What's New (September 28)

• Paid by credit card within the last 365 days.

• Processed through Blackbaud Merchant Services.

From the top of the gift record, Refund appears when it's eligible to refunded. To refund the full amount of the gift, select Refund. Under Notes, enter additional details to track the reason for the refund, then select Refund.

The gift adjusts to $0.00 and the full amount returns to the donor's original payment method. Notes that you enter display on the adjustment record in the database view.

Note: You can't refund a gift that was previously fully or partially refunded.

Receipts
You can now send email or PDF receipts for gifts-in-kind. When you select a gift-in-kind to receipt, the Transactions details merge field automatically displays the gift type of Gift-in-kind, and includes the Comment field with the value you entered on the gift record — typically a short description of the item(s) donated.

With gifts-in-kind, you might not want to include a specific amount or value associated with the gift on the receipt. Therefore, the following the following fields are removed from the Transaction details merge field for gifts-in-kind:

• Gift amount / Value

• Total benefit amount

• Contribution amount

• "Gift amount = Total benefit amount + Contribution amount" label

Tip: Depending on your organization's processes, you might want to mention the value of gifts-in-kind on the receipt using specific contextual wording. To do this, create a separate receipt template for gifts-in-kind, and include the Gift amount merge field in the body content.

For more information, see Receipt Templates Merge Fields.