# Checkout

Auctria Video 2021-11-30

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


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

# Actions

There are several Checkout Actions in Auctria.

# 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 (updated)

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:


If this is enabled it will have a checkmark beside the Checkout Actions sidebar menu item for it.



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

See Batch Checkout.

# Payment Options

See Checkout Payment Options.

# Transfer Payment

This option allows you to transfer recorded payments between bidders.

See Transfer Payment.

# 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

Reviewed: 2021-12-02
Last Updated: 4/28/2022, 2:25:07 PM