crm.fsf.org/20131203/files/sites/all/modules-new/civicrm/templates/CRM/Contribute/Page/Tab.hlp

   1 {*
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  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 Instrument{/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 instrument 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}