Receiving Donations & Orders

How to view incoming payments, automate emails, issue receipts and fulfill orders.

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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