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Customization: Adding "Pay Offline" option to payments screen

One of the changes we made in last release (4.3) was to remove the 'offline payment' option for invoices. Unfortunately this caused problems for some of our clients so we're working on solution as I write this message.

However in the mean time you can use this customization created by our Nerdy Apricot Omar to insert a custom Pay Offline button and message.

To use this workaround simply copy and paste the entire code below into your Global Javascript (see http://help.wildapricot.com/display/DOC/Settings#SiteSettings-GlobalJavascript .

Once inserted you can custom the label of the button and message by editing the value of btnText and offlineMsg - the rest of the code does not need to be edited.

As you can see in the comments you have two customizable options. The text of the button (btnText) and the message (offlineMsg) that should be displayed after they press the button. This code was tested in Firefox, Internet Explorer and Google Chrome.

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    Frank aka Fresh ApricotAdminFrank aka Fresh Apricot (User Experience, Wild Apricot) shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    9 comments

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      • Team CMSAdminTeam CMS (Website CMS and Themes, Wild Apricot) commented  ·   ·  Flag as inappropriate

        Actually this thread is no longer relevant.
        In our Release 5.7 following changes were applied:

        Add payment methods to event details :
          - Online and offline
          - Offline only
          - Online only

        Add payment methods to membership level details
          - Online and offline / Offline only / Online only
          - Payment method applies to all level-related workflows: Application, Level change, Renewal

        Offline method and Automatic recurring payments:
          - Admin can't set Offline payment method if Automatic recurring payments are Enabled
          - Admin can't set Automatic recurring payments if Offline only payment method selected

        Also invoices are being automatically emailed to members with every application / renewal / level change.

        Here you can see the screenshots of how it works:
        https://docs.google.com/presentation/d/19_TUXDToXfPi-OAkf6S2-ftj8MBvyiIybYCLuOMbo9g/edit#slide=id.g15b329daf6_0_0

        Anthony, if you still need anything from us, feel free to contact our support.

        Best wishes,
        Kate Pavlova, CMS Team

      • AnthonyAnthony commented  ·   ·  Flag as inappropriate

        I no longer see the code in the original message -- can someone share it with me?

        This seems like a really basic function that needs to be reinstated.

      • CheriCheri commented  ·   ·  Flag as inappropriate

        Oh boy - I assumed that this would have been addressed after all these years?

        Please allow us have a pay offline button that is part of the normal setup - not everyone wants to pay online

        Thank you!

      • seansean commented  ·   ·  Flag as inappropriate

        I have not heard back, nore do I have a fix for this issue. I have installed the code and it works for membership, but it does not show for any other invoice type.

        I get around it by listing the offline pay to address within the button description text. You can set up your email notices to have an email sent when a member has a membership "Pending"

      • dmmaldridgedmmaldridge commented  ·   ·  Flag as inappropriate

        I don't know if anyone is monitoring this thread as it seems the last posting never received a response. As it has now been three years since the temporary work around was set up, I would like to know if anyone is actually working on a solution.

        While we are using the workaround, we are still having a lot of trouble with this issue as there is no way for us to know that the patron selected the 'pay offline button. I spend a ton of time email people with overdue invoice to try and find out if it is because the check is in the mail or due to a problem of some kind (paypal etc).

        Is there anyway that, when patrons selects the 'Pay Offline' button, the system can add a note to their records or send the admin an email or something?

        Thank you.

      • seansean commented  ·   ·  Flag as inappropriate

        Does any one know how to get this new button to show on all "yellow" box payment tag? It only shows on the Profile, renewal form. If you select an invoice below to pay a specific invoice, the only option is "Pay online" Does this make sense?

        09/28/2013 : Hello? (chirp, chirp) The "Offline Payment" button only appears on the first time you select "Confirm Info and Proceed with Payment" button. If the member goes back later to an invoice, only the "Pay Online" button shows.

        Do we just need to add something to the scrip to get it to show in those Element IDs?

        Thanks

      • GavinGavin commented  ·   ·  Flag as inappropriate

        Dear Omar

        I wanted to be bit more clear about what my crisis is :-))

        your script allowed me to get two buttons on to the invoice alert in yellow that appears when a member checks profile.

        i am focused on first the Offline Pay button

        i want to send the cheque number or the bank transfer number, date with the amount i paid (manually) against the specific invoice number (all four data points)on a screen before i submit to the accounting department. i will enter manually.

        also this to appear on the accounting side invoice screens so that the clerk is capable of Recording A payment.

        WE HAVE A GO LIVE IN FEW DAYS AND YOU KIND HELP IS MUCH APPRECIATED

        Gavin

      • GavinGavin commented  ·   ·  Flag as inappropriate

        [quote user="Fresh Apricot"]

        One of the changes we made in last release (4.3) was to remove the 'offline payment' option for invoices. Unfortunately this caused problems for some of our clients so we're working on solution as I write this message.

        However in the mean time you can use this customization created by our Nerdy Apricot Omar to insert a custom Pay Offline button and message.

        To use this workaround simply copy and paste the entire code below into your Global Javascript (see http://help.wildapricot.com/display/DOC/Settings#SiteSettings-GlobalJavascript .

        Once inserted you can custom the label of the button and message by editing the value of btnText and offlineMsg - the rest of the code does not need to be edited.

        As you can see in the comments you have two customizable options. The text of the button (btnText) and the message (offlineMsg) that should be displayed after they press the button. This code was tested in Firefox, Internet Explorer and Google Chrome.

        [/quote]

        Hi Omar,

        Thank you for providing the javascript snippet. I want to send a notification to the finance department with the invoice number that a user has indicated his intention to pay using one of the offline methods.

        Here's our screen shot

        http://screencast.com/t/cUpcW0tR

        Please let me know how I can send the transaction information over to the donation manager & membership manager.

      • dfsdfs commented  ·   ·  Flag as inappropriate

        While I appreciate the effort to create a work around, this is kind of awkward. We also use different Pay Offline instructions depending on the event (payments for different events are mailed to different event managers).

        I hope we can get a simple, clean, permanent, and intuitive solution ASAP.

        Thanks!

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