Accepting General Transactions/ Donations

Your volunteers can accept donations/ transactions even without a formal event created on PayBee through their volunteer on the PayBee mobile app.

Here are the instructions to follow:

• 1. From the Volunteer Home Page on PayBee under Quick Actions Tap ‘Accept Donations

• 2. Start typing the donor's name or email. Select the donor if you find them to proceed. If you can't find the donor tap on the Create New Donor button, enter the donor's name and email and then tap Next.

• 3. Tap Accept Donation

• 4. Tap Your Campaign

• 5. Tap on the option

• 6. Add in any additional information if needed and tap Next

• 7. Now, choose a payment method - Card, Check or Cash. Record a memo or enter a company name if the donor's company matches donations. Then record the payment.

  • For Cash simply collect the cash and hit Record.

  • For Check, it is optional to take photos of the check or enter the check number in Memo. Tap ‘Record’.

  • For Card, if you have a card reader ‘Tap To Use Card Reader’. Follow instructions. If you don’t have a card reader you can set up the option to use Tap to Pay if this is available on your phone otherwise Tap ‘Enter Card Manually’ and add in the card information.

    • In Confirm Payment, the checkbox is selected if the donor is covering the transaction fees. Uncheck the checkbox if needed.

      • Collect the signature. Tap ‘Confirm Payment’.