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