Questions tagged [contributions]
The contributions tag has no usage guidance.
329
questions
15
votes
6answers
636 views
What's the best way to import memberships and their associated contributions?
I have a load of Memberships to import. Each has a linked Contribution.
While I can import Memberships and Contributions separately, I cannot find a way to import the two together - in other words ...
14
votes
4answers
282 views
Membership Name-Your-Own Price (above Minimum) on Contribution Page
How can we enable users to enter a custom amount above the minimum fee when they are creating or renewing their membership through a contribution page?
For reference, this is the membership structure ...
10
votes
4answers
427 views
What is a line item? And what is a financial item and how are those two linked together?
I have created an extension to generate invoices (contributions) based on time spend on activities on a case.
For each activity a line item was created and added to the contribution.
Also the ...
9
votes
5answers
271 views
Is there a Gift Aid (UK) extension compatible with 4.6+?
There are several GiftAid extensions (ones I've found linked to below) for CiviCRM but I am having difficulty finding any that claim support for version 4.6+ and posts on many of them seem to be a few ...
9
votes
4answers
356 views
How to bulk renew membership
We are a trade union with several hundred members paying their dues on a monthly basis. They pay via their bank or through check-off from their employer. We have to keep their contributions and ...
7
votes
1answer
246 views
Creating a custom search to produce contributions as results
I've followed the documentation to create a custom search and I find this capability to be quite powerful for finding and displaying information about contacts.
Now I would like to create a custom ...
6
votes
2answers
76 views
Transfer contribution to other contact
Due to an error a bankaccount (iban) was connected to a wrong contact, so several contributions must be transferred to the right contact. What is the procedure for this action?
6
votes
3answers
107 views
Can we report on contributions by payment processor?
Is there support for filtering contribution reports by payment processor?
We have credit card (Authorize.NET) and PayPal (new). How can I report on just PayPal transactions?
The only difference I ...
6
votes
2answers
212 views
Bulk Import of Membership Dues
Hi this is our first season with CiviCRM. Our data is uploaded and getting to grips with updating processes.
Our process is annual membership collected in cash and banked in tranches.
The user front ...
6
votes
3answers
213 views
How to send “thank you” emails to donors?
We want to send emails to our donors of the previous week. This email needs to be customised, as it's an opportunity to tell them what has happen in the week or what's the plan to the week ahead.
I ...
6
votes
1answer
132 views
Separate membership payment on contribution form with donation
When creating a contribution page with a membership, which is not a price set, the option to:
"Separate Membership Payment" is shown. This creates a transaction transaction for any donations and ...
6
votes
3answers
77 views
Attach invoice to event registration emails even if transaction is not taxed
Is it possible to attach invoices to confirmation emails for event registrations, if the payment transaction is not taxed?
From what I've observed, currently, invoices are only attached when a ...
5
votes
5answers
301 views
How do I search for contacts with no contributions?
Is there a non-code way to search for contacts with no contributions recorded?
(A search in search builder will only result in contact with contributions with null values, which is not the same as no ...
5
votes
3answers
80 views
Conditional logic in Thank You letters
I recently took over the donor thank you letter process at the organization I work for and saw that Civi has the ability to create thank you letters for donors.
The organization I work for has 5 ...
5
votes
1answer
78 views
Why can't I see different financial types in contribution reports
With our contributions, one payment may contain 3 financial types ... e.g. an event fee, membership fee and donation. I have created "Price Sets" (of one Financial Type), which then contain 3 ...
5
votes
3answers
303 views
Membership sets to Cancelled when Contribution Fails. Why?
I have a situation where the Contributions are being set to Cancelled when the user contribution fails (payment processor fails the transaction). So, the user is blocked to try a new contribution ...
5
votes
1answer
109 views
Change Payment Method without creating additional transactions
A version of this has been asked before - but the answer was quite complex - so I am hoping for an ELI5.
Essentially - when manually adding contributions - sometimes people make mistakes. when ...
5
votes
1answer
73 views
Do Webform Contributions allow for using Grid Widget?
This is a simple yes/no question, but to explain:
Since price-sets aren't integrated into webform, I'd like to recreate a price-set directly in the webform. The civicrm webform integration help (...
5
votes
2answers
42 views
Change donation to another donor
We have accidentally attributed a credit card donation to the wrong person. How can we change the donation to the correct donor? Do we have to delete the donation on one record and add it to the other?...
5
votes
1answer
113 views
Connecting existing contribution to pledge
This Sunday was the first day for our church to receive payments in a financial campaign we are running. Some people have made pledges, and we have used CiviPledge to record those pledges.
I was ...
5
votes
1answer
368 views
All Contribution pages result in “Your browser session has expired” “Could not find a valid session key”
Currently on:
Wordpress 4.7.2
CiviCRM 4.7.16
As I am making changes here and there on this clean Civi install with a migrated database, I noticed when submitting all contribution pages result in,
"...
5
votes
1answer
165 views
Allowing multiple fianancial types for same price set single contribution page
Price sets and Contribution pages allow for donations to a "Financial Type" (and corresponding Financial Account) This is great for managing different types of donations.
It is possible to ...
4
votes
2answers
195 views
Is there an easy way to add YTD giving to receipts?
We have a client that we moved from Donorperfect who brought up that they feel the receipt tools are incomplete without the ability to include YTD (year to date) giving on receipts. This seems like a ...
4
votes
3answers
137 views
How to recording financial classes in addition to financial types in a contribution?
We have been using CiviCRM's 'Campaign' functionality as a way of assigning additional information to contributions. It's how we have made CiviCRM more compatible with our Quickbooks, which makes ...
4
votes
1answer
78 views
How can I send a copy of a receipt to member who has already recieved it during signup?
I've got a situation where by the template for the receipts (for contributions) which are sent out during signup had the previous year on it, and consequently, need to re-send the receipt to the ...
4
votes
2answers
57 views
Sending invoices to members in bulk
Is there any solution that can bulk email invoices to the members? For example a combination of the two features below:
Email invoice: https://docs.civicrm.org/user/en/latest/contributions/invoicing/
...
4
votes
2answers
189 views
Set the Webform-CiviCRM Contribution Amount to a parameter value
A client is using webform-CiviCRM for a contribution page. Due to pro-rating and other factors, each contributor needs to pay a unique amount - and thus the webform has the exposed "Contribution ...
4
votes
1answer
107 views
Importing Memberships and Contributions but can't seem to link the two together
I'm using the latest CiviCRM Wordpress version and have imported thousands of contacts and their memberships. The problem is when I attempt to import the associated contributions they seems to be no ...
4
votes
1answer
186 views
Anonymous Users Cannot Contribute
I have set up a donation page linked to Paypal. (https://contacts.network211.com/civicrm/contribute/transact?reset=1&id=6)
When I attempt to use the contribution form as a non-logged in user, I ...
4
votes
1answer
82 views
Why doesn't API for Contribution Get work with multiple Financial Type ID values?
I have this problem on my Joomla 4.6.2 system, and can reproduce it on the Joomla sandbox. If I use the API Explorer to build a query like:
$result = civicrm_api3('Contribution', 'get', array(
'...
4
votes
2answers
300 views
Issues with refunds for credit card payments
This has been a long standing issue for us.
We accept event registrations and accept payments with credit cards through Authorize.net. Many of our events have multiple options using price sets.
If ...
4
votes
2answers
234 views
Online receipt change in 4.7: Wrong template is being used
We upgraded to 4.7 and using WP 4.4.1.
The Online receipt for payments has changed -- something is telling the system to use the summary receipt and I can not find out what it is.
See pics.
How can ...
4
votes
1answer
39 views
sharing pledges between contacts
In the user workflow I currently have, parents sign up for tuition payment plans for the program their children are attending. These are processed as pledges with varying numbers of installments, ...
4
votes
0answers
46 views
Payment Type Not Changed when Contribution is Edited - Also Affecting Event Registration “Pay Later Option”
On the CIVICRM server I have (5.13.5, WordPress 5.0), we noticed that when you edit a past Contribution's Payment Method (ie. Cash, Check, Credit Card etc), while CIVICRM will do the necessary debit/...
3
votes
6answers
205 views
authorize.net payment processor debugging
All of my contribution pages, when tested, return you back to the page with this message at the top:
Payment Processor Error Message:
9003: MD5 Verification Failed
I have reset the MD5 code from ...
3
votes
3answers
60 views
How to generate a report excluding recurring contributions?
Is there any way to get a report, ideally something like the Contribution Summary report, which allows you to filter by recurring or non-recurring contribution?
It would be quite useful to be able to ...
3
votes
3answers
329 views
Custom fields do not appear in profiles for anonymous users
I am running 4.5.2 Civicrm on a Drupal 7 installation and I have the following issue:
I have created a couple of donnor's pages with Civicrm contribute pages.
In this pages I have included a couple ...
3
votes
2answers
174 views
Joining fee for new memberships
I’m looking for an elegant way of implementing a joining fee for new members. The joining fee is different for each membership type and is payable in addition to the normal annual membership fee. ...
3
votes
2answers
242 views
Recording Separate Contributions in a Membership Webform
Working on a Civi 4.5.5 site. I've configured a membership renewal contribution page to record a membership fee, and (voluntary) additional donation.
By setting the Contribution Page Financial Type ...
3
votes
5answers
247 views
Contributions not showing Thank You Screen
I'm testing through migrating from joomla to wordpress. My developemnt site is set up in Wordpress 4.2.2 and Civi 4.6.3. I'm having an issue with contributions, when you make a contribution the thank ...
3
votes
2answers
69 views
Display the payment vehicle (cash, check,…) of a contribution in a receipt
I'm supposed to change the message template used when you wanna make a PDF receipt of a contribution. I found the template and started to modify its HTML code, unfortunately I'm not able to display ...
3
votes
2answers
166 views
Automated soft credits based on rules
Since I started using CiviCRM about 5 years ago I've thought one of the biggest problem areas was related to tracking and searching for contributions based on household, which is generally how non-...
3
votes
3answers
448 views
CiviCRM does not have full functionality support for refunds and partial payments so what is the current way to tackle this type of situation?
I have applied as a GSoC student to work on a project that would provide Refunds and / or Partial Payments functionality for CiviCRM. I am seeking current solution to do this when needed so I can ...
3
votes
1answer
47 views
Can I subtract guest fees collected from a membership fee when a user registers
Our club allows people to come out as guests, for which we collects guest fee. If that person later chooses to become a member, we deduct that guest fee from their membership fee.
I know I can create ...
3
votes
2answers
289 views
Add custom data field column to contribution tab
Is there a way to add additional fields in the contribution tab on a contacts record?
3
votes
1answer
45 views
Can't delete or update contributions in CiviCRM 5.13+
So, I can't delete or update contributions from CiviCRM 5.13 or 5.15, either through the UI or the API (v3).
This is the backtrace:
{
"error_code": "already exists",
"sql": "DELETE FROM ...
3
votes
2answers
315 views
Webform Civi Payment fields not showing up
I just created a webform with a Civi contribution page enabled. When I save the form to test, the payment options are not showing as part of the form. Do I need to do something other then enabling the ...
3
votes
3answers
86 views
Contribution view / edit error
When I go to Contributions and click "View", I always got an error "Erreur réseau. Impossible de joindre le serveur" ("Network error. Cannot join the server" - in english).
I can't find any error in ...
3
votes
1answer
57 views
Expected one Contribution but found 25
I am importing contributions from my donors from a .csv file. I have tested the process using a simple .csv file with one row of data for a payment from a donor I have already added to contacts. The ...
3
votes
1answer
25 views
Limit contributions
We are selling exhibit booths on our website using an online form. We are almost sold out and don't want someone to pay by credit card only to be rejected. Is there a way to keep the form active ...
