Overstated revenue due to multiple payments revenue duplicated

Stacey Wood shared this problem 9 days ago
Known

It appears that revenue is overstated by the amount of multiple payments that are posted within a contract. This is concerning given that it overstated revenue when looking at the sales on the sales page and also when pulling the sales tax report.

Comments (5)

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Do you have a lead ID for an example?

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Down Syndrome Guild - when I have 2 payments, the Lead $ Sales is duplicate of the total payments. The payments amount is correct, 3994325

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Are you referring to the Lead $ Sub Total and Lead $ Total in your report, Payment Report, doubling the total of the event, Down Syndrome Guild?

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Yes, that is correct. I had noticed that the overview sales tab YTD and Sales by month had different totals. They are correct now but the report that I ran on Monday was incorrect and I has to manually adjust.

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This is being caused because this report is set to be grouped by the Lead Organization and with the payment columns in this report also, it's taking the duplicate information from the multiple payments and adding it together. You could split these columns into different reports to keep this from happening.

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