admin credit card processing for contributions and memberships

[dalin]

We have a client that is needing the ability to have administrators process credit card deductions for contributions and memberships.  So that they can do things like take new memberships by phone.  Does anyone have ideas for how to implement this? 

My original idea is to copy functionality from the Drupal Masquerade module.  Which would basically switch to the contact's Drupal user, the admin then visits the contribution pages as the contact, and then after the payment is processed switch back to the admin user.  The downside of this technique is that there needs to be a Drupal user for the contact, and if not then we need to create one.  Though the upside is that then the contact has the ability to log in to the website to renew etc.

Ideally we could look at getting a less hacky method into core civicrm.  I'm guessing that many organizations would benefit from this. 

[Donald Lobo]

Dave:

here's one proposed workflow. lets assume we only do this for payment processors like PayPal Web Payment Pro, Authorize.net or Moneris (where u can collect credit card and send over a request/get response etc)

1. introduce option to enable "real-time" contrib in offline contribution page and payment processor to be used

2. if enabled add credit card fields and billing info fields to form

3. in postProcess make the right calls (the code is there already) to process the contrib

We reuse a lot of the code we already have, we continue our policy of NOT storing credit cards in DB and we implement a useful feature

If this is super important, we could potentially get this in the 1.8 release (code freeze is 10 days away). I suspect this will take between 30-50 hours to make it generic and integrated etc. We can chat on IRC with regard to more details.

lobo

[Donald Lobo]

I have created an issue for this feature (and mostly implemented it) at:

http://issues.civicrm.org/jira/browse/CRM-1987

This enables admin to make contributions on behalf of a user for certain payment processors. We dont currently handle memberships, but i suspect we can find a work around for this for 1.8

lobo

[dalin]

Once again lobo you've gone above and beyond. 

Thanks