- How to Enable Bidders and Donors Cover the Processing Fee using Panorama Global Fund (PGF)
- How to Enable Cover the Processing Fee using Stripe or iATS
How to Enable Bidders and Donors Cover the Processing Fee using Panorama Global Fund
If your funds are being processed by Panorama Global Fund (PGF), the Pay the Fee feature is enabled by default. When enabled, donors and bidders will have the option to cover 100% of both the processing and credit card transaction fees combined helping raise more for your mission and satisfying donors by enabling them to allocate 100% of their donation to go towards the cause.
If you prefer to disable this feature, please follow the instructions below:
- Go to Close Out > Get Ready > Pay the Fee
- Uncheck the box next to Ask Bidders to Pay the Fee and then click Update Bidder Fee Settings.
Note: with this feature, there is no option to charge partial fees. Also, when enabled, the option is shown to bidders/donors on all ticket, donation, items and quick sale pages. There is no option to show it on select pages only.
The option to cover the fees for auction items, quick sales, ticket sales, and donations can only be viewed by donors or bidders when they are on the full-screen web view (standard version) on desktop or a mobile device. The feature is not currently available on the mobile app version.
For bidders or donors to be able to view and opt-in to cover the processing fees from a mobile device, they must click on the View standard version of site link as seen on the screenshot below.
When Bidder Covers the Fee is enabled, your donors will have the following experiences:
Bidders have the option of covering the fees when placing a bid on an auction item. The checkbox will be unchecked by default. When the bidder checks the box, the calculated fee will be added.
Bidders purchasing a Buy Now item will now see the option of covering the fees when purchasing a buy now item on the confirmation page. The checkbox is unchecked by default. When the bidder checks the box, the calculated fee will be added.
When a supporter is purchasing tickets, a checkbox will display asking the bidder if they would like to cover the fee. The checkbox is unchecked by default.
If the bidder checks the box indicating they would like to cover the processing fee, the Confirm Ticket Order page will display the fee they opted to cover.
The Ticket Confirmation Email will include a Fees Covered subtotal line as well.
When a supporter is making a donation, a checkbox will display asking the donor if they would like to cover the fee. The checkbox is unchecked by default.
If the donor checks the box indicating they would like to cover the processing fee, the Confirm Donation page will display the fee they opted to cover.
The Donation Confirmation Email will include a Fees Covered subtotal line as well.
Offline Ticket Orders
The fee can also be covered when creating an offline ticket order. This is enabled under Close Out > Ticket Orders. Once on the page, then click on Create Ticket Order. When the fees checkbox is checked, the fee amount will populate in the Fees field and be added to the purchase.
The fee can also be covered when creating a Quick Sale. This is enabled under Close Out > Quick Sales. Once on the page, click on Create Quick Sale. When creating a Quick Sale, a checkbox will display asking if the bidder would like to cover the fee. The checkbox is unchecked by default. By checking the box, the calculated fee will be added.
When creating Multiple Quick Sales, please note that the checkbox will apply to all Quick Sales and Bidders. Therefore, if you have some bidders who will pay the fee and others who won't, you will need to do this process twice: once with the checkbox on and once with it off.
The Fee column will indicate whether or not the bidder chose to cover the fee. All of the fees are totaled together into a Fee Subtotal at the bottom of the receipt.
The Awarded Items, Winning Bidders, Export Item Details, Tickets, Quick Sales, and Donations reports have a Cover the Fee column which shows the amount if the bidder paid the fees.
If a bidder or donor opted into covering the fee and no longer wishes to, please submit a refund request to our Customer Support Team here. Be sure to include your bidder or donor's name, email address, and transaction amount. This process is similar for any other Panorama projects processed through PGF.
Adding a message about how covering the credit card processing fees will specifically help your organization encourage more donors to opt in to covering the fees.
To add a message click on Items at the top of your admin homepage and then click on Draft Items or Published Items depending on what stage you are at in creating your items listing.
Then click on Edit next to the item you want to work with.
Scroll down to the section labeled Special Note.
Here you can add text to describe how opting to pay the processing fees will help your organization.
How to Enable Cover the Processing Fee using Stripe or iATS
You can enable the Cover the Processing Fee feature to have a processing fee automatically applied for all auction items, quick sales, direct donations and tickets.
To ensure a bidder is aware of the charge, we suggest mentioning you will be applying this extra percentage fee on your homepage, in the item description (in the Special Notes section) and in your email communications.
To enable this feature, please follow the instructions below:
1. Click on Close Out > Get Ready > Cover Processing Fee.
2. Choose what you want to be covered and enter the percentage, then click Update CC Fee Settings. By default, the checkboxes are checked and the processing fee percentage is 0%.
3. The fee will be automatically applied to items, tickets, direct donations, and/or quick sales depending on which checkboxes are enabled. The fee is displayed on the Process Payments page. Note: the fee is not displayed to the bidder or donor when they make a bid or a donation.
1. To view your bidder receipts select Bidder Receipts on the left-hand side.
2. From here you can edit your receipt settings, generate one PDF for all bidder receipts, email receipts to all bidders, or work with an individual bidder to generate a pdf or email their receipt.
The Credit Card Transaction report shows the fees broken out per credit card charge. Note: this is the only report that shows the fees charge broken out.
Should you wish to change your fee for a single person or order, you can change the fee by following the steps above. Then, when the order is in process payments, click on View Purchases, and choose Recalculate Fee. Then process as normal. Remember to set your old percentage back for other orders.