12 September, 2012
By pkeogan

Vanco Payment processor

 

BackOffice Thinking is pleased to release the Vanco payment processor to the CiviCRM community.  Today we are releasing versions for 3.4x and 4.1x and hope to have a 4.2x version shortly.

 

This processor allows single payment and recurring for credit cards and ACH (electronic check)

 

The Vanco payment processor is quite popular among religious organizations and we have been utilizing this processor for past 2 years with many of our clients.  Thanks for all the support from the Vanco team along way.

 

The files, including detailed instructions, can be downloaded here.

Vanco 3.3 and 3.4

Vanco 4.1

 

The installation is more involved than other...

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12 May, 2012

I am starting a project that will allow CiviCRM to support the needs of an Australian non-profit. This non-profit is subject to the Australian Goods & Services Tax rules (GST) for some but not all transactions.

The GST requirements apply whenever the non-profit provides a tangible good or service in exchange for a payment. This is most common with their dinners, selling DVDs, and items from their gift shop. 

 I have written up the requirements and possible approaches on the CiviCRM wiki at:

http://wiki.civicrm.org/confluence/display/CRMDOC41/Taxes+and+Fees+for+CiviCRM

 

I would love to get feedback from anyone who would like to participate or later use the new module. 

 

- Sarah

21 March, 2012

My name is Mark, I run a small consulting Firm in Vancouver Canada. I have been working with CiviCRM since 2009 and have implemented customized solutions with it for 7+ clients. I have several clients who use CiviCRM and CiviContribute and at the end of each year there is always a moment where they mention their wish list to be able to generate a CRA [Canada Revenue Agency] compliant tax receipt for each of their Contributors. The benefit of CiviCRM is that it brings together all the appropriate information for a contact to be mailed/emailed and contributions for any given year. What CiviCRM could not do was:

  • Give an aggregate of all a contacts contributions for any given year in a receipt form.
  • Provide a PDF export in a fashion that was compliant with federal tax standards.
  • Print a letter addressed to the donor with the tax reciept attached
  • Email a link to the donor with thier reciept available for download.

We...

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12 March, 2012

A member sends several separate payments to cover outstanding dues on a single purchase, like an expensive membership or a table at an event. How are you going to record this?

A conference participant selects “Pay Later” on several different event registrations, and later wants to pay them all in a single credit card transaction.  How are you going to support this?

Current versions of CiviCRM don't offer a way to record multiple payments against a single obligation, or to split one payment among multiple obligations, but the CiviAccounts project is working to allow this flexibility.  Work on data structure improvements has been going on for some time; it's part of a broad effort to help CiviCRM's financial data to be more compatible with QuickBooks and other accounting software packages, and it lays the groundwork for lots of possibilities, including more flexible payment processing.

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18 January, 2012

Notice to non-developers: This post is about how some functionality in 4.2 will be implemented in code and in the database, with very minor changes to anything visible through a browser. If you're not a developer, it probably won't interest you.

Simplifying the Codebase

As part of the CiviAccounts project we are looking to redo some of the implementation of the configuration and processing of payments for contributions, memberships, and events. Currently the processing for each of these three types of objects has two paths: one for a simple configuration of the objects, and one using price sets. This means there is more code, more complexity, more possibility of errors, more work when making changes, and more need for testing.

As we refactor the existing code we're looking at keeping the simplified UI for configuration and administration, but implementing everything under the hood using price sets. Before going ahead with that, we wanted some...

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07 December, 2011
By James

Direct Debit, is easy, convenient and safe. It is the UK’s favourite way to make payments automatically, and there has been a Make It Happen for Direct Debit Integration.

 
We have developed a module to handle monthly memberships and recurring donations paid by Direct Debit. You can download the code from GitHub. Installation instruction are inside the module itself.
 
You can find the process flow here and the manual for the module here.
 
This module is not a payment processor which connects with a third party direct debit processing service. This module is just used to create the Lodgement and Payment CSV files, which can be then posted into BACS system for DD...
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08 November, 2011
By Eileen

We have a couple of customers who have been asking to be able to set-up recurring contributions against pledges. This seems to be a possibly contentious improvement so I'm looking for feedback on it.

These organisations in question deal with lots of pledges (they solicit them by phone) and they record them in CiviCRM. Some of them are paid off by cheques, & some by credit card. Usually they try to get a commitment to set up a recurring credit card contribution & here's where they are struggling with CiviCRM. CiviCRM won't let you record a recurring credit card contribution against a pledge.

We have hacked out CiviCRM 3.4.7 / 4.0.7 install to meet their needs but obviously if we are going to move to 4.1 then we want to know we have a way to manage that.

There are 2 main reasons why they want recurring payments against pledges:

1) Because they want the same reporting for all their pledges no matter how they are paid
2) Because the pledge...

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01 July, 2011

We've just started a make it happen for UK direct debit integration - something that lots of UK non profits have been asking for and we are happy to provide :)

The fabulous Eileen will be carrying out the work and we are aiming to raise the total amount needed by August 15 in time for her trip to the UK so we can spend some time kick starting it all.

So if direct debit is important to you or your clients, please step up and help us reach the goal amount.

The requirements and specification are being developed on the wiki.  The spec. will be finalised before work commences based on requirements expressed by contributors and we can't garuntee to fulfill all requirements so please discusss any specific questions you have with us before adding requirements...

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05 April, 2011

As part of the Google Grants program for non-profits, Google offers their Google Checkout service to qualifying non-profits at no-charge with no processing fees. Depending on the fees you would pay with a competing processor this represents an instant 3% jump in your organization's fundraising efforts just by using Google Checkout.

 

The only limitation has been recurring donations. To address this Google launched Google Subscriptions and now we need to get support into CiviCRM so we can enjoy a single free processing fee payment gateway.

 

A new Make it Happen iniative was launched to get this going in 4.1 or even 3.4 if we meet the campaign...

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04 November, 2010

There have been a number of blog posts discussing the needs for improved accounting features in CiviCRM. The results and current specification is at the wiki at: http://wiki.civicrm.org/confluence/display/CRM/Finance+and+Accounting

 

Its time to help to make-it-happen for CiviAccounts once the specifications on the wiki are streamlined and prioritized.   Dave has requested that all interested parties join this new CiviAccounts team.

 

My priorities are: 

1) Get many-to-many transactions to obligations working, both in the database as well as the UI. Many-to-many includes the following use cases:  

 - One check/credit card transaction that needs to be allocated to many obligations ( such as event fees, member dues, donations, etc )

 

- One obligation that will be fufilled by many transactions. Also known as partial payments. So...

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