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  4. Lookup Supporter Gadgets – Single Donations

Lookup Supporter Gadgets – Single Donations

The “Single Donations” gadget displays all single donations made by the supporter when using Lookup Supporter. It is color coded so that successful transactions are green and failed transactions are red. You can also set the default supporter data source option for replicating receipts from this gadget.

Settings

Once the “Single Donations” gadget has been added to your layout click on the settings icon . Here you can set how many transactions appear at once and the data that will be used to generate receipts.

Transactions

The “Single Donations” gadget provides you quick access to the transactional data for the supporter’s donations.

Single Donation Tasks

From the “Single Donation” gadget you are able to perform four tasks related to the transactions. Reissue a copy of an original receipt, issue a replacement receipt, refund a donation, or change the tax status.

Reissuing an original receipt

Clicking the “Original Receipt” button from within a transaction will allow you to send a copy of the supporter’s original receipt to them. Depending on your settings (mentioned above) it will use the current supporter data or data used at the time the transaction was made.

You also have the following customization options:

Field Description
Receipt Watermark Select if you would like to include a watermark on the receipt indicating it is a duplicate of the original. For more information on setting up your receipt watermarks click here.
Subject Customize the subject of the email sent to the supporter with their duplicate receipt.
Sender Enter any valid email address as the email sender.
Recipient The supporters default email address will be loaded but you can change it here if necessary.
Content This will be the email message your supporter receives with the duplicate receipt.

NOTE: As of November 7, 2015 all single donation receipts generated in Engaging Networks will be stored as a PDF. 

Issuing a replacement receipt

There may be times when a receipt needs to be updated for some reason and reissued. Clicking on the “Replacement receipt” button will allow you to generate a replacement receipt for the transaction.

You also have the following customization options:

Field Description
Use original receipt supporter data? Check this box if you would like to use the original supporter data at the time of the transaction or the most current data stored in the record.
Replacement receipt Select which replacement receipt template you would like used.
Subject Customize the subject of the email sent to the supporter with their duplicate receipt.
Sender Enter any valid email address as the email sender.
Recipient The supporters default email address will be loaded but you can change it here if necessary.
Content This will be the email message your supporter receives with the replacement receipt.

 

Once you have made your customizations click “Send” to send the supporter an email with their duplicate receipt attached. You can also preview the receipt before sending by clicking “Preview original receipt”.

NOTE: A replacement receipt will generate a new receipt ID if you have sequential receipting turned on. for more information on sequential receipting please click here.

Refunding a transaction

You can process refunds if you are using Payflow Pro, Paysafe, Stripe, or Vantiv gateways. You cannot actually refund transactions with any other gateways through Engaging Networks but we understand that keeping your data reconciled is important. The “Mark as refunded” button allows you to mark a transaction as being refunded and also changes the transaction type from “FCS” to “RFD”. The transaction will also turn red in the gadget.

Changing the tax status

If you need to update the tax status of a transaction you can easily do so by clicking on the “Change tax status” button from the transaction. This will allow you to switch between “yes” and “no”.

Updated on May 29, 2019

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