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Receiving Donations & Orders
Receiving Donations & Orders
How to view incoming payments, automate emails, issue receipts and fulfill orders.
+2
13 articles in this collection
Written by
Josh Bloomfield,
Hayley Killalea,
Sam Smith
and 2 others
Creating a Meaningful Thank You Page
Continuing the conversation and creating a positive experience for donor's directly after they have donated.
Written by
Hayley Killalea
Updated over a week ago
Customizing Tax Receipts
Create customizable email notifications and tax receipts with your branding.
Written by
Sarah Hyde
Updated over a week ago
Txt to Give: Tracking Source
What is the tracking source field for?
Written by
Hayley Killalea
Updated over a week ago
Thank-You Page
How can I see my Thank-You page without putting through an order each time?
Written by
Sam Smith
Updated over a week ago
Troubleshooting Failed or Declining Payments
Understand why payments might fail, what different error codes mean, and how to resolve them.
Written by
Josh Bloomfield
Updated over a week ago
Dealing with Chargebacks
Helpful steps for quickly dealing with chargebacks.
Written by
Josh Bloomfield
Updated over a week ago
Edit an Item on an Order
If the donor wishes to edit the item on their order, you can adjust the item for them through the Order Page.
Written by
Kimberly Arcand
Updated over a week ago
Frequently Asked Questions
How do I issue a refund or void an order?
Written by
Josh Bloomfield
Updated over a week ago
How do I mark an order as 'Complete'?
Written by
Josh Bloomfield
Updated over a week ago
How do I send tax receipts?
Everything you need to know about Tax Receipts.
Written by
Josh Bloomfield
Updated this week
Can I resend order notifications to customers and donors?
Written by
Josh Bloomfield
Updated over a week ago
Can I re-send a copy of an email order?
Written by
Josh Bloomfield
Updated over a week ago
How do I link an order to another donor account?
Written by
Josh Bloomfield
Updated over a week ago