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Sometimes we'll have someone pay X amount via credit card (Paypal Pro) and register online for an event. Then, they'll call us, and we'll add additional options to the event (via Change Selections), and then run a credit card transaction against the main balance. This works fine.

However, we are having issue searching for the second transactions ID via standard civi searches. Any suggestions? Our accountant uses this for reconciliation.

Similar: Finding payments in contributions

Bug (no updates in awhile): https://issues.civicrm.org/jira/browse/CRM-17808

CiviCRM 5.5 Drupal 7.x

Possible Solution:

https://civicrm.org/extensions/extended-reports

The Extended BookKeeping Report allows for searching by Transaction # civicrm/report/contribution/bookkeeping_extended

1 Answer 1

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We created an extension that adds Search Payments functionality, as well as a Payments section to Advanced Search: https://github.com/JMAConsulting/biz.jmaconsulting.findpayments

HTH.

3
  • This looks awesome, I installed it without a problem. Does it search for transaction ID's for recurring payments or installments?
    – Zachary
    Dec 23, 2018 at 20:11
  • It should allow both.
    – Joe Murray
    Jan 25, 2019 at 18:02
  • This is great! Thanks for the extension!
    – John
    Jan 28, 2020 at 11:39

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