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  1. CiviCRM
  2. CRM-1938

Generate Receipts for Manually Entered (offline) Contributions

    Details

    • Type: New Feature
    • Status: Done/Fixed
    • Priority: Minor
    • Resolution: Fixed/Completed
    • Affects Version/s: 1.8
    • Fix Version/s: 1.8
    • Component/s: CiviContribute
    • Labels:
      None

      Description

      Rationale
      ========
      Currently, if a Contribution is added using New Contribution form from the Contact's Contribution tab - there is no easy way to send a receipt for the contribution. Also, the layout of the Create/Edit Contribution form needs improvements.

      Implementation
      ============
      1. Rearrange Contribution form (contact/view/contribution?reset=1&action=add or action=update) as follows:

      • These fields stay in main fieldset in this order:
      • Contribution Type, Total Amount, Received, Paid By, Source, Receipt Sent
      • Fieldset for Custom contribution fields should appear immediately after the main fields.
      • Move the following fields into a collapsible nested fieldset. Legend = "Additional Details". For action=add, the fieldset is collapsed. For action=update, the fieldset is "shown" if one or more fields are populated. (Check the code for Profile Settings to see an example of this - UF/Form/Group.php, .tpl).
      • Notes, Thank-you Sent (date), Transaction ID, Invoice ID, Non-deductible Amount, Fee Amount, Net Amount
      • Move the the existing nested fieldset for "Premium Information" so it appears below "Additional Details" and also modify it so that it is also collapsed by default - but expanded on update if either of the two premium fields are populated.
      • Move the following fields into a collapsible nested fieldset. Legend = "Cancellation" - appearing after the Premiums fieldset. For action=add, the fieldset is collapsed. For action=update, the fieldset is "shown" if one or more fields are populated. We should also show it if Contribution Status is changed to Cancel or Cancel is selected when form is loaded.
      • Cancelled (date), Cancellation Reason

      2. A new checkbox for receipt generation is added to the form IF the contact associated with this record has a valid primary email address. Place the new field after the "Source" field:

      • default = false
      • label = "Email a receipt for this contribution to $primaryEmailAddress?"

      3. Add javascript which tests if "Email receipt..." is checked. If true, have user Confirm on form save. This is to prevent accidental sending of receipts - particularly when updating (editing).
      "Click OK to save this contribution record AND send a receipt to the contributor now."

      4. Create a modified version of our online Contribution receipt. For now, we won't handle Membership receipting - so you can chop out those sections. Also remove any fields that aren't present in the offline form - and add ones that are on the form and populated.

      Remove:

      • Recurring
      • Credit Card section
      • Billing Name and Address section

      Retain:

      • Contribution Info (w/ receive_date and trxn_id if they are populated)
      • In Honor Of (if true),
      • Custom Group(s)

      Add:

      • hardcoded message text in .tpl (replaces configurable $receipt_txt) {ts}

        Thanks for your support.

        {/ts}
      • Paid By: (under contrib info - if value)

      NOTE: We will advise folks that they can create a custom version of this new template with whatever other text they want (as we are not giving them a way to pass in custom text from the DB).

      5. PostProcess() for a new contribution should format and send the email receipt on "Save" if checkbox was checked.

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            • Assignee:
              sunil Sunil Pawar
              Reporter:
              dgg David Greenberg
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              Dates

              • Created:
                Updated:
                Resolved: