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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 ...
Joe Murray's user avatar
  • 6,741
8 votes
Accepted

Transfer contribution to other contact

There is extension 'Move Contribution' available for moving contribution from one contact to another. Once you have installed the extension transfer can be done through the contact's contribution tab ...
Pradeep Nayak's user avatar
7 votes

Why can't I see different financial types in contribution reports

You're looking for some advanced reporting: install this extension: fuzion extended reports -> and then look for report template: Extended Report - Price Set Line Items.
KarinG - Semper IT's user avatar
6 votes

Bulk Import of Membership Dues

It sounds like your process of importing memberships via CSV and contributions via CSV works - except that your contributions and memberships aren't linked. If that's correct, I've resolved this when ...
Jon G - Megaphone Tech's user avatar
6 votes
Accepted

Can we report on contributions by payment processor?

There are no such reports in CiviCRM that will filter Contribution by Payment Processor. Payment Processor and Payment Method have different meaning. Payment method can be used by N processor. Here ...
Pradeep Nayak's user avatar
6 votes

How do I process a refund for a credit card payment via iATS?

You will need to initiate refund at iATS gateway and then change the contribution status to refunded in CiviCRM. HTH Pradeep
Pradeep Nayak's user avatar
6 votes

Transfer contribution to other contact

To move a Contribution from one Contact to another only requires a very small edit in your database. If you have access to phpMyAdmin -> go to the civicrm_contribution table and in the contact_id ...
KarinG - Semper IT's user avatar
6 votes

Display the payment vehicle (cash, check,...) of a contribution in a receipt

I think you can use Smarty to retrieve the payment instrument in your template. You can play with API explorer to return this value - Copy the contents in smarty section and add it to your template. ...
jitendra - fuzion's user avatar
5 votes
Accepted

Can I subtract guest fees collected from a membership fee when a user registers

One possibility is when they come out as a guest and pay the fee, you provide them with an automatic discount from the CiviDiscount extension, which is applicable to the full "Member" membership type ...
Laryn's user avatar
  • 8,268
5 votes

authorize.net payment processor debugging

In CRM/Contribute/Form/ContributionBase.php(349) the system is not able to determine the name of your payment processor. Please check: that you at least one payment processors configured that all ...
cividesk's user avatar
  • 686
5 votes

How do I delete a contribution

Go into CiviCRM admin>Contributions>Find Contributions to find the relevant contribution(s). When the search is complete, on the very right hand side of the Find Contributions screen and in the ...
peterb's user avatar
  • 1,014
5 votes
Accepted

How to generate a receipt when Pay Later contribution is received

There are 2 ways of recording a pay later contribution Find related contribution, click on more link and then record payment. Or on view contribution page click on 'Record payment link'. Fill in the ...
Pradeep Nayak's user avatar
4 votes
Accepted

Recaptcha not showing on contribution form

OK, I found the problem and it was my idiocy. I was trying to get it to show as a logged in user, and it was not. When I went as an anonymous user, it shows up just fine. It totally makes sense, ...
John Bacon's user avatar
4 votes

How can I pass in the contribution amount via URL?

I just tried this on CiviCRM 4.6.18 and successfully passed the amount through using the field Name or id (inspect the field to find the name or id) In the case of my form I did this: http://example....
Yossi's user avatar
  • 2,097
4 votes
Accepted

Do Webform Contributions allow for using Grid Widget?

Ah, that was a bug in the webform_civicrm module. I've just pushed up a fix, which will be part of 7.x-4.16. Or you can grab the latest -dev release from drupal.org/project/webform_civicrm now. ...
Coleman's user avatar
  • 18.7k
4 votes

Fundraising event - can I sell tickets AND collect donations?

one way you could do this is to create one field in your priceset for the ticket (probably making it required to ensure that they actually purchase tickets), and then another field (not required) that'...
Lesley Carter - BackOffice's user avatar
4 votes

Can a Custom Field be added to a Contribution Page or Financial Type?

Under Administer > Custom Data and Screens, Create your Custom Fields Under Administer > Profiles, Create a Profile that has your Custom Fields in it. Under Conrtibutions > Manage Contribution Pages, ...
Iowa Boy's user avatar
  • 2,388
4 votes

Unable to run a batch update of contribution soft credits

Currently updating contribution to add/update soft credits are not supported. I feel Updating soft credit was missed during initial implementation. We will need to submit a core fix to have it working ...
Pradeep Nayak's user avatar
4 votes
Accepted

Disabled contribution page and recurring transactions

Yes - absolutely - the recurring series only stops if its status is switch to: cancelled or the number of installments have been completed (both are native CiviCRM behaviour).
KarinG - Semper IT's user avatar
4 votes

Manual contribution, add contact that is not found

It does show up the link to create contact when no match is found. From your shared image it looks like the user has limited permission to create contact/access CiviCRM profile or also check if 'New ...
Pradeep Nayak's user avatar
4 votes

How do I process a refund for a credit card payment via iATS?

We don’t support automated refunds to iATS Payments via CiviCRM at this point; and in fact we recommend that organizations configure their iATS Payments subaccounts 80, 81, etc such that they don’t ...
KarinG - Semper IT's user avatar
4 votes
Accepted

Can we print an invoice without GST?

Sales Tax (like GST) is per Financial Type so if you need to make an invoice without GST you need to make the Contribution of a Financial Type that has no GST associated with it. Have a look here for ...
KarinG - Semper IT's user avatar
4 votes

Conditional logic in Thank You letters

Civitoken extensions provides additional tokens for contact. It would be worth trying the extension. There are also few others Contributions Table token Payment Tokens
Pradeep Nayak's user avatar
4 votes
Accepted

Change Payment Method without creating additional transactions

So the answer is that it is not possible to change a payment method in core without creating additional financial transactions. Background: a decision was made by some with decision powers that ...
KarinG - Semper IT's user avatar
4 votes

Deleting Contributions

There should be a 'Delete contribution' option in the list of actions: If you don't see it there, check that you have the 'Delete contributions' permission.
Aidan's user avatar
  • 13.5k
4 votes
Accepted

How to send confirmation when importing contributions

Confirmation sending can't directly from import. There ARE ways to do it, but it slows down the import considerably, so I'd recommend doing it separately. Here are your options: Bulk confirmation ...
Jon G - Megaphone Tech's user avatar
4 votes

Error Saving Membership Transactions After Upgrading To 5.13.4

After reading many posts and looking through the ideas I got here I deleted the triggers for the contributions table and rebuilt the triggers (https://docs.civicrm.org/sysadmin/en/latest/...
Steve Kessler's user avatar
4 votes

Print Contribution Receipt Offline

You can make pdf and then print it. Go to CiviCRM Menu -> Contribution -> Find contribution Click on search button. Select any contributions which you need On the top of table is located "actions" ...
Sirius's user avatar
  • 51
4 votes
Accepted

Can't delete or update contributions in CiviCRM 5.13+

Is this your production or test environment? You could try to switch off logging, save and remove the logging tables, try to delete your contribution and see if it now works. At the end switch ...
ErikH - CiviCooP's user avatar
4 votes
Accepted

Need Input on Use of an Aggregation in the Data Processor Extension

Use the summary fields extension here: https://civicrm.org/extensions/summary-fields It will create some custom fields and calculate the totals, minimums etc. values that you are trying to generate ...
Alan Dixon's user avatar
  • 6,851

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