| 1 | {* |
| 2 | +--------------------------------------------------------------------+ |
| 3 | | CiviCRM version 4.7 | |
| 4 | +--------------------------------------------------------------------+ |
| 5 | | Copyright CiviCRM LLC (c) 2004-2015 | |
| 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 | |
| 33 | {htxt id="id-financial_type-title"} |
| 34 | {ts}Financial Type{/ts} |
| 35 | {/htxt} |
| 36 | {htxt id="id-financial_type"} |
| 37 | {ts}Select the appropriate financial type for this transaction.{/ts} |
| 38 | {/htxt} |
| 39 | |
| 40 | {htxt id="payment_instrument_id-title"} |
| 41 | {ts}Payment Method{/ts} |
| 42 | {/htxt} |
| 43 | {htxt id="payment_instrument_id"} |
| 44 | <p> |
| 45 | {ts}Choose the method by which this transaction was paid.{/ts} |
| 46 | </p><p> |
| 47 | {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} |
| 48 | </p> |
| 49 | |
| 50 | {/htxt} |
| 51 | |
| 52 | {htxt id="id-trans_id-title"} |
| 53 | {ts}Transaction ID{/ts} |
| 54 | {/htxt} |
| 55 | {htxt id="id-trans_id"} |
| 56 | {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} |
| 57 | {/htxt} |
| 58 | |
| 59 | {htxt id="id-soft_credit-title"} |
| 60 | {ts}Soft Credit{/ts} |
| 61 | {/htxt} |
| 62 | {htxt id="id-soft_credit"} |
| 63 | <p> |
| 64 | {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} |
| 65 | </p> |
| 66 | <p> |
| 67 | {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} |
| 68 | </p> |
| 69 | {/htxt} |
| 70 | |
| 71 | {htxt id="id-pcp-title"} |
| 72 | {ts}Personal Campaign Page{/ts} |
| 73 | {/htxt} |
| 74 | {htxt id="id-pcp"} |
| 75 | <p> |
| 76 | {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} |
| 77 | </p> |
| 78 | <p> |
| 79 | {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} |
| 80 | </p> |
| 81 | {/htxt} |
| 82 | |
| 83 | {htxt id="adjust-payment-amount-title"} |
| 84 | {ts}Payment Amount{/ts} |
| 85 | {/htxt} |
| 86 | {htxt id="adjust-payment-amount"} |
| 87 | {ts}If you enter a payment which is different than the scheduled amount, choose one of these options:{/ts} |
| 88 | <p> |
| 89 | <strong>{ts}Adjust Pledge Payment Schedule{/ts}</strong><br /> |
| 90 | {ts}The next scheduled payment will be adjusted up or down to make up the difference.{/ts}<br /> |
| 91 | <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> |
| 92 | </p> |
| 93 | <p> |
| 94 | <strong>{ts}Adjust Total Pledge Amount{/ts}</strong><br /> |
| 95 | {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 /> |
| 96 | <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> |
| 97 | </p> |
| 98 | {/htxt} |