How to create an Event Receipt with Benefits and Tax-deductible portion

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Elizabeth Shafer
Elizabeth Shafer
Third Anniversary Name Dropper Photogenic First Comment
in Blackbaud Altru® General Discussions

Please excuse me if this has been asked/answered already – I couldn't find it!

I'm fairly new to Altru (after 15 years with RE/RE NXT), and struggling to create a query for my Event Acks/Receipts. I need to include the Receipt (tax deductible) Amount and the Benefit Amount (for the “goods and services” blurb at the bottom).

If I try a Revenue query, I can't see how to choose only one Event; If I use a registrant query, I can't find the receipt or benefit amounts……..

Any help out there? :)

Thank you so much!

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  • Chris Nungesser
    Chris Nungesser
    Fifth Anniversary 100 Likes 100 Comments Name Dropper

    Hi @Elizabeth Shafer!

    I have had some challenges with event revenue info as well. Do you know what type of event you created? Is it a program event or a special fundraising event? Do you know if you event was pre-registered event? I assume it was pre-registered since you are using the Registrants query, but just checking. That info will impact how you have to get to the information in query. It can definitely feel a little convoluted.

    If you want to find the Receipt Amount field in your Registrant's query, I think you can go to:

    Registration Payments - Revenue - Revenue Details - Receipt Amount field.

    My instinct would be to try this from a Revenue query. Isolating that single event will be different depending on the type of event. Registering for the event creates a Sales Order. So we'll use that to isolate your single event.

    Using Sales Order info for a Program Event in your Revenue query, try:

    Sales Order - Sales Order Item - Sales Order Item Ticket - Program Events - Name field (enter the name of your program event)

    If your event was a Special event, then I think you could try:

    Sales Order - Sales Order Item - Sales Oder Item Event Registration - Registrant - Event - Event Lookup ID field

    What's a little tricky, I think, is how info displays based on Transaction Type. There is the Order type and then the Payment type. You know how the Sales Order creates two lines on your Revenue History tab? So the Order and the Payment on that order. One challenge is that, in query, the Event Lookup ID lives on the Order transaction type while the Receipt Amount seems to live on the Payment transaction type. But you can get to it. In your revenue query results you'll want to add:

    Sales Order - Sales Order Payment - Amount field

    Sales Order - Sales Order Payment - Revenue - Receipt Amount field

    Let me know if that gets you what you need. It's been a long day and my brain is toast. So maybe I just listed everything you've already tried. If so, I apologize. Let me know if that doesn't work, we'll figure it out.

    Chris ?

  • Chris Nungesser
    Chris Nungesser
    Fifth Anniversary 100 Likes 100 Comments Name Dropper

    Me again! I know. I'm long-winded and I am sorry about that. But I just realized that you mentioned you were wanting to create an acknowledgment for this event. Is that something you would do through your Acknowledgments tool under Marketing and Communications? Or would this be info you're looking to query/export on and use some other way? I mention it because I think I might get there differently if you were trying to pull the Receipt Amount field into your acknowledgment letters as a Merge Field. I'd have to explore that part. What I listed was more about how to find that field in Query. And, maybe, the route I listed would still work. Anyway. If that's what you're trying to do, then I may not have given you what you need. Sorry. But still am happy to brainstorm and work it out with you.

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