Surplus Credit

What it is

Surplus Credit lets you apply an account credit for members who raised more than their goal in a fundraising campaign. You choose the percentage to credit and an optional maximum per member. Credits are generated after the campaign ends and appear on the member’s account as a credit and in the campaign’s Transactions list as Credit.

Who can use it

• Roles: Admin or Accounting

• When: After the campaign end date/time

• Where: Campaign → General tab → Surplus Credit section

Configuration

• Enable Surplus Credit (checkbox)

• Credit percentage (1–100)

• Maximum credit (optional): leave blank for no cap; if set, must be greater than 0

• Product & Service: required, used for the posted credit item

How it’s calculated

For each fundraiser (member):

• Goal: the member’s campaign goal

• Raised: the member’s total donations in the campaign

• Surplus = max(0, Raised − Goal)

• Credit = round(Surplus × (Credit % / 100), 2)

• Cap (if set): Credit = min(Credit, Max credit)

Rounding is to two decimals (half up). If the final credit is 0.00, no new credit is created.

How posting works

• One credit per member per campaign (safe to re-run):

  • If a matching credit does not exist, a new credit is created.

  • If a non-invoiced credit exists, it is updated to the new amount.

  • If an existing credit is already invoiced, the member is skipped.

• Generated credits appear:

  • In Transactions with type Credit

  • On the member’s account as a credit

What you’ll see

• Before end date: info message that credits can be generated after the campaign ends.

• After end date with valid settings: Generate credits button enabled and a confirmation dialog summarizing the saved percentage, cap, and product.

• After a run: a confirmation of success.

Limitations & notes

• Settings must be valid: percentage > 0; product selected; if a maximum is set it must be > 0.

• Invoiced credits are not modified by re-runs.

• Member goal must be present and > 0; members without a valid goal are skipped.

• Credits are generated only after the campaign end date/time.

• Each credit is tied to the campaign and member, ensuring no duplicates.

Examples

• Credit % 85%, no cap:
  Member goal $100, raised $200 → Surplus $100 → Credit $85.00

• Credit % 50%, cap $75:
  Member goal $100, raised $300 → Surplus $200 → Raw credit $100 → $75.00 after cap

FAQ

Q: Can I generate credits before the end date?
A: No. Credits can be generated only after the campaign ends.

Q: What if I change the settings after generating?
A: Save the new settings, then click Generate credits again. Existing, non-invoiced credits are updated, not duplicated. Invoiced credits are skipped.

Q: Where do credits show up?
A: In the campaign’s Transactions list (type Credit) and on the member’s account as a credit (negative Due).

Q: Do refunds affect Surplus Credit?
A: Surplus Credit uses the member’s total raised as recorded in campaign transactions. After a credit is invoiced, reruns do not change that credit.