CiviCRM Community Forums (archive)

Hiya,

One of our clients has this workflow:

• A customer signs up for an event or membership. They can't pay by card at this stage so they choose "Offline payment". They complete the form, the membership is recorded as "Pending (Pay Later)", an invoice is sent to their email. This is all standard, expected behaviour.
• A couple of days later, they have a card and can pay with it. Usually this would be done via bank transfer, but instead they phone up our client and give them the details for their payment.
• To process the payment, our client must click "Add new credit card contribution", which creates a second, duplicate contribution.
• The client isn't able to copy the transaction ID across to the original contribution (that has the membership attached (it says the transaction ID already exists on the system)). Instead, they have to cancel the pending contribution and leave it with the new one.

They aren't happy with this workaround.

The client is aware that "add new credit card contribution" adds a new contribution rather than editing it. I've suggested that, if someone chooses "pay later", the form is disabled/a message is displayed saying "your membership has not been completed, please ring up and complete it here" and we disable membership registrations at that point to avoid duplicates. They aren't so keen on this approach as they value the invoices that are sent out automatically, and there are people who pay through their banks using those invoices anyway.

Unfortunately, they have quite a high volume of people following the above workflow and would like to try and avoid that. Ideally, they would like to click on "Edit" and add the user's credit card details that way, so that it can be processed through that interface as part of that contribution.

Is there a way to do this? We're happy to do customisations, I just don't know where to start

Thanks!

Hmmm just thinking out loud Sophie....can you track back to the 'pay later' contribution at the moment the credit card payment does come in? I reckon you should be able to do that using the invoice number?
If you can, then you could develop an extension that gives them an 'edit´ form and you make sure the right transactions are done to the DB? Or is this too simple.....

No worries Sophie, I would not dare to call myself an expert either, and we all need each others help!

I'd like to preface with "I'm not an expert Civi coder" so please bear with me...

Yes, I was thinking along those lines without actually knowing what stumbling blocks you will find on the way, but something along those lines seems easiest?