How To Give Event Credits

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How to Recognize External Payments

Sometimes you need or want to give your guests a credit or recognize a payment made outside of Auctria. There are two common methods that can be used.

You can use the Record Payment function and select the Other payment method tab, then select an appropriate type from the drop-down selector.

An example from a demonstration event.

You can add different payment options as needed; see  Checkout Payment Options for more information on adding addition drop-down options to choose from. Adding details to the Additional Notes field can also be a useful reference.

Using a specifically created For Sale type item, you can use the Record Purchase with Payment Method set to None. You would enter a negative amount for the credit you want to give and then "force" the transaction through.

An example from a demonstration event.

Clicking the Try And Force Bid button will process the transaction and give the participant a credit equal to the amount used.

An example from a demonstration event.

INFORMATION

This will affect the event Total Income limit calculations.

Learn about related topics:

• Sales Dashboard
  This general Sales dashboard will provide access to quickly and easily record Sales transactions, including Tickets, Sponsorships, and other simple sales.
• Handling Payments
  An overview of the common methods of handling Checkout in Auctria.
• In-Person Checkout And Payments
  An overview of how to handle in-person checkout and payments during the night of your event.
• Checkout Payment Options
  Auctria offers several options and settings to ensure your Checkout process follows your requirements.

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Last reviewed: November 2023

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GiveEventCredits

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How To Give Event Credits

How to recognize external payments and loyalty rewards.