Author Topic: Applying Membership Payments Financial Type Dynamically by Join / Renew mode (Read 451 times)

Tim Gummer · May 10, 2013, 01:44:47 am

We have a site with a membership join/renew contribution form set up. Our problem is that all contributions are showing a financial type of Renew, when they should show Join Web OR Renew Web dependent on whether they are joining or renewing. I've checked in the db and it does appear that this is a matter of how the contributions are recorded, rather than their labelling on contribution search results or the contact's contribution tab.

Feels like a bug, but i feel like there should be a setting for this somewhere - in profiles or contribution pages or financial types - Can no find.

And I'm sure someone else must have had this issue too - but maybe we're outliers here. Would appreciate any advice - thanks!

Tim Gummer · May 10, 2013, 02:08:40 am

Actually - I'm seeing in the help

Financial Type
[/size][/color]
[/size]Select the corresponding financial type for contributions made using this page (e.g. donation, capital campaign, etc.). Financial types (and associated accounting codes) are included when contributions are exported, so it can helpful to set up specific types for accounting purposes. You can add or modify contribution available types from Administer > CiviContribute > Financial Types. [/color]
[/size][/color]
[/size]NOTE: If you are using this contribution page for membership signup and renewals, the financial type configured in the membership type settings will be used when recording the membership payment. The financial type selected here will only be used if you are also collecting additional contributions (as configured on the Membership Settings page).
[/size][/color]
[/size]Does this mean we're screwed?[/color]
[/size][/color]

Chris Burgess · May 12, 2013, 07:04:57 pm

If this is fixed to membership and there's no other column which you can export to show this, I guess you'd either need to calculate it on export (eg

Code: [Select]

IF(join_date < $current_year, 'Renew', 'Join')) or catch the contribution storage in a CiviCRM hook and modify the financial type there.

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Author Topic: Applying Membership Payments Financial Type Dynamically by Join / Renew mode (Read 451 times)

Tim Gummer

Applying Membership Payments Financial Type Dynamically by Join / Renew mode

Tim Gummer

Re: Applying Membership Payments Financial Type Dynamically by Join / Renew mode

Chris Burgess

Re: Applying Membership Payments Financial Type Dynamically by Join / Renew mode