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Receiving Donations & Orders

Receiving Donations & Orders

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

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10 articles in this collection
Written by Josh Bloomfield

How do I issue a refund or void an order?

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Written by Josh Bloomfield
Updated over a week ago

How do I mark an order as 'Complete'?

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Written by Josh Bloomfield
Updated over a week ago

How do I send tax receipts?

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Written by Josh Bloomfield
Updated over a week ago

How do I manage the taxes that are applied to orders?

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Written by Josh Bloomfield
Updated over a week ago

Can I resend order notifications to customers and donors?

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Written by Josh Bloomfield
Updated over a week ago

How did you hear about us? (Referral Source)

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Written by Josh Bloomfield
Updated over a week ago

Can I re-send a copy of an email order?

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Written by Josh Bloomfield
Updated over a week ago

How do I fulfill physical product orders?

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Written by Josh Bloomfield
Updated over a week ago

How do I link an order to another donor account?

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Written by Josh Bloomfield
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.
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Written by Josh Bloomfield
Updated over a week ago
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