CiviCRM Community Forums (archive)

For an editor of a CiviCRM site, there are 5 differents form to create a new contribution :
- from contribution tab of a contact, create a contribution with a credit card
- from contribution tab of a contact, create a contribution with other payment instrument (check, ...)
- from membership tab of a contact, create a contribution for a membership with a credit card
- from membership tab of a contact, create a contribution for a membership with other payment instrument (check, ...)
- create a contribution without knowing the contact by using the general "New contribution"

I see several problems with this :
- complex for a user to find the form he need
- some use case are impossible to accomplish (ex: create a monthly membership with recurring credit card payment or doing a preauthorized recurring payment which is a recurring payment without the need of a credit card / gateway)

Can we imagine one form to do all this ?
For example, modify the general "New contribution" form by adding :
- a checkbox "Membership" which allow to enter membership information if checked.
- a checkbox "Credit card" which allow to do a payment by credit card using a gateway
- recurring payment option which allow either to do a credit card automatic payment or a pledge check payment (other subject but maybe consider to consolidate also pledge and recurring paiement which seems to have a lot in common).

Any thought ?

Ok, thank you Dave.
If i am lucky, it will work with only a few changes in templates/CRM/Contribute/Form/Contribution.tpl and templates/CRM/Member/Form/Membership.tpl
I will see how difficult it is to add javascript to switch between the 2 modes.