templates/CRM/Contribute/Page/Tab.hlp

   1 {*
   2  +--------------------------------------------------------------------+
   3  | CiviCRM version 5                                                  |
   4  +--------------------------------------------------------------------+
   5  | Copyright CiviCRM LLC (c) 2004-2019                                |
   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-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
  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
  47 {htxt id="payment_instrument_id-title"}
  48   {ts}Payment Method{/ts}
  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>
  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}
  55   </p>
  56
  57 {/htxt}
  58
  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}
  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>
  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}
  84 </p>
  85 <p>
  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}
  87 </p>
  88 {/htxt}
  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}