{* +--------------------------------------------------------------------+ | CiviCRM version 4.7 | +--------------------------------------------------------------------+ | Copyright CiviCRM LLC (c) 2004-2017 | +--------------------------------------------------------------------+ | This file is a part of CiviCRM. | | | | CiviCRM is free software; you can copy, modify, and distribute it | | under the terms of the GNU Affero General Public License | | Version 3, 19 November 2007 and the CiviCRM Licensing Exception. | | | | CiviCRM is distributed in the hope that it will be useful, but | | WITHOUT ANY WARRANTY; without even the implied warranty of | | MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. | | See the GNU Affero General Public License for more details. | | | | You should have received a copy of the GNU Affero General Public | | License and the CiviCRM Licensing Exception along | | with this program; if not, contact CiviCRM LLC | | at info[AT]civicrm[DOT]org. If you have questions about the | | GNU Affero General Public License or the licensing of CiviCRM, | | see the CiviCRM license FAQ at http://civicrm.org/licensing | +--------------------------------------------------------------------+ *} {htxt id="id-contrib_source-title"} {ts}Source{/ts} {/htxt} {htxt id="id-contrib_source"} {ts}Optional identifier for the contribution source (campaign name, event, mailer, etc.).{/ts} {/htxt} {htxt id="id-financial_type-title"} {ts}Financial Type{/ts} {/htxt} {htxt id="id-financial_type"} {ts}Select the appropriate financial type for this transaction.{/ts} {/htxt} {htxt id="payment_instrument_id-title"} {ts}Payment Method{/ts} {/htxt} {htxt id="payment_instrument_id"}
{ts}Choose the method by which this transaction was paid.{/ts}
{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}
{/htxt} {htxt id="id-trans_id-title"} {ts}Transaction ID{/ts} {/htxt} {htxt id="id-trans_id"} {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} {/htxt} {htxt id="id-soft_credit-title"} {ts}Soft Credit{/ts} {/htxt} {htxt id="id-soft_credit"}{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}
{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}
{/htxt} {htxt id="id-pcp-title"} {ts}Personal Campaign Page{/ts} {/htxt} {htxt id="id-pcp"}{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}
{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}
{/htxt} {htxt id="adjust-payment-amount-title"} {ts}Payment Amount{/ts} {/htxt} {htxt id="adjust-payment-amount"} {ts}If you enter a payment which is different than the scheduled amount, choose one of these options:{/ts}
{ts}Adjust Pledge Payment Schedule{/ts}
{ts}The next scheduled payment will be adjusted up or down to make up the difference.{/ts}
{ts}Example: If you enter a payment of 60 when the scheduled amount is 50, the next scheduled payment is adjusted to 40.{/ts}
{ts}Adjust Total Pledge Amount{/ts}
{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}
{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}