The following rules apply to payment allocations:
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Allocations occur as soon as a payment is either entered into the system or approved by the corresponding payment gateway.
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Voided or cancelled payments are not allocated and reversed in full.
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Refunds are applied in reverse sequence to allocations.
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You can only allocate payments to an event before its’ off-sale date.
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If you want to allocate payments to settled order items, you must re-configure your corresponding role’s off-sale date. You can do this using the corresponding event’s Venue Configuration application Performances|Calendar page.
For more information, refer to the Venue Configuration - Performances|Calendar Page.
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You can only apply payments using a particular gift certificate once. You cannot apply previously allocated gift certificates to additional orders.
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Taxreceipts are only issued when the pledge amount is applied to the order.
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You can only allocate a donation as long as its’ receipted amount is less than the pledge amount.
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Once you issue a receipt, you cannot reduce the corresponding pledge to a value less than the corresponding receipted amount.
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Unallocated funds are monies in excess of the total order amount. This is referred to as over allocation.