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Create Quick Order

Check out supporters by taking online or offline payments on demand

Updated over 2 weeks ago

Note: The ability create a Quick Order is specific to In-Person Event campaigns.

When hosting an In-Person Event, you can create an order in your campaign's Dashboard, add items or donations to the order, accept credit card or cash/check payments, and generate a receipt for supporters.

Quick Orders are ideal for:

  • Taking orders over the phone

  • Taking orders for supporters who want to pay by cash or check

  • Selling Shop products at a merch table during your event

  • Selling raffle entries online and during your event

The following items can be added to a Quick Order:

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.

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.

Steps

  1. Visit your campaign's Dashboard.

  2. Select +Create in the top right corner, then select Order to launch the Quick Order checkout.

  3. 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. If you mistakenly add an item that is not needed, simply click the Trash Can icon next to the item to remove it from their cart.

  4. 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.

  5. After adding all the desired items to the supporter's cart, click Checkout.

  6. On the next page, enter the supporter's name and email address.

  7. Select their payment method, choosing between Credit Card to take an online payment or Cash/Check to enter an offline payment.

  8. Complete the additional fields for their preferred payment type and click Submit. An Order Receipt will instantly be sent to their email address documenting what they purchased and their payment method.

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 categories of the Shop, Raffle, or Donations.

For example, if you are coordinating a live auction and need a way to take an online or offline payment for the live auction item, you can add that as a Misc. Item when generating a Quick Order. Or, if you have specific items available on event night that are not represented in your Shop, you can sell them as Misc. Items.

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, meaning if someone has only purchased a Shop item or Raffle item, only the Shop section or Raffle section will display on the receipt. Other sections like the Registration section will not appear. Misc. Items will be represented on the receipt as well, with the name of the Misc. Item you provided when creating the order.

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