• Customer Services - Order Pages
  • Customer Services - Order|Search Page
  • Customer Services - Order|Summary Page
  • Customer Services - Order|Customer Page
  • Customer Services - Order|Notes Page
  • Customer Services - Order|Seats Pages
    • Customer Services - Order|Seats|Seats Page
    • Customer Services - Order|Seats|Requests Page
  • Customer Services - Order|Bundles Pages
    • Customer Services - Order|Bundles|Bundles Page
    • Customer Services - Order|Bundles|Seats Page
    • Customer Services - Order|Bundles|Items Page
    • Customer Services - Order|Bundles|Gifts Page
    • Customer Services - Order|Bundles|Requests Page
    • Customer Services - Order|Bundles|Charges Page
  • Customer Services - Order|Other Pages
    • Customer Services - Order|Other|Items Page
    • Customer Services - Order|Other|Charges Page
  • Customer Services - Order|Gifts Page
  • Customer Services - Order|Order History Pages
    • Customer Services - Order|Order History|Order Page
    • Customer Services - Order|Order History|Seats Page
    • Customer Services - Order|Order History|Tickets Page
    • Customer Services - Order|Order History|Gifts Page
    • Customer Services - Order|Order History|Gift Certificates/Cards Page
    • Customer Services - Order|Order History|Charges Page
    • Customer Services - Order|Order History|Miscellaneous Items Page
    • Customer Services - Order|Order History|Payments Page
    • Customer Services - Order|Order History|Bundles Page
    • Customer Services - Order|Order History|Correspondence Page
• Handling Customer Orders
  • Creating an Order
  • Customers, Agents and Orders
    • Adding an Existing Customer Account to an Open Order
    • Creating an Order Using an Existing Customer Account
    • Adding a New Customer Account to an Open Order
    • Changing the Customer Account Associated to an Order
    • Adding a Ship-to Customer Account to an Order
    • Setting an Agent as the Order Customer
    • Removing the Customer Account Associated to an Order
    • Assigning a Customer to an Admission
  • Delivery Methods
  • Performance Seating Requests
    • Creating a Performance Seating Request
    • Closing a Performance Seating Request
    • Filling a Performance Seating Request
  • Making a Reservation
  • Checking a Seat’s Ticket Usage Status
  • Searching for an Order
    • Opening an Order
    • Using the Default Order Search
    • Using the Advanced Order Search
  • Modifying Seats on an Order
    • Changing the Price Type for a Seat on an Order
    • Changing the Price Type for a Seat on an Order Using the Seat Map
    • Overriding the Admission Amount or Charge on an Order
    • Adding New Seats to an Order for the Same Performance
    • Deleting an Admission from an Order
  • Using Order Notes
  • Managing Customer Passes on an Order
    • Assigning an Admission to a Customer’s Pass
    • Removing an Admission from a Customer’s Pass
  • Adding an Offer to an Order
    • Adding an Offer to an Order Using the Customer|Entitlements|Offers Page
    • Adding an Offer to an Order Using the Order|Summary Page
    • Adding an Offer to an Order Using the Offers|Summary Page
  • Printing Orders
    • Printing or Reprinting
    • Preprinting
    • Printing a Payment Receipt
    • Printing Gift Certificates and Gift Cards
  • The Confirmation Email Invoice Template Versus the Order Confirmation Email Template
  • Billing Customer, Shipping Customer and Agent Email Delivery Combinations
  • Generating an Invoice
  • Generating a Tax Receipt
    • Manually Generating a Tax Receipt
    • Manually Generating a Tax Receipt Number
    • Deleting a Tax Receipt
    • Voiding and Reissuing a Tax Receipt
      • Voiding a Tax Receipt
      • Reissuing a Tax Receipt
  • Order History
• Handling Customer Payments
  • Currency Conversions
  • Using Credit and Debit Cards to Make a Payment
  • Credit Card Troubleshooting
  • Using Gift Certificates and Gift Cards to Make a Payment
  • Using a Customer Account to Make a Payment
  • Using Direct Debit to Make a Payment (UK)
  • Using Multiple Payment Methods
  • Scheduling Payments
    • Scheduling a Single Payment
    • Creating a Payment Plan
    • Modifying a Scheduled Payment or Payment Plan
    • Processing a Scheduled Payment or Payment Plan
    • Deleting a Scheduled Payment or Payment Plan
  • Voiding, Cancelling and Refunding Payments
    • Refunding a Payment
    • Voiding a Payment
    • Cancelling a Payment
    • Partially Refunding a Payment
    • Refunding a Payment Using a Different Payment Method
    • Cancelling or Voiding a Refund
  • Payment Allocations
    • Payment Allocation Rules
    • Full Payment Allocation
    • Partial Payment Allocation
    • Over Payment Allocation
    • Refund Payment Allocation
    • Complimentary Tickets

The following image illustrates the Customer Services applicaitonthe Order|Gifts page:

Gifts Section

The gifts section on the Order|Gifts page lists all the gifts(donations) on the current order and selected details. Click on a gift to display additional details in the sections below.

A row that is shaded grey indicates the gift being displayed below.

The following image illustrates the gifts section of the Order|Gifts page: 

The gifts section of the Order|Gifts page contains the following properties:

Gifts Details Section

The gift details section on the Order|Gifts page enables you to view and manage the details of a gift.

The following image illustrates the gift details section of the Order|Gifts page:

The gift details section of the Order|Gifts page contains the following properties:

Field	Description
Appeal	The appeal to which the gift is being made. The dropdown contains all available appeals for the gift.
Pledge Amount	The amount the donor intends to give your organization with this gift.
Pledge Date	The date the donor intends to give your organization this gift. By default, the current date is used.  Enter a date into the field or click  to select a date. For more information, refer to Using a Calendar to Add a Date.
Type	The type of gift based on the donor’s gift history. Lapsed: The donor has made gifts in the past, but not recently. New: The donor has never made a gift before. Renewal: The donor is renewing a previous gift.
Default Receipt Contact	The contact to receive the tax receipt for this gift. By default, the contact attached to the order is selected. The dropdown contains all of the contacts associated with the order customer. If you have not yet assigned a customer account to the order, the dropdown will be empty.
Default Receipt Address	The address to mail the the tax receipt and thank you letter to. By default, the address attached to the order is selected. The dropdown contains all of the address associated with the order customer. If you have not yet assigned a customer account to the order, the dropdown will be empty.
Referrer Contact	The customer responsible for referring the donor to the campaign. Click  to search for a customer. For more information, refer to Performing Searches. Click  to remove the customer.
Referrer Address	The default address of the customer selected as the 'Referrer Contact'.
Solicitor	The name of the person within your organization responsible for soliciting the gift.
Receiptable Amount	A read-only field specifying the tax-receiptable amount of the gift. This field will display a $0.00 value until the order has been created/updated. The application calculates this as a percentage of the amount paid based on the value entered in the Funds Management application Gifts|Details page 'Receiptable Amount' field of the gift. For more information, refer to Funds Management Gifts-Details Page.
Default Receipt Template	The template for the tax receipt to be sent to the 'Default Receipt Contact'.
Default Receipt Thank You Letter	The template for a thank you letter to accompany the donor’s tax receipt.
Donor Thank You Letter Template	The template for a thank you letter, if one is to be generated and sent to the donor.
Referrer Thank You Letter Template	The template for a thank you letter, if one is to be generated and sent to the 'Referrer Contact'.
Renewal Date	The date recommended for contacting the donor about making another gift. Enter a date into the field or click to select a date. For more information, refer to Using a Calendar to Add a Date.
Renewal Amount	The recommended solicitation amount when contacting the donor for a renewal of the gift.
Additional Information	Any additional information pertaining to this gift.
Receipted Amount	A read-only field specifying the amount which has been receipted. The application updates this field when a tax receipt is generated or updated.
Marketing Data [1-10]	Enables you to store additional information specific to your organization. Any data entered into these fields is searchable through Business Intelligence. To modify a data field label, navigate to the Registry application Registry::EN::Business Objects::TSorderBO::Gifts node and select the field that you want to re-label.
Add Receipt	This button adds a row to the gift receipts section, enabling you to generate a tax receipt. For more information, refer to Gift Receipts Section.

Gift Funds Section

The gift funds section on the Order|Gifts page enables you to view and manage the funds the gift is allocated to and the corresponding amounts. There must be at least one fund selected and the sum of the values in the 'Fund Amount' column must equal the value in the 'Pledge Amount' field in the gift details section. The order will not save if these conditions are not met.

 The following image illustrates the gift funds section of the Order|Gifts page:

The gift funds section of the Order|Gifts page contains the following properties:

Gift Receipts Section

The gift receipts section enables you to generate, void and reissue tax receipts for the gift. This section is displayed only if a tax receipt has already been generated. The sum of the values in the 'Receipt Amount' column cannot be greater than either the 'Receiptable Amount' field in the gifts details section.

 The following image illustrates the gift receipts section of the Order|Gifts page:

The gift receipts section of the Order|Gifts page contains the following properties:

Field	Description
	Click  to search for a customer.  Selecting a new customer will update the 'Receipt Contact' and 'Receipt Address' fields with the customer's default contact and default address. For more information, refer to Performing Searches.
Receipt Contact	The person receiving the receipt. By default, this is the contact selected in the 'Default Receipt Contact' field in the gift details section.
Receipt Address	The address to which the receipt is being sent. By default, this is the address selected in the 'Default Receipt Address' in the gift details section.
Receipt Amount	The amount issued on the receipt.
Receipt Number	The receipt number associated with the printed receipt.
Status	The status of the receipt (e.g. New, Printed, Voided).
Receipt Template	The template for the receipt.
Thank You Letter Template	The template for the thank you letter to be sent with the receipt.
Void Selected	Allows you to void tax receipts. For more information, refer to Voiding a Tax Receipt.
Reissue Selected	Allows you to reissue tax receipts. For more information, refer to Reissuing a Tax Receipt.