Printing or Emailing Sales Receipts and Invoices
All payment confirmation screens provide buttons/links for printing or emailing a Sales Receipt but you can also generate duplicate or updated Sales receipts/invoices for one or more specific orders from the Orders page. During your Gala event, you can use a shortcut from the Auction Night Screen to navigate to the Orders page to produce duplicate receipts.
You can also generate a consolidated receipt for all purchases for a user (or a couple with separate records) from the User page.
Note: The software uses the same format and applies the appropriate "Receipt" or "Invoice" label based on whether the order has been paid in full or not. Instructions for setting up your Sales/Guest receipt can be found here.
To generate invoice(s)/receipt(s) for one or more orders from the Orders page:
Go to the Orders page and check the boxes next to the orders you'd like to generate invoices or receipts for. Then, click on the Bulk Actions button and select either "Email Receipts" or "Print Receipts."
To generate a duplicate receipt/invoice during a Gala event:
Go to Auction Night tab > Print Dup Receipt
To send an invoice to collect payment:
You can now collect payment for open(unpaid) orders by sending supporters an Invoice from the Orders page. The invoice includes a private payment link that lets them review their order, edit their personal information and enter their payment information.
Please note that when you collect payment through this link, you won’t be able to include instructions or messages. This option is commonly used to collect a single payment from an individual before/after a gala event.
