Author Topic: Accounting for transaction fees in offline registration (Read 1544 times)

minorscience · June 09, 2009, 02:13:40 pm

The lion's share of our event registrations and contributions are manually performed in-house by our development staff and are considered "Offline Registrations".

As such, a $1,000 credit card contribution is reported as $1,000 in the Contribution Summary. This is incorrect as a small percentage is assessed by the credit card company, Google Checkout, etc. Am I correct in understanding that there is no way to add a variable to Price Set (expressed as a percentage or table of graduated percentages) that is calculated against the contributed amount? The Additional Details form in the default New Contribution page contains fields for Fee Amount and Net Amount, though do not seems to be calculated in the Contribution Summary.

Should this be posted as an issue in Jira? Else, CiviContribute would be reporting 2-3% higher than actual receivables.

Please advise.

Dave Greenberg · June 09, 2009, 02:43:03 pm

Quote from: minorscience on June 09, 2009, 02:13:40 pm

Am I correct in understanding that there is no way to add a variable to Price Set (expressed as a percentage or table of graduated percentages) that is calculated against the contributed amount? The Additional Details form in the default New Contribution page contains fields for Fee Amount and Net Amount, though do not seems to be calculated in the Contribution Summary.

I'm pretty sure you can "report" on the net amounts by exporting the contributions with the net amount field (if your staff is entering that value). However, this seems a bit onerous. Another option is to implement a function which automatically calculates the net amounts (and either puts it in the "total" field, or the net amount field (depending on what you want to see in the data / screens /etc.). Then call that function using the post process hook.

minorscience · June 09, 2009, 03:27:06 pm

Thanks for the feedback. You are right...putting the transaction fee and net amount is onerous and error prone. It's better to compute that by other means, i.e. programatically. I'm fine with performing a customization. Is it possible to write something and then propose it as a feature for a future build?

Dave Greenberg · June 09, 2009, 04:57:26 pm

I'd start with implementing your org's needs either as a hook (or if you have trigger privileges, a trigger might be much easier to implement
and will be enforced for all contributions).

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Author Topic: Accounting for transaction fees in offline registration (Read 1544 times)

minorscience

Accounting for transaction fees in offline registration

Dave Greenberg

Re: Accounting for transaction fees in offline registration

minorscience

Re: Accounting for transaction fees in offline registration

Dave Greenberg

Re: Accounting for transaction fees in offline registration