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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviContribute (Moderator: Donald Lobo) »
  • Attach files to contribution record
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Author Topic: Attach files to contribution record  (Read 363 times)

Anthony F. Camilleri

  • I post occasionally
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  • Posts: 51
  • Karma: 2
  • CiviCRM version: 4.4.3
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  • MySQL version: 5.1
  • PHP version: 4.3
Attach files to contribution record
February 06, 2014, 03:28:43 am
Hi all,

I would like to be able to attach scans of the bank statements to contribution records in civicrm. Does anyone know a way to do this, or can you point me to the right direction in the documentation?

Thanks in advance,

Anthony

Rajesh

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  • Posts: 78
  • Karma: 10
  • CiviCRM version: 4.2.x, 4.3.x, 4.4.x
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  • MySQL version: 5.5.20
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Re: Attach files to contribution record
February 06, 2014, 03:37:25 am
Hi Anthony

You can create a new custom field set (used for Contributions) and then create a custom field of Data and Input Field Type 'File' in the custom group. When adding/editing contribution, you can attach the scanned bank statement in this custom field.

Documentation about custom fields: http://book.civicrm.org/user/current/organising-your-data/custom-fields/

- Rajesh

Anthony F. Camilleri

  • I post occasionally
  • **
  • Posts: 51
  • Karma: 2
  • CiviCRM version: 4.4.3
  • CMS version: wordpress
  • MySQL version: 5.1
  • PHP version: 4.3
Re: Attach files to contribution record
February 06, 2014, 09:08:55 am
Thanks! Didn't realise it was that easy!

Anthony
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviContribute (Moderator: Donald Lobo) »
  • Attach files to contribution record

This forum was archived on 2017-11-26.