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. IMPORTANT: Typically, a refund will reflect on the purchaser's card statement...
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 rec...