history.
Credit vs Donation
A credit is not a donation. Donations create revenue records (money received). Credits attach to existing revenue records and attribute the gift to additional contacts.
| Credit | Donation |
|---|---|
| Secondary attribution | The payment itself |
| No payment processed | Payment received |
| Attached to an existing revenue record | Standalone record |
| Hard or soft type | n/a |
Use Cases
Spousal Recognition
When one spouse donates, credit the other for household recognition.
Matching Gifts
Track corporate matching by crediting the matching organization.
Solicitor Recognition
Credit the board member or volunteer who secured the gift.