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 ...
- 6,741
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 ...
- 34.5k
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.
- 15.2k
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 ...
- 39.4k
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 ...
- 34.5k
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
- 34.5k
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 ...
- 15.2k
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. ...
- 7,191
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 ...
- 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 ...
- 34.5k
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.
...
- 19.1k
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....
- 2,097
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 ...
- 34.5k
4
votes
Accepted
Field Source doesn't appear in Import Contributions
The contribution source field is available during import and export. Its labeled as 'Contribution Source'.
- 34.5k
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).
- 15.2k
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 ...
- 34.5k
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 ...
- 15.2k
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 ...
- 15.2k
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
- 34.5k
4
votes
Is it possible to reassign a contribution linked to a membership?
Pradeep's answer is good if this is a one-off situation. If you think you might encounter this on an ongoing basis, the Link Membership to Contributions extension is designed precisely for this. ...
- 39.4k
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 ...
- 15.2k
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.
- 13.6k
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
...
- 39.4k
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/...
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" ...
- 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 ...
- 11.9k
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 ...
- 6,931
4
votes
Accepted
Expected one Contribution but found 25
Since Imran is on CiviCRM Spark, I had a quick look at the issue. I think it was caused by the field mapping, where the import was trying to import the "Contribution Status", but there wasn't a status ...
- 3,441
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