In This Article:

    Check Out

    In This Article:

      The Check Out screen allows you to search by specific criteria, view all paid and unpaid events fees, view the details of each fee and easily enter the payment for these fees. The Check Out screen allows you to define a specific search based on the guest list and their payment status. 

      • Guest Name: Type in the name of the guest to view all fees for that guest
      • Bidder #: Type in the bidder number to view all fees associated with that bidder #
      • Fee/Item: Type in a Fee Name or Auction Item to view all fees associated with that fee or item
      • Start Letter Range: Type in a letter of the alphabet, as a starting point, to narrow your search by guest last name or Organization name.
      • End Letter Range: Type in a letter of the alphabet, as an ending point, to narrow your search by guest last name or Organization name.
      • Include Unpaid Only: Selecting this box allows you to view unpaid fees only.
      • Separate Unpaid Fees: Selecting this box allows you to view all fees associated to one guest on separate lines rather than all on one line. NOTE: Unpaid fees appear in normal font while paid fees appear in italicized font.
      1. Select your search criteria as necessary and select the Search button. If you need to alter your search criteria be certain to select the Clear Fields button before starting a new search.
      2. To enter a payment for any fee, double-click the unpaid fee or highlight the fee and select the Payment button and the New Donation screen will appear. If you have entered a Value amount for this item you will notice the Deductible field automatically populates with the Value amount. The Deductible amount is the difference between the Amount Paid (Donation) for an item and the actual Value of the item. NOTE: If the Amount Paid for an item is lower than the Value of the item, the Deductible field is populated with “0” as there is no deductible to the guest/donor.
      3. You may enter the payment as you would any donation. TIME SAVING NOTE: If, when setting up your event, you entered a Default Campaign, Appeal, Fund, Batch and Thank You Letter on the main event page, all areas of the donation screen will be prepopulated with this information. You will typically only need to enter a Co-Donor (if necessary) and the Payment Type information.
      4. When the New Donation screen opens, you will notice that there is a green button on the Event Fees tab, indicating there is information contained on that tab. Likewise, if there is an incentive associated with this gift, there will be a green button on the Incentives tab.
      5. The Incentives tab shows the event, fee type, description, billable amount and value of this donation.
      6. Select the Save button once you have finished entering the payment. Close the donation window to return to the event screen. NOTE: If you have a printer connected to the computer you are using at Check Out, you can select the Print button located under the Letter field and print the donor’s thank you letter on site. 
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