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How to manage Checkout and Item Pickup Print Article

INTRODUCTION


Checkout volunteers can use SmartPay Anywhere on laptops, tablets, or mobile phones to quickly verify or enter payment and gather each guest's purchased items.

Please check out tips for planning item pickup first. Below, you'll find instructions on how to use SmartPay Anywhere to verify payment, view purchased items, and mark items as picked up.



SmartPay Checkout Video for Volunteer training

HOW TO...

Log in to SmartPay Anywhere.

Search. Enter the guest's name or bidder # and view their bidder record.

View the guest's Purchases & Payments. 

On mobile phones, click the Menu button in the upper lefthand corner and then select Purchases & Payments.

  

On laptops and tablets, click Purchases & Payments in the left navigation panel.

Check the guest's balance due and collect payment (if needed). 

If a guest has already paid for all of his/her items or has an Express Checkout credit card on file, the balance due will be $0.00. Gather the items listed under Purchases.

   

If a guest has not paid, the balance due will be more than $0.00. You can direct them to the Checkout area or collect payment immediately. On laptops or tablets, click Add Payment and swipe the credit card or enter the cash or check information. On mobile phones, click the Payments tab and then the Add Payment button to enter the payment method and amount.

NOTE: In order to swipe credit cards on iOS phones or tablets, you must have installed BidPal's iOS SmartPay Anywhere app and have an audio jack credit card swiper connected. Android swiping is not yet supported.

 

Mark items as picked up. Tap or check the Picked Up checkbox for all silent auction, live auction, and physical fixed price items that the guest has collected.

 

Tip! Your volunteers can use this feature to keep track of what fixed price raffle tickets or merchandise have been picked up throughout the event. If a guest makes multiple purchases of a single fixed price item, you'll be able to view purchase times and individually track which transactions have been collected.

Repeat. Click or tap Back to Search to look up the next guest's record.

 

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