Include Payment

January 2023: the current dashboard release has new graphics and some interface changes. Many screenshots still reflect the older release and will be updated shortly.

ARCHIVED - November 2022

See  ∞ Record Bid,  ∞ Record Purchases, or  ∞ Record Donation as needed.

WARNING

If you are recording winning bids at an event you typically do not want to process a payment with every bid.

Rather you would record the bids with the Payment section set to None and then when all the bids have been entered use the Checkout page to process a single payment per bidder.

You have the option to include payment at the same time you are entering a bid, payment, or donation.

  • Example: If you are recording ticket sales where the bidder has already provided a check as payment, you could want to enter the payment with the purchase of the tickets.

You can also use the Checkout function after recording bids, purchases and donations to record payments later.

  • Example: If you are recording bids during an event, you would want to wait for the winning bid and enter the payment later at checkout.

Enter a payment with a bid, purchase or donation

Click the arrow next to Payment to show the payment portion of the Record a bid, purchase, or donation page.

Payment Method:None is selected by default. You can select Credit Card, Other, or Registered Card. The Registered Card option will only appear for bidders who have a credit card registered to their account.

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Credit Card Payments

You must be set up with a stripe.comopen in new window account to process credit card payments. You can choose to charge credit card fees to the bidder.

There are 3 methods you can use to process credit card payments:

  • enter the credit card information manually
  • swipe the credit card through a connected card reader
  • use the credit card that is registered for the bidder

Charge fees to the bidder

This option only applies to organizations that set the event fee processing mode to normal.

If your event fee processing mode is set to surcharge the fees will automatically be included and shown.

Under payment Method, select CREDIT CARD.

Note the fees listed below the totals.

To charge the fees to the bidder, click the Add in credit card fees box.

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If "Add in credit card fees" was clicked, a message will appear confirming that the fees will be added.

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Credit Card Method 1: Enter credit card information manually

Select CREDIT CARD.

Enter the card number, CCV number, and Expiration.

Enter any notes needed.

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Credit Card Method 2: Swipe the credit card through a connected reader

Select CREDIT CARD.

Click Swipe Card.

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A pop-up window will prompt you to swipe the card.

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Enter the CCV code

When using a credit card reader, only the credit card number and expiration date are read. The CCV security code, found on the back of most credit cards, is not present on the magnetic strip, so it is not available by swiping the card.

Type the CCV security code in manually.

Credit Card Method 3: Use a Registered Card

If the bidder has a credit card registered, the registered card option will appear.

Select REGISTERED CARD.

Enter any notes needed.

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Check or Other Payments

To record payments processed outside of Auctria such as cash or check, or run through an external credit card processing terminal, select OTHER.

Click the arrow at the end of the Paid by field, and then select a payment option.

See checkout options to add more payment methods.

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Enter notes if necessary.

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Record the Payment with the Bid, Purchase, or Donation

After using one of the 3 credit card options or other payment method, click Record Bid/Purchase/Donation to process the bid/donation/purchase and save the payment information.

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If you entered payment information, it will show with the bid/purchase/donation under Recently Recorded Bids.

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Archived: November 2022