Use this link to share with your colleagues:
How to Take Group Sale Payments Online: https://help.patronmanager.com/a/1544269
If you process Group Sales in PatronManager, taking payments online can save you a lot of time and provide your patrons with a convenient way to pay off their balance.
Because Group Sales are built as Donation records with their own record types in PatronManager, you can use Payment Requests to let your group sale patrons pay online.
This article serves as a home base to help you set up Payment Requests for Group Sale Payments, and for each step we'll link out to the detailed instructions to complete each part:
- Set up Payment Requests
- Create a Payment Request Form for Group Sale Payments
- Send a Payment Request
Let's get started!
1. Set up Payment Requests
In order to take advantage of Payment Requests, you'll first need to set the feature up!
When setting up Payment Requests for Group Sale Payments, make sure to:
- Add the Request Payment action to the Group Sale Payment Layout
- (optional) Set a custom Payment Request Notification Template and custom Payment Request Confirmation Template for Group Sales, if desired
2. Create a Payment Request Form for Group Sale Payments
Once Payment Requests are set up, create Payment Request Forms to be able to use them.
When setting up Payment Request Forms for Group Sale Payments, make sure to:
- Set the Record Type on the form to "Group Sale Payment"
- (optional) Set a custom Payment Request Notification Template and custom Payment Request Confirmation Template for Group Sales, if desired
3. Send a Payment Request
When you're ready, request a payment from the group so that they can pay online with the magic link!
When requesting payment for Group Sale Payments, make sure to:
- Request Payment from the Group Sale Payment record itself
- Send to the correct Contact(s) for the group; in other words make sure to request payment from the person who will actually pay