Commit f4250d37 authored by MikeyMJCO's avatar MikeyMJCO
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Merge branch 'Deuce.Brandt-master-patch-89103' into 'master'

Update manual-entry-of-contributions.md on line 28 New Contribution Form is...

See merge request !528
parents 51ce8b85 3f20cd05
......@@ -25,20 +25,20 @@ To manually enter a contribution for a contact in your database:
transactions directly on your site, you may select the **Submit
Credit Card Contribution** option and process the payment
immediately.
4. Complete the new contribution form. The following screenshot shows
the offline contribution (i.e. contributions via check, cash, EFT,
etc.) form. If you selected to record a credit card contribution,
4. Complete the New Contribution Form. The following screenshot shows
the offline Contribution (i.e. contributions via check, cash, EFT,
etc.) Form. If you selected to record a credit card contribution,
the credit card form is almost identical except for the
payment-related
fields.![screenshot](../img/new_contribution_by_contact.png)
5. Record the Financial Type, amount, received date (the default is the
current day), receipt date (shown on the receipt generated by the
system), and status (the default is Completed). Any custom fields
5. Record the Financial Type, Amount, Received Date (the default is the
current day), Receipt Date (shown on the receipt generated by the
system), and Status (the default is Completed). Any custom fields
for contributions will also appear on this form.
6. The **Soft Credit To** field works with personal campaign pages
6. The **Soft Credit To** field works with Personal Campaign Pages
(PCPs) that harness your contacts' help for campaigns. When you
enter a donation manually on the contribution form for the
enter a donation manually on the Contribution Form for the
contributor, you can assign a soft credit to the owner of the PCP.
There is more information about PCPs and campaign fundraising pages
in the Set-up chapter of the CiviContribute section.
......@@ -55,18 +55,18 @@ To manually enter a contribution for a contact in your database:
If you find that you are entering more than a few contributions at the
same time, consider using the **Batch Data Entry** method.
## Batch entry of contribution, membership or pledge payments
## Batch entry of Contribution, Membership or Pledge Payments
The **Batch Data Entry** feature allows you to enter off-line contribution,
membership or pledge payments you have received using a batch entry grid input
The **Batch Data Entry** feature allows you to enter off-line Contribution,
Membership or Pledge Payments you have received using a batch entry grid input
screen where you can use the ‘autocopy’ icons at the top of each column to
quickly fill in field values. It eases data entry when you have a lot of
payments to record at one time. It also lets you verify the total
amount and count of items in the batch against the payments recorded on
your deposit slip(s).
Each batch contains either contribution payments or membership payments or
pledge payments. During the batch data entry you can create new contacts
Each batch contains either Contribution Payments or Membership Payments or
Pledge Payments. During the batch data entry you can create new contacts
on the fly. You can save the batch and return later to continue
entering payments. If you have the appropriate permissions, you can
also edit the total amount and count of items in the definition of the
......@@ -80,7 +80,7 @@ Here’s a simple workflow for bulk data entry:
The details for each step are listed below.
### 1. Create a new batch for data entry
### 1. Create a new batch for data entry.
Create a new batch to hold the multiple payments you want to record:
......@@ -91,22 +91,22 @@ From the menu, click on **Contributions > Batch Data Entry** or
Enter the following information:
- **Batch Name**: CiviCRM will create a default batch name ("Batch N" + open date), which you can edit (required field)
- **Batch Name**: CiviCRM will create a default Batch Name ("Batch N" + open date), which you can Edit (required field)
- **Type**: select the type of payment, e.g. Contribution, Membership
or Pledge Payment. This selects the appropriate reserved profile to
view in the batch entry grid screen (Contribution Batch Entry
view in the Batch Entry Grid Screen (Contribution Batch Entry
profile, Membership Batch Entry profile or Pledge Payment Batch
Entry profile)
- **Status**: the default will be “Open”
- **Number of items**: total of payment items in the batch (required
field)
- **Total amount**: total amount of all the payment items in the batch
- **Total amount**: Total Amount of all the payment items in the batch
(required field)
!!! note
Once a batch has a “closed status”, the batch will no longer be editable
You can edit or delete Batch information later on by going back to the
You can Edit or Delete Batch information later on by going back to the
**Bulk Data Entry** screen, then clicking on **Edit** or **Delete** next to
the batch you want.
......@@ -143,16 +143,16 @@ There are eight fields that appear for all batches:
- **Soft Credit**
- **Soft Credit Type**
When batch entering contribution payments the additional fields in the
When batch entering Contribution Payments the additional fields in the
standard profile are:
- **Source** : enter text that describes the source of the payment
- **Source**: enter text that describes the source of the payment
- **Paid by**: enter the type of payment vehicle, e.g. cash, check,
EFT, etc.
- **Check Number**: if paid by check
- **Invoice ID**
When batch entering membership payments you can choose to add a new
When batch entering Membership Payments you can choose to add a new
membership or renew an existing membership. The extra fields in the
standard profile are:
......@@ -196,10 +196,10 @@ time, click **Save & Continue Later**.
To find and add/edit more transactions into the batch later:
- From the menu, click on **Contributions > Batch Data Entry** or
click on **Membership > Batch Data Entry**, then click on**Enter
Records** next to the batch you want
click on **Membership > Batch Data Entry**, then click on** Enter
Records** next to the batch you want.
Then continue entering more transactions in the batch
Then continue entering more transactions in the batch.
Once you are finished entering payments into a batch, click **Validate &
Process the Batch**. The status of the batch will be set to
......@@ -218,9 +218,9 @@ the count or total don't match. In this case, you either:
![Batch entry form with validation errors.](../img/CiviCRM-Contributions-everydaytasks-ignoremismatchbatch.png)
### Search for contribution, membership or pledge payments in verified and processed batches
### Search for Contribution, Membership or Pledge Payments in verified and processed batches
You can search for contribution or membership payments in verified and
You can search for Contribution or Membership Payments in verified and
processed batches in a several ways:
- From the menu, click on **Searches > Find Contributions** , enter
......@@ -231,7 +231,7 @@ processed batches in a several ways:
enter any contribution criteria, and under **Batch Name**, select
the batch you want;
- From the menu, click on **Contributions > Batches** , then select
**Closed** in the **Status**field;
**Closed** in the **Status** field;
- From the menu, click on **Memberships > Batches** , then select
**Closed** in the **Status** field;
- From the menu, click on **Pledge Payments > Batches**, then
......@@ -251,10 +251,10 @@ or **New Organization** accordingly. To change the fields of
information you want to collect for these contacts:
- Go to the menu and click **Administer > Customize Data and Screens > Profiles**, then click on **Reserved Profiles** tab. Click on
**Fields** next to called **New Individual, New Household**, or
**Fields** next to **New Individual, New Household**, or
**New Organization**.
- You can then add, edit or rearrange the fields as you want to see
them in the batch entry input grid. See [Profiles](../organising-your-data/profiles.md) to learn more about profiles, generally.
them in the Batch Entry Input Grid. See [Profiles](../organising-your-data/profiles.md) to learn more about profiles.
!!! tip
Reserved profiles for **New Individual, New Organization**,
......@@ -267,10 +267,10 @@ information you want to collect for these contacts:
The screenshot above is CiviCRM’s default configuration of the New Individual profile,
which is used when you select to create a new contact for an individual
during batch entry of contributions or membership payments.
during batch entry of Contributions or Membership Payments.
To alter the profile of fields of information you want to collect for
contributions or membership payments, you will need to update the
To alter the profile fields of information you want to collect for
Contributions or Membership Payments, you will need to update the
reserved profiles called **Contribution Batch Entry** or **Membership
Batch Entry**:
......@@ -280,24 +280,24 @@ Profiles**, then click on **Reserved Profiles** tab. Click on
**Membership Batch Entry** profile.
- You can then add, edit , or rearrange the fields in this profile,
e.g. you may have other custom contribution fields you would like to
display and collect information, and display in the batch entry
input grid. To find out more read [Profiles](../organising-your-data/profiles.md).
display and collect information, and display in the Batch Entry
Input Grid. To find out more read [Profiles](../organising-your-data/profiles.md).
![screenshot](../img/CiviCRM-Contributions-SetUp-contribution-batch-entry-profile.png)
Above is CiviCRM’s default configuration for the Contribution Batch
Entry profile, which is used when you record information about a
contact’s contribution or pledge payment.
contact’s Contribution or Pledge Payment.
![screenshot](../img/CiviCRM-Contributions-SetUp-membership-batch-entry-profile.png)
Above is CiviCRM’s default configuration for the Membership Batch Entry
profile, which is used when you record information about a contact’s
membership payment.
Membership Payment.
## Importing contributions
If you have not imported data before, please read [Importing data into civicrm](../common-workflows/importing-data-into-civicrm.md).
If you have not imported data before, please read [Importing data into CiviCRM](../common-workflows/importing-data-into-civicrm.md).
### Required fields
......
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