Splitting payments

Updated a month ago

Beacon makes it easy to split payments into multiple separate records in your database, grouped together by a unique "split ID".

Split payments are useful when:

  • You receive a donation, and the donor wishes to allocate a different % to different funds, for example:
    • 75% to building wells
    • 25% for general donations
  • A donor sends you a cheque for £200. £150 is a payment for an event, and £50 is a donation on top.
  • Only 30% of a payment is eligible for Gift Aid.

help_outline The split payments feature is available on the Professional and Premium plans.

In this article:

  1. Enabling split payments
  2. Splitting a payment
  3. Splitting subscriptions (recurring payments)
  4. Importing split payments
  5. Frequently asked questions

link Enabling split payments

  1. Split payments are disabled on your account by default. To enable them, head to Settings > Charity preferences, and enable split payments:

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  1. Open up any payment record, and enable customisation mode

  2. Add the split payment card under your related record cards/metrics

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  1. (Optional) Set visiblity settings to only show this card when Split ID is not blank. This helps to keep your database tidy and simple.

  2. Open any subscription record, and add the card there as well.

link Splitting a payment

Once you've enabled split payments, you can split any payment record in your database:

  1. Click the split icon in the top-right of a payment record.

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  1. Choose how your payment should be split between types, funds, and Gift Aid eligibilities:

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  1. You split a payment into a maximum of 20 payments! Click add split to add as many as you like.

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help_outline You can split by % of payment or by a fixed amount. The sum of all of the "split payments" must add up to amount set on the original payment.

  1. (Optional) By default, the amount, fund, type, and Gift Aid allowed fields can be set when splitting a payment. Like most things in Beacon, you can change this (and we'll remember your changes!):

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  1. Click split. After splitting, you'll be able to see the list of the other payments in the group on your split payment card:

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You'll also see a handy split icon on payments that have been split:

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link Splitting subscriptions (recurring payments)

Subscriptions can also be split in Beacon. Similarly to payments, splitting a subscription divides up the amount into separate subscription records.

help_outline Splitting subscriptions is only supported for standing orders. Stripe and GoCardless subscriptions cannot be split.

When payments automatically created, each group of payments will be automatically grouped together, each pointing at one of the subscriptions in your split.

Let's look at an example together:

Harrison Ford is donating £100 to you every month. Harrison wants £60 of this to be allocated to community projects, and the rest can be used where it's needed most.

Harrison's £100/month subscription record should be split into two separate subscription records:

Screenshot 2021-07-24 at 16.18.34

Each month, two payment records will be automatically created, each pointing at their corresponding subscription. They'll be grouped together automatically with a unique "Split ID".

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link Importing split payments

Split payments are grouped together in Beacon by using the Split ID short text field. When a split happens, a unique ID is generated and set on each of the records in the group.

When importing split payments, make sure that split payments have a shared Split ID field value set to allow Beacon to identify other payments in the group.

help_outline Make sure that your split ID values aren't already used elsewhere in the database. Beacon does not guarantee their uniqueness during imports.

link Frequently asked questions

link Is split payments supported on Beacon forms?

No. Split payments are only supported within the database itself. The split payments feature is designed for handling non-digital donation methods, like cheques, bank transfers, and standing orders.

link Is it possible to un-split payments?

Not directly. The simplest way to do this is to merge the split payment records. After merging, you will need to update the 'Split ID' field to be blank, and set the 'Amount' back to it's original value.

link How does Beacon group payments together?

When splitting a payment or subscription, we automatically generate a unique ID for the payment records being split, and set this ID into the Split ID short text field.

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