Item Certificates

Item Certificates help you manage certificate-based auction items by tracking which items need certificates, which items already include donor-provided certificates, and printing certificates for your winners.

💡 Good to Know: Certificate Redemption Instructions and Certificate Status are configured while creating or editing an Auction Item. Item Certificates can be found under Resources → Event Resources → Item Certificates.

In the Popup

The Item Certificates popup includes three options

• List of Items That Need Certificates
• List of Items That Have Certificates
• Print Item Certificates

List of Items That Need Certificates

Generate a report of all auction items marked Certificate Needed.

1. Select List of Items That Need Certificates.
2. Click Print.

The report includes all items that require certificates to be printed.

💡 Good to Know: Use this report to verify that every certificate-required item has been prepared before your event.

List of Items That Have Certificates

Generate a report of items that already include donor-provided certificates.

1. Select List of Items That Have Certificates.
2. Click Print.

The report displays all items marked Item Has Certificate.

💡 Good to Know: This report is especially helpful when organizing certificates for winner pickup after the auction.

Print Item Certificates

Print certificates for all qualifying items or for a single auction item.

Use Dropdown to select what Certificates to print

• All Items Needing Certificates.
• Print One Certificate by Catalog Number
  • Select Enter Catalog Number.

1. Enter the item's Catalog Number.

Click Print.

Certificate Appearance

Printed certificates automatically use your event's branding.

Certificates include your event's color scheme, providing a professional and consistent appearance for your winners.

Before you Print Item Certificates

Before using the Item Certificates reports, configure the certificate settings on each auction item.

These settings are in the Auction Items record itself under Auction Items.

Certificate Redemption Instructions

Certificate Redemption Instructions print only on the item certificate.

• Use this field for information such as:
  • Contact name
  • Phone number
  • Email address
  • Redemption instructions

💡 Good to Know: These instructions are not displayed in the item's Description or Restrictions and are only visible to the winning bidder on the printed certificate.

Certificate Status

• Select one of the following options:
  • None – Use for tangible items that do not require a certificate.
  • Certificate Needed – The system will generate a certificate for this item.
  • Item Has Certificate – Select when the donor has already provided a certificate.

💡 Good to Know: When you select Certificate needed you will have the option to preview the certificate before saving.

Certificate Appearance

Printed certificates automatically use your event's branding.

Certificates include your event's color scheme, providing a professional and consistent appearance for your winners.

Printable Quick Help Guide:

(see  below for printing instructions)

How to Print This Guide

1. Right-click on the image of the guide
2. Select Save Image As…
3. Save the file to your computer
4. Open the saved image
5. Click Print (or use Ctrl + P / Command + P)

💡 Good to Know

For best results, print using Full Page or Fit to Page settings to ensure proper sizing and clarity.