Articles
Apply Tax Based on Charity Rules
Note: Excludes Click to Donate, Votes, and Ticket Purchases. Charity Rules is a tax based on the lesser of Fair Market Value (FMV) or selling price, excluding donations. "Will not Tax" is the default. Set Tax Go to Admin view Visit the Pay...
Apply Tax Based on Selling Price
Note: Excludes Ticket Purchases Add a tax or surcharge either due to a state-mandated tax or to pass a fee on to supporters. GiveSmart defaults to 'Will Not Tax'. Set Tax Go to the Admin view. Visit the Payments Container from your Dashboa...
Changing your Merchant Account Information
This article details how to locate the information currently associated with your GiveSmart Events Merchant Account, and the steps to take on how to update key information such as the linked Bank Account for deposits, Legal Name/Tax ID, Financial...
Issue a Refund to a User
Org, campaign, and volunteer admins can issue refunds to users who purchased an item on the campaign that was returned post payment. Visit Return an Order for a Users Account for the steps to return the item before issuing the refund. No...
Manage a User's Credit Card
We understand the importance of having a sense of security and confidence when it comes to managing your user’s credit card information. Secure Pre-Event Require users to have a credit card to bid, purchase, or donate. Credit Card Requirement ...
Manage Receipts and Tax Letters
Watch a video Download a PDF of all Users Receipts and Tax Letters From the Admin Navigation , select Checkout & Payments > Statements & Receipts Select Generate Receipts with Tax Letter When PDF file is complete, select the pr...
Manage User Statements
Users are automatically emailed a statement to the email attached to the account once they have paid in full an outstanding balance, but can also be emailed or downloaded after payment as well. Download statements Individual user statements or a p...
Multiple Fundraising Products CardConnect Batch and Fees
This article is intended for organizations who own 2 or more GiveSmart Fundraising Products, including any combination of GiveSmart Events, Fundraise or Donor CRM. NOTE : If you are a customer who uses GiveSmart Events Only, please refer to the...
Pass Fees to Purchaser
When choosing to accept credit card payments, a fee per transaction is charged to the organization. Fees passed and paid by the purchaser are found in the Transaction section of the Revenue Report . The collected funds help to offset the fees ...
Statement and Receipt FAQs
What Is the difference between a statement and a receipt? Statement : A statement is generated for any user with activity . User activity includes ticket orders, instant, vote or raffle item purchases, auction winnings, and donations. Stateme...
Update a Pledge Payment
Pledged payments are considered outstanding balances and located in the unpaid section of the Outstanding Balances Report . When the payment is received, it can be updated, no longer reflecting as an outstanding balance, but as payment received ....
User Payment Method Options
Users can select various payment methods available on your event/campaign site. Users can self-checkout with a credit card added to their user profile. Admins can assist users with checkout and reflect payment methods of cash, check, other, or pledg...