Money Tab: Payment Requests for Online Payments

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13 comments

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    Nissa Byrne

    Interesting but so many questions to ask:

    Is this useful for taking order for T-shirts when the buyer has to make color and size choices? Or is a payment request to be used as a point of sale device in person?

    Would I need to make a separate item for each T-shirt design and size?

    Does the PAYORS link detail the items purchased?

    If we specify the available quantity of an item does the number decrease as sales are made?

    Does it prevent the sale when there are zero available?

    If the public link was used by the school, how do we get a report of all the sales and items that need to be delivered to students in their classrooms?

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    Helen Green

    Hi Nissa. Good questions! We are putting together some best practices for payment requests as well as working on new features. Here are the answers to a couple of your questions and I will get back to you shortly on the others.

    If we specify the available quantity of an item does the number decrease as sales are made? Yes

    Does it prevent the sale when there are zero available? Yes

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    Beth Gracey

    Like the feature. How is reporting of sales provided?

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    Cyndi Tomblin

    Would it be possible to add a drop-down field for shirts, etc for purchasers to choose color and size, rather than add each color/size as a separate item? In this image, Lacy's item description indicates a  "comment" section but we do not have that field and when purchasing multiple items it could get confusing.  

    Can we find a way to add a separate picture for each item? We have magnets, backpacks, mugs, water bottles, tee shirts, polos, etc. and putting everything together in one picture or creating a collage of pictures in another program then importing it is not really convenient, especially as inventory changes.

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    Helen Green

    Here are answers to questions in the comments above.

    1. Is this useful for taking orders for T-shirts when the buyer has to make color and size choices? Would I need to make a separate item for each T-shirt design and size?

    Yes, payment requests are great for taking t-shirt orders. We are adding a memo field for purchasers to type in information like size/color at the time of purchase. In the meantime, you can create individual items for each size/color combination.

    2. Does the Payors link detail the items purchased? If the public link was used by the school, how do we get a report of all the sales and items that need to be delivered to students in their classrooms? How is reporting of sales provided?

    There will be a report you can print and/or download for transaction information including items and quantities purchased and memo field details/instructions. The memo field will allow purchasers to provide child’s name/classroom for delivery of items. Memo and reporting capabilities should be available shortly.

    3. Would it be possible to add a drop-down field for shirts, etc. for purchasers to choose color and size, rather than add each color/size as a separate item? Can we add a separate picture for each item? We have magnets, backpacks, mugs, water bottles, tee shirts, polos, etc. and putting everything together in one picture or creating a collage of pictures in another program then importing it is not really convenient, especially as inventory changes.

    We are currently working on functionality to allow for individual item pictures as well as drop-down fields for sizes, colors, etc. We hope to have these options available soon.

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    Cyndi Tomblin

    We also need an option with a blank amount where the donor can fill in the amount they wish to contribute or our main fundraiser. This is not a fixed amount so I am unable to set it up.

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    Helen Green

    Adding a blank amount field is also in our next planned update. Thanks for all the feedback! It really helps us know what is needed.

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    Holly Emerson

    It seems as though you can email the link for payment requests, but I'm having a hard time figuring out how to keep the link accessible from the dashboard or everyone hub. Is this possible or are payment requests only accessible through a link?

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    Nissa Byrne

    Holly Emerson: After you create a payment request and get a link for it you can insert the link onto the Dashboard so it appears in the left column.
    Admin Console > Settings tab > Dashboard Feed & Links > scroll down to Additional Website Links to insert the payment request link

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    Kelly Monce

    Is there a way to have a toggle box in the payment request builder where you can make the memo line mandatory or not. Like with Spiritwear we would want the memo line filled out to ensure proper delivery of merchandise. But for other payment requests, like a giving drive, the memo may be optional.

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    Helen Green

    Thanks Nissa for your answer about dashboard links.

    Hi Kelly, right now we don't have a way to make the payment request memo required or not required. However, this is great feedback and I will add it to our development road map and see if we can get it in the app. In the meantime, I would suggest very clear instructions in your description with what information needs to be included in the memo fields.

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    Brandy Mann, PTA Communications

    Is there any update on this development cycle?

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    Helen Green

    With the back to school rush, development has not yet looked at giving an option to make memo required or not required.

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