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Find, resend or download an order receipt or invoice

Updated

Find any completed order under Financials → Orders, resend its receipt to the purchaser, download a PDF invoice from Cart Payments, or pull receipt links for a whole period from the complete transaction report.

Must know
  • Every completed purchase is under Financials → Orders. Search by the purchaser’s name or email, the order ID or the gateway ID.
  • PDF invoices are an option on the financial organization. If you don’t see the invoice buttons, contact Uplifter Support to turn invoice downloads on.
  • There are two invoices. The online invoice includes the online processing fees. The offline invoice, for payments made outside the platform, leaves them out but may still show platform service fees.
  • A transaction receipt isn’t an official donation receipt. Where donation receipts are set up, the donor gets them in a separate email.
  • Purchasers can find their own receipts in My Pages; see View your orders and receipts, or resend a confirmation email.

Find any completed order under Financials → Orders and resend its receipt, or download a PDF invoice for a cart from Cart Payments.

  1. Find the order

    On the Admin Dashboard, select Financials → Orders and search by the purchaser’s name or email, the order ID or the gateway ID.

  2. Open it

    Select the order to see everything in it.

  3. Resend the receipt

    Select Resend Receipt. The receipt goes to the purchaser’s email address.

Download a PDF invoice

  1. Open Cart Payments

    Select Financials → Cart Payments and select the cart.

  2. Choose the invoice

    Select Online Invoice if the purchaser paid by card on the platform, or Offline Invoice if they paid another way, such as by cheque or bank transfer.

  3. Save and share it

    The PDF invoice is generated for you to download and send on.

Get receipt links for a whole period

  1. Download the report

    Select Financials → Accounting, choose the financial account and open its reports. Choose the dates, select Update, then download the Complete transaction report.

  2. Open a receipt

    Open the CSV file and find the person’s row. Copy the link in the Receipt column into your browser while you’re signed in to the same admin account.

To refund an order you’ve found, see Issue a refund.

Related: View your orders and receipts, or resend a confirmation email · Issue a refund · Record offline payments · Financials menu