Checkout

Articles

Checkout a User
Checkout a user's full or partial balance with various payment methods. User's with a valid email added to their account receive an email of their statement once their outstanding balance is paid in full. Watch a Video Checkout a user  Rev...
Best Practices: Checkout
Hear best practices and tips from our experts to help you prepare for your in-person event.  ...
Checkout Multiple Users Together
Watch a video Check out multiple users at the same time Go to Admin view > Users > Checkout . Enter the user's name in the search box. Click Search . Locate the user’s account.                          Select Begin Checkout. De...
Settle Remaining Balances
Process payment for all unpaid supporters with a remaining balance who are not marked as a Pledge, within a threshold range set by you, who have a credit card on file by running payments automatically. For supporters with multiple cards on file, ...
Return an Order from a Users Account
Tip: Returns issued at checkout are lost revenue for the organization and impact the funds raised. Have one person designated to handle authorizing any returns. Org, Campaign and Volunteer admins can return Items from a user's account at checko...
Filter Unpaid Users within Checkout
Watch a video Filter to unpaid Go to Admin View > Users > Checkout. Click Search by Status. Click Yet to Pay Including Pledges or Yet to Pay Excluding Pledges. Status descriptions Yet to Pay Including Pledges Includes a...
Checkout FAQs
Can I enter a check or cash payment for a user's purchase? Yes. Visit Checkout a User for more information. Cash and check payments will not be included in the Batch Report summary, as we do not deposit these funds on your behalf. Can I recor...