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 ...
- 6,731
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 ...
- 30.7k
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.
- 15.1k
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 ...
- 17.5k
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 ...
- 38.6k
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 ...
- 30.7k
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
- 30.7k
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 ...
- 15.1k
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. ...
- 6,936
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 ...
- 8,253
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 ...
- 994
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 ...
- 30.7k
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....
- 2,087
4
votes
Joining fee for new memberships
You could include the joining fee in the membership fee, and then give an automatic discount (joining fee amount) for renewals (requires testing).
Or, some custom code could be written to remove the ...
- 2,826
4
votes
How to send "thank you" emails to donors?
Although it will not be a completely clear-cut solution without any work, you could try to use CiviRules? It allows you to specify sending a email to the donor 1 week after the actual receipt of the ...
- 11.8k
4
votes
Create a user and associate it with an individual of an organization
If you set up a Contribution page to require 'on behalf of organisation', and include a Profile on the page that is set to 'require user creation' then the outcome is that John fills in the form, ...
- 28.1k
4
votes
Automated soft credits based on rules
Here is an extension that automatically creates a soft credit. I use it with my org and it works great. I'm running 4.7.2 with drupal 7.
https://github.com/PalanteJon/coop.palantetech.module....
- 1,411
4
votes
Webform Civi Payment fields not showing up
Presumably you are on 7.x-4.15 of webform_civicrm since you say you just upgraded. If you switch back to 7.x-4.14, does it work? If so, it looks like the same issue I logged here: https://www....
- 12.9k
4
votes
Find contacts who haven't donated
Create a group of your donors, and then run a Custom Search of Include/Exclude.
One option is to create a group (preferably a smart group) using "Advanced Search" or "Find Contributions": the only ...
- 4,994
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, ...
- 61
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.
...
- 17.5k
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'...
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, ...
- 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 ...
- 30.7k
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).
- 15.1k
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 ...
- 30.7k
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 ...
- 15.1k
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