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Line Item Editor

This extension allows a staff user to add, edit and delete line items of a contribution.

Installation

  1. As part of your general CiviCRM installation, you should set a CiviCRM Extensions Directory at Administer >> System Settings >> Directories.
  2. As part of your general CiviCRM installation, you should set an Extension Resource URL at Administer >> System Settings >> Resource URLs.
  3. Navigate to Administer >> System Settings >> Manage Extensions.
  4. Beside Edit Line Item Extension click Install.

Usage

Each item in the contribution is now displayed with edit and cancel icons. image

Edit opens the line item in a dialogue with the editable fields. image

If the total contribution amount is increased, the contribution status is changed to Pending payment and a popup appears reminding the user to create a payment record.

If the total contribution amount in decreased, the contribution status changed to Pending refund and Record refund appears under More on the contribution record.

Clicking on the arrow to the left of the contribution amount or the amount link displays the history of the contribution with edits.

image

After the refund or additional payment is recorded, the contribution status is set to Completed