Step by step instructions and videos for closing your Online & Mobile bidding auction.
1.) Confirm your Payment Processing Method and Billing Information:
Go to Close Out > Confirm Payment Processor: In this section you'll need to confirm your billing information and your payment processing method. Once you complete this step, you'll be able to proceed with the rest of Close Out.
2.) Edit the Winning Bidder Email:
Go to Close Out > Winning Bidder Email: In this section you can set up the winning bidder email/purchase confirmation that goes out automatically when you award your items. Use the text boxes to customize the email. Be sure to save your work by clicking on the Save button at the bottom.
3.) Award Your Items:
Go to Close Out > Award Items: Here you'll see all of your items listed with their respective winners. You can award each item individually by clicking Award or you can award them all at once by clicking Award All Ready Items. If you need to add shipping or tax, you have to do it in this step.
Please note: All Not Sold items will also be listed as Ready to award. These must be closed by clicking the Award button and then close next to them.
When clicking the award all ready items button, it will take a few moments to award everything. Please refresh the browser screen in close out > award items after a moment to make sure all has been moved to the process payments section.
4.) Process the Purchases:
Go to Close Out > Process Payments: All of the purchases will be bundled by winner (so if someone won 3 items, they'll be listed once with their total purchase). You can confirm the purchases individually by clicking Process next to each of them or you can process all at once by clicking Process All Purchases.
Note: When clicking the process all purchases button, it will take a few moments to process the payments. Please refresh the browser screen in award items after a moment to make sure all has processed.
After you process the purchases, the winners' cards will automatically be sent to Stripe, iATS, or Greater Giving for processing. You'll be notified via email if any purchases failed.
You can also see if a card has failed by going to close out > process payments after a few minutes of processing. Any failed cards will be displayed.
If you have any questions about how soon the funds will be deposited in your account, transaction fees, please contact your processor directly:
- Stripe: visit https://support.stripe.com/questions/how-long-does-it-take-for-payments-to-be-transferred-to-my-bank-account
- IATS: 888-955-5455 or firstname.lastname@example.org
- Greater Giving: 866-269-8151 or email@example.com