If your gala event has a tradition of accepting cash payments for incidental purchases (such as drinks or raffle tickets), you can edit your payment settings to allow that option. Do NOT use the Point of Sale feature during a gala event as it does not integrate with other gala reporting and requires your volunteers/staff to understand both systems.
To enable cash payments for incidentals:
Go to Site Settings > Customize Your Site > Payments/Credit Card > Gala Payment Options (note: only users with Chair role can access this page)
Enabling this feature adds a "Cash Sale" checkbox to the Sales screens.
Incidental purchases are recorded by bidder number with "cash sale" noted. When the sale is entered, it will be recorded in guests' shopping carts as purchased and paid for. At check-out, carts will list all purchases and any balance due for any non-cash purchases.
Recording cash transactions during your event:
Go to Auction Night > Sell a Bulk Item
"Incidental" purchases (raffle tickets, drinks etc.) are most easily "sold" via the Bulk sales page but you can record cash transactions from either Sell screen.
Checking the Cash payment box marks the transaction as paid in the buyer's cart/receipt.
Article is closed for comments.