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I don't understand why, for a first membership, when a member chooses the "Pay later" option s.he gets a new activity "Renewal" recorded once the payment is manually added by the admin but not if s.he just pays live with credit card?

It's not a renewal and I don't want this activity to be added. This is mistaking the reports for those who are really renewing their membership and need to be separately identified for backoffice purpose.

I don't have a special CiviRule that would involve this behaviour so I guess it's build in CiviCRM.

I'm using CiviCRM 5.21.0 on Drupal 7.67

How could I fix this?

regards, Guillaume

EDIT 1: Activity Renewal is "Renouvellement d'adhésion". It comes automatically every time I use the pay later option. I don't get :-/ enter image description here

EDIT 2: I've tried on a different CiviCRM/Drupal website and it ends the same. It creates an unwanted Renewal activity

EDIT 3: After a step-by-step comparison with the demo, it appears that when registering a member, CiviCRM creates an "Online or offline membership signup." activity that I don't see on the demo instead it creates a Pending membership coloured in red that is deleted after a payment. And when entering a contribution, it logically adds a "Renewal" activity. So now, it's more about why is CiviCRM creating this first membership and no more why I get a renewal activity. little step forward...

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5
  • Hi Guillaume! I've tried to replicate this on 5.21 and in my instance Civi does record the contribution and membership as pending (pay later)/pending respectively and the activity for membership sign up updates from 'scheduled' to 'completed' for a new membership. If you can it may be worth replicating on the Civi demo to establish if it's configuration related after all?
    – RebeccaTregenna
    Commented May 6, 2020 at 12:16
  • Thanks Rebecca for trying ans for the tip! I'll test on the demo.
    – Guillaume Sorel
    Commented May 6, 2020 at 15:20
  • it seems to obvious to mention but make sure you do not click on 'renew' when you record the payment, just use Edit option on the Membership or Contribution tabs
    – petednz - fuzion ♦
    Commented May 6, 2020 at 19:44
  • As above. I would encourage to use the 'record payment' via the contribution rather than via the membership as that's the actual financial transaction associated with that membership.
    – RebeccaTregenna
    Commented May 7, 2020 at 9:53
  • I'm doing it through the Contribution tab ;-)
    – Guillaume Sorel
    Commented May 8, 2020 at 15:26

1 Answer 1

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On the demo site I took the following route and saw no issues

  • change the Contrib page to accept Pay Later
  • completed a Pay Later membership for the demo user
  • confirmed that by then clicking on Edit for membership at backend, clicking on the Contribution block with 'more' and 'record payment' the membership was set to Current and there was no 'renewal' Activity on their record.

Hope that helps

Data will be on https://dmaster.demo.civicrm.org/civicrm/contact/view?reset=1&cid=203 for less than 12 hours till it is flushed.

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13
  • thanks Pete. Actually it works and behaves the way it should and I need. I have to check my process :-/
    – Guillaume Sorel
    Commented May 8, 2020 at 13:34
  • I'm having the same behaviour on the same site with a test webform and I can't find where to set this :-/ Where could this be set within CiviCRM?
    – Guillaume Sorel
    Commented May 8, 2020 at 14:10
  • it does the same as on the demo plus adding a renewal. And it comes to the same point by either using the webform or from the backoffice. I'm a bit turning mad.
    – Guillaume Sorel
    Commented May 8, 2020 at 15:33
  • i can't think why a renewal would be added unless you have something 'extra' doing this on purpose eg CiviRules, extension, etc
    – petednz - fuzion ♦
    Commented May 8, 2020 at 20:32
  • I'm checking every single extension and rule and this is really weird :-/
    – Guillaume Sorel
    Commented May 12, 2020 at 10:10

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