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 accept credit card or cash/check payments and generate an itemized receipt for supporters.
Quick Orders are ideal for one-time purchases, such as:
Taking orders over the phone
Taking orders for supporters who want to pay by cash or check
Tip: If you are hosting an In-Person Event where you anticipate supporters making several contributions throughout the night, you may want to manage a tab for the participant instead, so you can charge them at the close of the evening via their credit card on file or by taking check/cash payment.
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.
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
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 Tab or create a 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. 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.
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, choosing between Credit Card to take an online payment or Cash/Check to enter an offline payment.
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 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.