Note: The ability create a Quick Order is specific to the In-Person Event and P2P In-Person Event campaign types.
When hosting an event-based campaign, you can create orders on behalf of supporters directly from the GivePoint Terminal, an admin-facing checkout solution on your campaign. You will be able to build their order, take payment, and send an itemized receipt to the order buyer.
Quick Orders are ideal for one-time purchases, such as:
Taking orders over the phone
Recording cash/check payments for orders made offline
Invoicing supporters for an order to be paid later (In-Person Event campaigns only)
Tip: If you are hosting an In-Person Event where you anticipate supporters making several contributions throughout the night, you may want to manage an Event Tab for the participant instead. Event Tabs are ideal for contributions made on event night, so you can send one itemized receipt or invoice to a supporter at the close of the event.
The following items can be added to a Quick Order:
Tickets
Shop items
Raffle entries
Donations
Note: If you do not have the Shop feature or Raffle feature enabled on your campaign, you will not see those categories when creating a Quick Order.
Steps
Visit your campaign's Dashboard.
Select Create in the top right corner, then select Order.
If hosting an In-Person Event, a pop-up will appear with the option to Manage Event Tab or Continue with Quick Order. Under Quick Order, select Continue.
You'll be taken to the GivePoint Terminal, an admin-facing checkout solution. Use the tabs at the top of the page to find and select the item(s) you would like to add to the supporter's order.
To take payment for a Miscellaneous item that does not fall into the available categories, select +Add Misc. Item in the top right. Enter a name for what they are purchasing and indicate the amount to be charged. Click Add.
After adding all the desired items to the supporter's cart, click Checkout.
On the next page, enter the supporter's name and email address.
Select their payment method:
Credit Card to take an online payment over the phone
Cash/Check to record an offline payment received, marking their order as paid
Invoice to send the order buyer an email with instructions on making their payment (Note: Invoicing via Quick Order is limited to In-Person Event campaigns only)
Click Submit. If Credit Card or Cash/Check was selected, an Order Receipt will instantly be sent to their email address documenting what they purchased and their payment method. If Invoice was selected, an invoice with instructions and payment link will be sent.
Tip: The Quick Order checkout experience can be launched from multiple places within your campaign's Dashboard. Use the left side menu to visit Dashboard, Orders, Shop (if enabled), and Raffles (if enabled) and look for the Create button in the top right corner of the page to begin creating a Quick Order.
Frequently Asked Questions
What qualifies as a Miscellaneous Item?
A Miscellaneous Item can be anything you need to take payment for that falls outside of the provided categories. It is an open-ended category to help you sell what you need. If someone offers to buy the table arrangement at your gala, for instance, you can easily sell it to them as a Misc. Item.
Note: Miscellaneous Items cannot be created in advance. They are one-time purchases that must be added during Quick Order checkout.
What does the receipt that supporters receive look like?
Supporters receive your campaign's Order Receipt, which you can customize. This receipt is adaptive, with different sections that may appear for Registration, Donations, Live Auction, Shop, Raffle, and Misc. Items, depending on what was purchased on the order.