TRANSCRIPT: If you have quantity limitations for an event or other product, you may wish to use the inventory feature in JourneyCARE to prevent overselling. To do this, start by clicking payments in the left navigation column. Then hover over products in the top navigation and choose products from the dropdown. For a product that you've already created, simply find it in the list. In this example, we'll choose the particle counters workshop. Next, scroll down to the pricing section. Click on the existing price. In this case, the price is labeled the same as the product name, but in your product, the price may be labeled something different. Note that there is a checkbox on that next screen that says Track inventory. Checking that box will make another field appear where you will put in the exact quantity you wish to make available. IMPORTANT: Note that this is only going to track sales going forward. It won't count sales that already occurred in the past. So if you only have 30 seats available in a training, but five people already signed up, set your quantity available to 25. Be sure to hit save at the bottom after you've put in the quantity. Once you've done that, this product will show as sold out on forms or in e-commerce once the limit has been reached. If you want to set the quantity available on a brand new product that doesn't exist yet, click the button above the product list to create product. You'll need to enter the product name. Then scroll down to enter the amount directly below where you enter the price. You'll see a checkbox for track inventory. Check that box. Put your desired quantity limit into the field. Click save on the product, and you'll be all set. If you have any questions about setting up products or quantity limits, be sure to reach out. Our help desk team is here to help.

Create Products to Sell Selling with a Form Selling with a Simple Payment Link Selling with an Invoice Send Attachment with Invoice Create an Invoice Payment Plan Download a PDF of an Invoice Processing a Refund Delegating Access to Stripe

You now have the option to pass on credit card processing charges, or other miscellaneous fees, to the person making the payment.  With just a quick setting, you can ensure your association isn't absorbing extra costs. To take advantage of this new capability, go to your Payment Settings and look for the section for Miscellaneous Fees. Turn it on, set your percentage, choose a label (like “Processing Fee”), and decide exactly where you want that fee to show up. Just check the boxes and you're good to go! The fee is automatically calculated based on the transaction amount and shows up as a separate line item during checkout, so everything stays transparent for your members and supporters. A couple of things to keep in mind: This applies to new transactions only. Nothing changes on invoices that have already been sent out or payment plans that are already in place. Also, it is very important to know that the rules around credit card processing fees are different in different states and local jurisdictions. So know what rules impact you based on your organization's location or where your customer transactions occur. In the future, we're planning to expand this capability to more areas like Ecommerce and mobile point-of-sale. Plus, we plan to allow you to set different fees by channel and provider, so watch for future updates on that.

TRANSCRIPT: If you want to offer a discounted rate for something that people are buying through JourneyCARE, the typical way to do that is via a coupon code. One thing to know upfront is that you should NOT use a coupon code for a 100% off situation. If you want to give someone something for free, make a different form that simply doesn't have a payment element on it, give that form link to anyone who should have complimentary access. The reason for this is that even though you can create a coupon code that gives 100% off, if the payment element on your form is required, it's still gonna make someone put in their credit card info in order to submit the form. No one wants to submit their credit card info to get something for free. It's better to give them a form that doesn't require a payment element First. Click on payments in the left navigation and then choose coupons at the top. On this page, you will see any existing coupons for your account. To create a new one, simply click the blue button at the top right that says, create coupon. When creating your coupon, you'll have options for how exactly you want your coupon to work. Start by giving your coupon a recognizable name and the code that you want people to use. Coupon codes can only contain letters and numbers. No special characters. If you don't want to come up with your own code, you can click the generate button and one will be created for you. Next, you will choose whether your coupon gives people a dollar amount off or a percentage off, and you'll set when your coupon can be used. The start date is required. You don't have to put in an end date if you don't want the coupon to ever expire. Finally, you will choose how many times this coupon can be used. For example, maybe you only want it to work for the first six people who respond. You can limit it to be used only on specific products. You can limit it to only be used once per person. And in the situation of recurring charges, you can choose if this coupon is only supposed to apply to the first charge or to future charges. When you have everything set the way you like, click the create button. There's one more step that you may need to do. If you are using forms with a payment element. By default, the coupon code option does not show, so you'll need to go into your form, click on the payment element, and toggle the setting to enable the coupon code option. Once you've done that, people will be able to use the coupon code on that form to get the discount.

Download a PDF of an Invoice 

Create an Invoice Payment Plan

Selling with an Invoice

Selling with a Simple Payment Link

Selling with a Form

Create Products to Sell

 Processing a Refund