10
votes
Accepted
How do I search for contacts with no contributions?
You can do it in two steps:
Search for all contacts, and put these in a tag (or group).
Do a second search, for all contacts WITH a donation. And then remove these from you tag (or group) using ...
- 480
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.
- 2,719
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 ...
- 6,641
8
votes
What's the best way to import memberships and their associated contributions?
This is doable using the API, and I've accomplished it using Pentaho Kettle. It has a CiviCRM Input and CiviCRM Output step, which use the REST API. You're right to be concerned about the SQL-based ...
- 37.2k
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 ...
- 26.6k
7
votes
How do I search for contacts with no contributions?
Adding the Summary Fields extension is the way to go. Use Advanced Search to find contacts with zero lifetime donations to create a smart group or list of people who have never given. Subsequent ...
- 153
7
votes
Is there a Gift Aid (UK) extension compatible with 4.6+?
Big thanks for supporting GiftAid extension!
The Civi4.6 branch has been actively worked on in the past few months. A few improvements and new features have been added into the extension. Although ...
- 627
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.
- 14.8k
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 ...
- 16.1k
6
votes
Accepted
Where in the database is the note field for contributions?
civicrm_note
entity_table = 'civicrm_contribution'
entity_id = contributionID
- 3,803
6
votes
How can I send a copy of a receipt to member who has already recieved it during signup?
Via Contributions > Find Contributions (civicrm/contribute/search) you can search for the contributions in question, then select Print or Email Contribution Receipts.
The next page is titled Print ...
- 9,812
6
votes
Recording Separate Contributions in a Membership Webform
Webform-CiviCRM integration was designed to be able to sign up multiple members plus collect a contribution. It will save a single contribution record containing a separate line-item for each (2 ...
- 16.1k
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 ...
- 37.2k
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 ...
- 26.6k
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
- 26.6k
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 ...
- 14.8k
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. ...
- 6,886
5
votes
Accepted
Custom fields do not appear in profiles for anonymous users
Our developer found the answer. It was an ACL problem. We fixed this adding a ACL where all roles can edit custom groups of fields.
- 121
5
votes
How to bulk renew membership
We've done this sort of thing in our Direct Debit extensions. From memory if there is a recurring record and the membership is set to auto renew then it works fine i.e. renews the membership as needed....
- 2,386
5
votes
Creating a custom search to produce contributions as results
Start with the code for Find Contributions (https://github.com/civicrm/civicrm-core/blob/master/CRM/Contribute/Form/SearchContribution.php) and customize it as necessary to get the results you want, ...
- 6,641
5
votes
Accepted
What is the best way to record in-kind contributions?
If you create a separate financial type for in-kind donations, you can both track those separately and exclude them from the contribution reports (so as not to confuse things when you try to report on ...
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 ...
- 8,199
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 ...
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 ...
- 944
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 ...
- 26.6k
4
votes
How do I search for contacts with no contributions?
For contacts with no gifts ever, use Search Builder. Include contacts where >Contribution > Contribution ID > Is Null.
For contacts who didn't give within a specific timeframe, I can only come up ...
- 2,808
4
votes
How do I search for contacts with no contributions?
Summary Fields is a very cool extension that can do what you're talking about.
Once you set it up, you can search by many aggregate parameters including "total lifetime contributions".
- 3,148
4
votes
Accepted
CiviCRM does not have full functionality support for refunds and partial payments so what is the current way to tackle this type of situation?
Refunds and partial payments are two different things.
Currently for refunds the work-around is to edit the contribution (possibly associated with membership or event ticket purchase) and set amount ...
- 6,641
4
votes
Why are donations left as "pending" in CiviCRM when they went through in Paypal?
The way it works with paypal standard is that paypal informs civicrm that the payment has been done in the background via IPN (instant payment notification)
It means that paypal is sending ...
- 10.1k
4
votes
Is there a Gift Aid (UK) extension compatible with 4.6+?
I tried to contact both Veda (NFP) and CompuCorp on this, but no answer yet.
However, today I found the Compucorp Git repository, where there is a 4.6 branch for the Gift Aid module, which they seem ...
- 181
Only top scored, non community-wiki answers of a minimum length are eligible