The following rules apply to payment allocations:
•Allocations occur as soon as a payment is either entered into the system or approved by the corresponding payment gateway.
•Voided or cancelled payments are not allocated and reversed in full.
•Refunds are applied in reverse sequence to allocations.
•You can only allocate payments to an event before its’ off-sale date.
•If you want to allocate payments to settled order items, you must re-configure your corresponding role’s off-sale date. You can do this using the corresponding event’s Event Configuration - Events|Calendar page.
•You can only apply payments using a particular gift certificate once. You cannot apply previously allocated gift certificates to additional orders.
•Tax receipts are only issued when the pledge amount is applied to the order.
•You can only allocate a donation as long as its receipted amount is less than the pledge amount.
•Once you issue a receipt, you cannot reduce the corresponding pledge to a value less than the corresponding receipted amount.
•Unallocated funds are monies in excess of the total order amount. This is referred to as over allocation.
