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 Admin > Site Settings > Gala Auction > General Settings (note: only users with Chair role can make changes on this page).
1. Check this box if you want to allow guests to pay cash for incidental purchases during your event (such as drinks or raffle tickets). Cash purchases are recorded by bidder number with paid/cash noted. When the sale is entered, it will be recorded in guest's shopping cart as purchased and paid for - so if they have additional purchases through the evening, they will receive one receipt showing all items and payments at check out (unless next box is also checked, see below).
2. Check this box if you want cash sales to be processed immediately as an individual order. Doing so will close the order after each cash sale - at check out, guest will have individual receipts for each cash transaction, plus a shopping cart/order/receipt for all non-cash purchases.
3. Save your changes.
Recording Cash Transactions during your event:
Go to Auction Night > Sell a Bulk Item
1. "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.
2. Check the Cash payment box to indicate that payment has been received for this transaction.
Payment is reflected in shopping cart/receipt at check out:
Go to Auction Night > Check-out
Comments
0 comments
Please sign in to leave a comment.