# Checkout

Auctria Video 2021-11-30

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

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An example with Card Readers enabled for the event.

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


Checkout - Table Of Contents


# Actions

There are several Actions in the sidebar of the Checkout dashboard.

# Make Payment

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

# View Transactions

The View Transactions Action will, once a bidder is selected, show the bidder's current event transactions including "Item's Won", "Purchases", "Donations", "Payments", and "Amount Owing". You can find/verify the details of the payment here before processing it. This is an informational popup window and will not record any transactions when clicking its "Close" button.

This window also provides access to the Splitting Bids feature set.

# Send Statements On Payment

The Send Statements On Payment Action is a reference to 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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If this is enabled it will have a checkmark beside the Checkout Actions sidebar menu item for it.

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INFORMATION

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

# Refresh Bidders

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

# Batch Checkout

Please look at Batch Checkout in our User Guide for more information.

# Payment Options

Please look at Checkout Payment Options in our User Guide for more information.

# Transfer Payment

This option allows you to transfer recorded payments between bidders.

Please look at Transfer Payment in our User Guide for more information.

# Remove Bidders from Checkout

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


Learn More


Last Revised: November 2022
Last Updated: 11/7/2022, 5:36:00 PM