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CiviCRM 4.1 Documentation

Developer Resources


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Return to Administrator's Guide (supplement)

Payment Instruments Overview

Payment Instruments provides a way to setup the type of payment for contributions. There are a default set of Payment Instruments pre-installed with CiviCRM: Credit Card, Debit Card, Cash, Check and EFT. Any of these may be used when entering offline contributions. However, for Online Contributions - Credit Card is currently the only available payment instrument.

Use this function to modify or add new Payment Instruments.

Payment Instruments

Begin at the Administer CiviCRM page. In the CiviContribute section, choose Payment Instruments.

You will see a list of existing payment instruments. You can create a NEW payment instrument or Edit, Disable or Delete EXISTING payment instruments using the links to the right of each instrument.

NEW

To enter a New Payment Instrument, click on the >>New Payment Instrument link at the bottom of the list of payment instruments.

Type in the Label, Description and Weight". You can enable/disable the option by checking or unchecking the box labeled *Enabled?

Click Save to save the payment instrument.

If successful, you will see the message:

The Payment Instrument "Reward Points" has been saved.

EXISTING

For EXISTING payment instruments you can Edit, Disable or Delete each option using the links to the right of each payment instrument.

EDIT

Selecting Edit will bring you to the Edit Payment Instrument Option page where you can change the Label, Description and Weight for each option. Here you can also enable/disable the payment instrument by checking or unchecking the box labeled Enabled?

Click Save to save the payment instrument.

If successful, you will see the message:

The Payment Instrument "Reward Points" has been saved.

DISABLE

Select Disable to temporarily disable an existing payment instrument. You will see the warning:

"Are you sure you want to disable this Payment Instrument? Users will no longer be able to select this value when adding or editing Payment Instrument"

Click OK to continue or Cancel to cancel disabling the payment instrument.

To re-enable the payment instrument, simply click on Enable.

DELETE

Select Delete to delete the payment instrument. You will be given this warning:

WARNING: Deleting this option will result in the loss of all Payment Instrument related records which use the option. This may mean the loss of a substantial amount of data, and the action cannot be undone. Do you want to continue?

Click Delete to continue or Cancel to cancel the deletion.

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