Auctria Checkout

Learn how to run auction closeout and checkout with Auctria.

Transcript

1. Auctria Checkout Managing final bids, checkout, credit card charges/refunds
2. About Auctria • 21,000 auctions • 1.6 million bidders • 1.4 million items • 2.3 million bids • Over $100 million raised
3. Agenda: Closing & Checkout Closing and checkout options with Auctria 1. Final bids & donations 2. Checkout options 3. Recording payments 4. Split bids & linked bidders 5. Statements, receipts 6. Credit card charges & refunds 7. Reports 8. Q & A
4. Credit Card Connectivity Auctria supports integrated credit card transactions
5. Bidder Check-In is Optional Stress-Less • Track attendees upon arrival is optional • Pre-register online when purchasing tickets • Prepare in advance bidder numbers & table numbers at self-serve check in • Formal check-in is also an option Bidders
6. Check in: Quick
7. Bidder Check-In
8. Credit Card Readers Save time by using a swiper if you want to register cards upon check-in
9. Auction Closeout
10. Recording Final Bids- individually
11. Recording Final Bids-individually
12. Recording Final Bids-individually
13. Quick Bid Entry To use Quick Bid Entry must have have handy : • Item # • Bidder # • Amount
14. Quick Bid Entry Practice or train volunteers on the Auctria DEMO to keep your auction pristine
15. Quick Bid Entry- Pin Feature Pin feature can be used for Item, Bidder or Amount
16. Quick Bid Entry
17. Checkout options
18. Batch Checkout
19. Batch Checkout- select bidders
20. Batch Checkout-process batch
21. Batch Checkout Confirmation
22. Single Bidder Transactions
23. Payment Method: Registered Card
24. Payment Method: Credit Card
25. Payment Method: Credit Card
26. Credit Fees Organization can either absorb or pass along credit card fees
27. Single Bidder Transactions Bidder Transactions • Current balance for auction items won PLUS purchases • Total owing- amount outstanding • Total paid- if any payments were received
28. View Transactions
29. Individual Checkout -partial balance
30. Multiple Bidders Checkout
31. Multiple Bidders Checkout - step 1 select bidder
32. Multiple Bidders Checkout - step 2 record payment
33. Multiple Bidders Checkout - ADD additional bidders
34. Linked Bidders
35. Split Bids at Checkout Splitting Bids • View the bidder that won • Click the split bid icon on the (right side) • Choose bidder to split with • Default is to split bids evenly, can override
36. Split Bids at Checkout THIS ONLY SPLITS BIDS, next step is to collect & record payments
37. Statement Usage: Payment Collection or Receipt
38. Statements
39. Statements Access on bidder page, or communications page • Bulk Bidder Statements • Single bidder statements Note: during auction preparations customize emails with logo, messages, colors fonts to match auction branding
40. Statement Examples
41. Deleting Payment Credit card payments can not be deleted. Instead must be refunded
42. Credit Card Refund- whole & partial
43. Credit Card Refund continued When the refund has been successfully processed, the bidder's Activity will show a refund payment, and if the bidder was charged credit card fees then a negative fee entry under purchases will offset this.
44. Reports Overview Reports are real-time • Item, donor, bidder, financial, other • Add or delete columns • Filter report view • Presented in easy to read grid • Download as: Excel file, PDF, or CSV
45. Reports Navigation
46. Reports Overview
47. Frequently Used Credit Card Reports
48. Frequently Used Credit Card Report Sample
49. Export Reports: PDF, XLS, CSV
50. Resources Links Credit card integration, test & live mode Compatible USB swipers Record bids, pin bids, split bids Checkout & Payments Credit card refund video screencast
51. Stay connected with Auctria Facebook @auctria Email: hello@auctria.com Pinterest @auctria Twitter @auctria Q & A Demo: www.auctria.com/DEMO