Adding Donations or Items to a Guest's Statement at Check-Out

Sometimes guests may want to round up their purchase with a donation or add an extra item (like a centerpiece) to their statement during checkout. This is simple to do from the Event Statements page. Here's how to add a donation or item to a guest's statement:

Step 1: Go to the Event Statements Page

1. Log in with your Admin Account.
2. In the dashboard menu on the left side, click on Event Statements.

Step 2: Find Your Guest

1. Once you’re on the Event Statements page, look through the list of purchasers to find your guest.
2. Next to the guest's name, click the Receipt Icon. This will open the guest’s Statement Page.

Step 3: Add a Donation or Item

On the guest’s statement, you will see two buttons at the top:

a. Add Donation

• Purpose: This allows you to add a donation to the guest's statement.
• How to Use:
  • Click on Add Donation.
  • A pop-up will appear with preset donation amounts. You can select one of these amounts or use the Custom Amount box to enter any amount the guest would like to donate.
  • Tip: This is a great feature if the guest wants to "round up" their total to a higher amount.

b. Add Item

• Purpose: This allows you to add an item (such as a centerpiece or extra wine) to the guest's statement.
• How to Use:
  • Click on Add Item.
  • A pop-up will appear with a list of available items in the system.
  • Select the item you want to add to the guest’s statement.
  • The sale price will auto-populate, but you can adjust the quantity if needed.
  • Once you’ve selected the item and quantity, click Submit to add it to the guest's statement.
  • Tip: This is great for adding items like centerpieces or extra wine after an event.

Step 4: Process Payment

After you’ve added the donation or item to the guest’s statement, you can continue processing their payment as usual.

• Learn More: For a step-by-step guide on processing individual guest payments, check out this help article: Posting Individual Guest Payments

With these simple steps, you can easily add donations or items to a guest’s statement and complete their checkout process all in one place.