How to do cash payment option for eg a membership renewal via webform

Created on 10 April 2024, 8 months ago
Updated 12 April 2024, 8 months ago

1.0 Problem/Motivation
They have a front desk where people may want to do a renewal and pay in cash

Currently, there's no Payment Method on webform, only options are either a CC or a Pay Later.

2.0 Proposed resolution

To implement this, the option is to eg add a new Field Payment Method to the civicrm settings page, and when Cash is selected by the user, simple store the payment as Completed.

@karing Any objections/concerns with this approach? If not, I'll proceed with a PR :)

Feature request
Status

Closed: works as designed

Version

6.0

Component

CiviCRM Data Handling

Created by

🇮🇳India jitendrapurohit

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Comments & Activities

  • Issue created by @jitendrapurohit
  • 🇳🇿New Zealand petednz

    or is another option to adjust the options in the Payment Processor so we could offer 'cash' as an alternative method v Credit Card or Pay Later? Outcome to be that if Cash is chosen the Contribution is set to Completed, and Payment Method is recorded as Cash

  • 🇨🇦Canada karing 🇨🇦

    I think the right solution is to add a new Field -> Payment Method. I'm not sure though it should always be completed? It could be:

    - payment processor: pay later
    - if pay later -> pay when? contribution date (we recently added that)
    - if pay later -> pay how? payment method (user select - could be chq too or email transfers are a big thing here now)

    - why completed? If someone pays online but indicate they want to pay with cash, it's not necessarily always completed on form submission. It could well be pending, not?

  • 🇳🇿New Zealand petednz

    > If someone pays online but indicate they want to pay with cash

    as you think best :-)

    in our scenario it happens to be that this is more like a 'point of sale' solution, not diy online.

  • 🇬🇧United Kingdom ayduns

    FYI - I created the cashpp extension some time ago to address a similar need. I have not used it for a while.

  • 🇳🇿New Zealand petednz

    Thanks for posting that Aiden - we will take a look and see what it offers in D10

  • 🇳🇿New Zealand petednz

    Teste and works on D10 - thanks Aidan

  • Status changed to Closed: works as designed 8 months ago
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