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Author Topic: Paying a deposit and then the balance on events  (Read 1441 times)

stevethepug

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Paying a deposit and then the balance on events
April 26, 2011, 03:25:25 am
I'd very much like to give users the option of signing up for events by paying a deposit of say 10% of the total amount due and then paying the rest over a period of up to 12 months. Ideally I'd like Civi to keep track of how much they have paid and how much they still owe and chase them for outstanding payment at set times.

Can anyone tell me if that is even possible and point me in the right direction if it is?

Any advice very gratefully received!

Donald Lobo

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Re: Paying a deposit and then the balance on events
April 26, 2011, 09:46:46 am

There is a CiviCRM Make It Happen: http://civicrm.org/mih that is the first step towards doing the below (also known as partial payments):

Accounting integration improvements and Quickbooks integration

http://civicrm.org/mih#accounting

Would be great if your firm / your clients can look at the spec and details and help fund the needed development

lobo
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stevethepug

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Re: Paying a deposit and then the balance on events
April 28, 2011, 03:19:32 am
Many thanks - will take a look!

dafeder

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Re: Paying a deposit and then the balance on events
April 29, 2011, 07:48:59 am
I have similar needs and am working on a stop-gap measure while the MIH... happens. I'm working on using some custom fields and hooks to replicate this behavior.

Donald - I'm having a difficult time understanding exactly what is entailed in the current MIH campaign to decide if it makes sense to ask my client to support it.

I'm new to the whole MIH model - the goal is reached, is there a roadmap/timeline for rolling out these new features?

Thanks,
Dan

Donald Lobo

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Re: Paying a deposit and then the balance on events
April 29, 2011, 12:02:58 pm

The MIH's are on a release basis, the current set of MIH's here:

http://civicrm.org/mih

are for the 4.1 release which is expected 3-5 months from the 4.0 release. In very few cases, we squeeze it into a 3.4.x release (primarily depending on the size of the MIH and the timeline of the sponsor(s))

The accounting MIH is very large, and hence will be in 4.1 (if the target is met). Please feel free to ask more questions and we can clarify and maybe synthesize it into a blog post.

We'll also have a 4.1 roadmap / feature set in the next few weeks here:

http://wiki.civicrm.org/confluence/display/CRM/CiviCRM+v4.1

at which point we'll have a better idea on what things will be part of 4.1

lobo
lobo
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM (Moderator: Dave Greenberg) »
  • Paying a deposit and then the balance on events

This forum was archived on 2017-11-26.