To ensure information appears on both the Opportunity and Payment records without entering it

twice, the following steps should be taken:

Create Custom Fields on the Payment Object:

Identify the fields that need to be shared between the Opportunity and Payment records.

Go to the Payment object in Salesforce and create custom fields that match those on the Opportunity

object.

Create Payment Mappings in NPSP Settings:

Navigate to NPSP Settings.

Go to the “Donations” section and find “Payment Mappings.”

Set up mappings to link Opportunity fields to the corresponding Payment fields.

This ensures that when an Opportunity is created or updated, the relevant data is automatically

copied to the Payment record.

By creating custom fields and setting up payment mappings, the required information will be

synchronized between Opportunity and Payment records, eliminating the need for duplicate data

entry.

Reference:

Salesforce Nonprofit Success Pack (NPSP) documentation on Payment Mappings

CertGod Nonprofit Cloud Consultant guide​