Checkout

The Auctria Checkout functions and feature set can record payments from participants individually or by running a batch of multiple participants with registered credit cards.

Video: Auctria Training Checkout

Auctria Video

To access the Checkout functions, click through Checkout on the main Event Dashboard menu.

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The default view on the Checkout page allows you to select a participant and process their payment.

There are several actions in the sidebar of the Checkout dashboard that can be triggered.

Make Payment

The Make Payment Action is the default action when landing on the Checkout page. See Record Payment for more information.

View Transactions

Once a participant is selected, the ** View Transactions ** action will show the participant's current event transactions, including "Items Won," "Purchases," "Donations," "Payments," and "Amount Owing." You can find/verify the payment details here before processing them. This informational popup window will not record transactions when clicking its "Close" button.

This window provides access to the Splitting Bids feature set.

Send Statements On Payment

The Send Statements On Payment Action includes a Checkout Options feature. If the "Send statement when payment made" option is disabled, you will see the following popup window when you click on the action:

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It will have a checkmark beside the Checkout sidebar actions menu item if enabled.

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INFORMATION

When a participant uses the pay online page, a Statement will automatically be sent. The Send Statements On Payment option is not used for these transactions.

Refresh Participants

This will refresh the available participant list. If there are multiple users (see User Accounts) entering participants and/or processing transactions in Auctria, it may be possible the current participant list being seen needs to be refreshed.

Batch Checkout

For more information, please look Batch Checkout in our User Guide.

Payment Options

For more information, please look Checkout Payment Options in our User Guide.

Transfer Payment

This option allows you to transfer recorded payments between participants.

For more information, please look Transfer Payment in our User Guide.

Remove Participants from Checkout

This will clear the current participant's details on the Checkout page and allow you to select a different participant to check out.


Last reviewed: June 2024
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Record payments from participants individually or by running a batch of multiple participants with registered credit cards.