Aller directement à la fin des métadonnées
Aller au début des métadonnées

Administer CiviCRM - CiviContribute

Use CiviContribute to accept contributions, offer premiums, ask contributors custom questions, collect and acknowledge payments online. This section covers the administrative tasks related to setting up and managing CiviContribute.

Configure Financial AccountsConfigure Financial Accounts, especially initially and before exporting to accounting packages
Configure Financial TypesSetup and Configure Financial Types and Relationships with Financial Accounts

Configure Premiums

Setup and Configure Premiums

Payment Processors

Setup and Configure a Payment Processor

Payment Instruments

Setup and Configure Payment Instruments

Accepted Credit Cards

Setup and Configure Accepted Credit Cards

Discount codesUse the CiviDiscount extension to create discount codes for contributions.
Enabling CiviCRM Modules

If you don't see the Administrative options for CiviContribute in the control panel, you will need to enable the component. Go to Administer CiviCRM >> Global Settings >> Enable Components to do this. See Enable Components.

Enabling CiviCRM Contribution tab

CiviCRM Contribution tab should be enabled by default after enabling the component, however if you don't see it on the single contact record view page, you will need to enable it. Go to Administer CiviCRM >> Customize Data and Screens >> Display Preferences  and enable "Contributions" checkbox in "Viewing Contacts" section.

Étiquette
  • Aucun