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1 | {* |
2 | +--------------------------------------------------------------------+ | |
fee14197 | 3 | | CiviCRM version 5 | |
6a488035 | 4 | +--------------------------------------------------------------------+ |
8c9251b3 | 5 | | Copyright CiviCRM LLC (c) 2004-2018 | |
6a488035 TO |
6 | +--------------------------------------------------------------------+ |
7 | | This file is a part of CiviCRM. | | |
8 | | | | |
9 | | CiviCRM is free software; you can copy, modify, and distribute it | | |
10 | | under the terms of the GNU Affero General Public License | | |
11 | | Version 3, 19 November 2007 and the CiviCRM Licensing Exception. | | |
12 | | | | |
13 | | CiviCRM is distributed in the hope that it will be useful, but | | |
14 | | WITHOUT ANY WARRANTY; without even the implied warranty of | | |
15 | | MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. | | |
16 | | See the GNU Affero General Public License for more details. | | |
17 | | | | |
18 | | You should have received a copy of the GNU Affero General Public | | |
19 | | License and the CiviCRM Licensing Exception along | | |
20 | | with this program; if not, contact CiviCRM LLC | | |
21 | | at info[AT]civicrm[DOT]org. If you have questions about the | | |
22 | | GNU Affero General Public License or the licensing of CiviCRM, | | |
23 | | see the CiviCRM license FAQ at http://civicrm.org/licensing | | |
24 | +--------------------------------------------------------------------+ | |
25 | *} | |
26 | {htxt id="id-contrib_source-title"} | |
27 | {ts}Source{/ts} | |
28 | {/htxt} | |
29 | {htxt id="id-contrib_source"} | |
30 | {ts}Optional identifier for the contribution source (campaign name, event, mailer, etc.).{/ts} | |
31 | {/htxt} | |
32 | ||
6bc9ca96 | 33 | {htxt id="id-total_amount-title"} |
34 | {ts}Total Amount{/ts} | |
35 | {/htxt} | |
36 | {htxt id="id-total_amount"} | |
37 | {ts 1='target="_blank" href="https://civicrm.org/extensions/line-item-editor"'}You are not allowed to change the total amount as it will lead to incorrect line item entries. You can either delete or recreate or install <a %1>Line Item Editor</a>.{/ts} | |
38 | {/htxt} | |
39 | ||
6a488035 TO |
40 | {htxt id="id-financial_type-title"} |
41 | {ts}Financial Type{/ts} | |
42 | {/htxt} | |
43 | {htxt id="id-financial_type"} | |
44 | {ts}Select the appropriate financial type for this transaction.{/ts} | |
45 | {/htxt} | |
46 | ||
d20225bb | 47 | {htxt id="payment_instrument_id-title"} |
536f0e02 | 48 | {ts}Payment Method{/ts} |
d20225bb CW |
49 | {/htxt} |
50 | {htxt id="payment_instrument_id"} | |
51 | <p> | |
52 | {ts}Choose the method by which this transaction was paid.{/ts} | |
53 | </p><p> | |
536f0e02 | 54 | {ts}Note: if the correct payment method is not listed here (e.g. for in-kind donations) ask your administrator to add a new option to this list.{/ts} |
d20225bb CW |
55 | </p> |
56 | ||
57 | {/htxt} | |
58 | ||
6a488035 TO |
59 | {htxt id="id-trans_id-title"} |
60 | {ts}Transaction ID{/ts} | |
61 | {/htxt} | |
62 | {htxt id="id-trans_id"} | |
63 | {ts}Unique payment ID for this transaction. The Payment Processor's transaction ID will be automatically stored here on online contributions.{/ts} {ts}For offline contributions you can record a bank transfer ID or other identifier if applicable.{/ts} | |
64 | {/htxt} | |
65 | ||
66 | {htxt id="id-soft_credit-title"} | |
67 | {ts}Soft Credit{/ts} | |
68 | {/htxt} | |
69 | {htxt id="id-soft_credit"} | |
70 | <p> | |
71 | {ts}Use to indicate that a contact has a relationship with the actual donor and / or was indirectly responsible for the contribution. For example, if one family member makes a large contribution - it is often useful to record a Soft Credit for the other family member(s). You can record a soft credit while adding or editing a contribution record from this tab.{/ts} | |
72 | </p> | |
73 | <p> | |
74 | {ts}When a contribution is made via a Personal Campaign Page, a soft credit for that contribution is automatically assigned to the contact who created the Personal Campaign Page.{/ts} | |
b6545333 | 75 | </p> |
76 | {/htxt} | |
77 | ||
78 | {htxt id="id-pcp-title"} | |
79 | {ts}Personal Campaign Page{/ts} | |
80 | {/htxt} | |
81 | {htxt id="id-pcp"} | |
82 | <p> | |
67c4362a | 83 | {ts}Use this section to indicate that the contribution came in via a constituent's Personal Campaign Page (PCP), OR should be credited to that PCP post facto.{/ts} |
b6545333 | 84 | </p> |
85 | <p> | |
67c4362a | 86 | {ts}When contributions are made via a Personal Campaign Page a soft credit (of type 'Personal Campaign Page') is automatically created and assigned to the 'owner' of the the Personal Campaign Page.{/ts} |
6a488035 | 87 | </p> |
6bc9ca96 | 88 | {/htxt} |
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89 | |
90 | {htxt id="adjust-payment-amount-title"} | |
91 | {ts}Payment Amount{/ts} | |
92 | {/htxt} | |
93 | {htxt id="adjust-payment-amount"} | |
94 | {ts}If you enter a payment which is different than the scheduled amount, choose one of these options:{/ts} | |
95 | <p> | |
96 | <strong>{ts}Adjust Pledge Payment Schedule{/ts}</strong><br /> | |
97 | {ts}The next scheduled payment will be adjusted up or down to make up the difference.{/ts}<br /> | |
98 | <em>{ts}Example: If you enter a payment of 60 when the scheduled amount is 50, the next scheduled payment is adjusted to 40.{/ts}</em> | |
99 | </p> | |
100 | <p> | |
101 | <strong>{ts}Adjust Total Pledge Amount{/ts}</strong><br /> | |
102 | {ts}The total amount of the pledge will be adjusted up or down to make up the difference. The payment schedule ( amounts / dates for future pending pledge payments ) is not changed.{/ts}<br /> | |
103 | <em>{ts}Example: If you enter a payment of 60 when the scheduled amount is 50, the total pledge amount will be increased by 10.{/ts}</em> | |
104 | </p> | |
105 | {/htxt} |