First let me say, in the true vein of being Canadain - Sorry....i stumbled through this...
Gravity forms canot do everything at firdst glance, but sometimes if you think outside the box or look at things a bit sideways you can easily do some crazy stuff -
When you learn the rules of Gravity, you can then learn how to defy it! :)
{user_meta:phrase T.M. copyrighted etc}
so her e is something to consider::::::::::loosely thrown together
a lot of accounting have i suffered through, a csv export of the two forms either every month or every year (however you need it) will make your accountant happy.
i might allow the user to adjust the first form using an update stream with the registration add-on - a simple checkbox or something that give a value that denotes they are receving financial aid (applying for the adjustment )
that would earmark their first form entry and if user reg, their user profile as well could be used to pull values up again...
Iwould also have that update fire off the notification email again - with the meta-tag?(sorry if i am calling it wrong) vairable for the financial aid variable in the subject line alerting me, if manual work of any kind was needed
wait a second --- ok get a developer license please (unsolicited advice - I am a user and do not benefit from gravity in any way except for the countless hours it saves me in the end - yes there is a learning curve and yes their is a price - but it is reasonable considering....and i cannot help you achieve your goal any other way - i am pretty sure it can be done without any custom code - just Developer stuff.....)
With developer, beta 1.5 user registration add-on, the proper use of conditional fields and meta-tags -i think i could accomplish what you want in one form:
I am going to throw around a few ideas - because their are some details about your transactions and finances i do not know yet.
as i understand it - you are taking a partial deposit (btw smart to avoid percentage cost on whole amount in Paypal i.e.)
user fils out form - paypal gets paid? user gets receipt emailed with amounts - still owing
here i would let the user uupdate profile - eligible for financial aid.
and request adjustment for financial aid,
.
I don't know what type of course you are selling, but iwill tell you a few things about deposits and invoices and sales orders...I'm in canada - so i can only speak about what happens here.
points to consider
-a deposit is really funds held in trust to a certain extent (i.e. if service not delivered money has to be returned)
-tax offices around the world tend to want to do things accrual accounting (income at the time invoiced
-these two together make a mess :)
-customers can be confused by invoices that say deposit....in canada I have heard other 'foreigners' say people always want a deal and their deposit back
I would probably use 1 slick form easier to manage - or two forms (easier to set -up)
I would probably sell a non-refundable hold the space reservation for the class around the same amount you would be asking for a deposit. this would be product one - it is a cleaner way
now you have product 1 and can invoke product two - on the same form depending on your circumstances - product two might be the remainder, or the remainder minus the financial aid...i dont really know what yoru scenario is exactly - but i am 99% positive it can be done...(I used to use Contact form 7 to do something similar (very complex) and text message results etc real time -- gravity is much easier once you get over a small learnign curve)
the coool thing about meta tag in email notification is - they are invisible until they have a value - so your billing can be progressive and your receipt can get longer if it has too and will do so automatically if more values exist...
or
if you use user registration and map a few values to meta - you can call it on the second form, and calculate a new invoice receipt to send out subtracting or adding orignial products and new amounts....taking advantage of the user-custom meta as a placeholder for a few amounts.and new anoumnts...sorry for the typing... :) (I have no time for this would you believe - just excited that you are closer to solving your problem then you think)
in summary - their are enough options to accomplish what yo uwant with gravity....Iwould be willing to talk to you once you get the developer license - only because i know it can, itowuld be a workaround, but it would be slick.... i dont think you can with the single license without alot of custom code.
also if you ar enot in a hurry (need immediate support all the time) Chris and the others at Gravity do respond often and quickly. While i was recebntly urgent to get support, I was surprised that within hours i started getting feedback...I know Chris checks in often and regualrly and I have puthim through the paces - Ishouldn't saythis but i have even seen my emails returned in off hours and off days....
I always look for solid plugins with good features that also have deeper access to cusomization (although i hardly use it - it is nice to know it is there so you are'n backed into a corner - if you have developed something for a while and get stuck you can get a developer to help) I also look at sales and support - is it selling well, is it used, is it update - all the above are yyes for gravity...
Posted 11 years ago on Monday February 18, 2013 |
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