13 votes
Accepted

How do I change the default URLs to contribution or event registration pages?

CiviCRM itself provides no mechanism for customizing any URL aliases, or for generating them automatically. This is handled in the CMS or at the webserver level through URL Rewrite on IIS, mod_rewrite ...
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  • 1,870
9 votes

Is there an easy way to add YTD giving to receipts?

Install Jamie McClelland's Summary Fields extension - see here - and insert Total Contributions this Year as a token.
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9 votes
Accepted

How do I display a custom field in an invoice?

So, I remembered that there is such a thing as Smarty calls to the CiviCRM API. Stuck the following code into the template and bam! Got my custom field to show up in my generated invoice. {crmAPI ...
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9 votes

What is a line item? And what is a financial item and how are those two linked together?

The Line Item table is oriented towards the current state of an order's line item. The Financial Item table is oriented towards keeping track of the history of the financial aspects of line items. The ...
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  • 6,641
8 votes
Accepted

Adding a dynamic “cover processing fees” checkbox to CiviCRM contribution form

It's pretty late to be answering this, but the Percentage Price Field extension supports something very much like this. This extension allows you to add an "Additional Percentage" field to any ...
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  • 1,630
8 votes

Dedupe Rule not working

Perhaps the best free explanation of CiviCRM's deduplication is from the CiviCRM blog last year (July 31, 2014): Understanding CiviCRM Dedupe Rules For the whole process, I will let the author speak ...
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8 votes

CiviCRM & PCI Compliance

As I'm sure you are learning, PCI compliance is a complicated business. The payment processor (I discuss eWay below) and your own operations play the biggest role in PCI compliance. Some of the ...
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8 votes

Struggling: Search report for donations by creation date not receive date

Yes, there is no such field in contribution table that holds when a contribution record was actually created. However an activity is created when a contribution is recorded with status completed. If ...
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7 votes

How to prevent fraud attempts on Contribution pages?

How hard this will be depends on how determined the service abuser is to adapt to the defenses you introduce, and how easy a target your site is compared to other sites available to the attacker. If ...
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7 votes

Incoporating PCPs in Wordpress

PCPs don't have an API currently - but I just wrote one in about 15 minutes. I didn't write unit tests, so I can't submit it upstream - maybe this is something you can help with to make CiviCRM ...
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7 votes

Setting up an "ethics wall" - anonymous contributions

As far as the end-of-year giving statements are concerned, this has been available in CiviCRM since 4.4, but not documented in the user and admin guide. It is documented in the 4.6 version of the ...
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  • 3,440
7 votes
Accepted

How can I create a contribution page that allows the user to select the currency they wish to use?

You don't have an option of selecting multiple currency in the same page So, Creating separate page of each currency could be a best option also easier way. Or You can create an extension for ...
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7 votes
Accepted

Are private contribution pages a thing?

A short bit of custom code could take care of this (using the hook_civicrm_preProcess hook I think). It would need to check if the current page is your "sign-up" contribution page, and if it is, make ...
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  • 2,455
7 votes
Accepted

Fee amount (percentage) of each contribution

This fee is being calculated and charged to you by PayPal. Each payment processor charges differently, a combination of percentage and per transaction. I don't think you should try and set a fee ...
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  • 2,816
7 votes
Accepted

Email me every time someone makes a contribution

If you have it set to email a receipt to the contributor you can have that receipt bcc'd to you. In Manage Contribution at the bottom of the receipt tab page is the option to cc or bcc someone.
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  • 2,873
7 votes
Accepted

Can I set permissions to see one type of contribution, but not another?

A few years after the question was asked ... the answer is yes! Financial ACL's were added a while back but the docs have not been updated yet. Go to Administer > CiviContribute > ...
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  • 10.8k
7 votes
Accepted

ACHEFT-Debit possible with webform_civicrm?

That is now possible! For both CAD and USD. Pull latest webform_civicrm module: git clone https://github.com/colemanw/webform_civicrm Pull latest iATS Payments extension: git clone https://github....
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7 votes
Accepted

Is CiviCRM going to ever change to be more like CiviCRM Webform?

The short answer is "yes." If you look at civicrm.org/roadmap you'll see 3 goals for the next evolution of CiviCRM, the first being: GOAL 1: A POWERFUL FORM DESIGNER Today our users, and those ...
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  • 16.1k
7 votes
Accepted

How do I print the "received date" on an invoice?

I came accross the same issue. The invoice date gives the current date and that is in most cases not correct. We have used the receive date of the contribution in the invoice template as follows. ....
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6 votes

Adding a dynamic “cover processing fees” checkbox to CiviCRM contribution form

Price set options that change are doable, but in order to make the totaling work, you've got to rewrite that bit of code, because it adds and subtracts the single item amount you check or uncheck. ...
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  • 7,337
6 votes
Accepted

Where in the database is the note field for contributions?

civicrm_note entity_table = 'civicrm_contribution' entity_id = contributionID
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  • 3,803
6 votes

Where in the database is the note field for contributions?

You can retrieve contribution notes via the api using: civicrm_api3('Note', 'get', array( 'entity_table' => 'civicrm_contribution', 'entity_id' => $contributionID, )); Or see the api ...
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  • 16.1k
6 votes
Accepted

Multiple Financial Types on one payment form?

If you use price sets then each field, or each option on multiple option fields, can have its own financial type. Currently, event price sets support contributions (FWIW, membership price sets also ...
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  • 6,641
6 votes
Accepted

Is it possible to notify a staff coordinator for offline/backend contributions?

CiviRules is available and you can use it to do what you want. There is documentation as well :-) If you want to use CiviRules to send an email you will also need the send email API (and please pull ...
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6 votes

Extension Manager fails and so do certain scheduled jobs

I was able to reproduce your issue and fix it on my Linux install. It seems to only happen with Linux, not MacOSX. I can fix it by changing the filename of the job to be first letter caps only, i.e. ...
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  • 5,974
6 votes
Accepted

Can financial accounts be imported?

There are likely more tables involved that just that table so I would not go directly into the database. There is an api for creating financial accounts so you could try using the csvimporter ...
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  • 1,890
6 votes

Are private contribution pages a thing?

I've got a custom extension that's designed to designate specific contribution pages as 'admin only', here: https://github.com/adixon/ca.civicrm.contributextra The actual permissions to access 'admin ...
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  • 5,974
6 votes
Accepted

How to keep "My billing address is same as above" UNTicked by default?

Further down (halfway) to the Billingblock.tpl change the following value from true to false // detect if billing checkbox should default to checked var checked = false;
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  • 2,836
6 votes
Accepted

Is there a limit to the number of soft credits you can add to a contribution?

Yes, I see that we have a limit for generating soft credit blocks on the New Contribution Page to 10. I don't think we can modify this limit from the UI level as it is hardcoded to a value of 10 here....
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6 votes

Email me every time someone makes a contribution

If you need a more complicated workflow you could also use the CiviRules extension. That way you could send an email to a backoffice manager when certain criteria are met and when other criteria are ...
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