Cheddar Up terminology

If you only learn one thing

Collection

This is the core of Cheddar Up. This is the page that organizers (you) create and payers pay on.

Things you can create to collect money

Item

Organizers create items. Items have a dollar value attached to them and people can pay for them (e.g., registration, t-shirt, dues, etc.).

Item variation

An item with variations (e.g., colors, sizes, etc.) can have different images, prices, and quantities associated with each variation.

Fixed amount item

An item you give a set (or “fixed”) dollar amount.

Open amount item

An item you do not assign a value to, allowing payers to determine the amount on their own (often used for donations).

Recurring payment
item

An item that has a payment schedule associated with it. Payers agree to pay for this item once, and then subsequent payments happen automatically behind the scenes based on the agreed upon payment schedule (often used for recurring donations, monthly dues, etc.).

Things you can create to collect information

Item question

An optional piece of information you can request that is directly associated with the specific item someone is paying for (e.g., registrant name, t-shirt size, etc.). On the collection, this appears as a small form once someone clicks “add to cart” on an item. An organizer can choose from six different item question types (open text, multiple choice, checkbox, time, date, and phone number).

Form

A separate form not associated with specific items that requests information and can consist of multiple questions (ideal for contact information, etc.).

Form question

An optional piece of information you can request on a form on your collection. An organizer can choose from seven different form question types (open text, multiple choice, checkbox, time, date, phone number and e-signature).

Waiver

A waiver is a form type that allows you to enter paragraphs of text (if necessary) that will be displayed on your collection. A waiver automatically requests and requires the payer’s name and e-signature (perfect for permissions slips, policies, etc).

Things you can add to customize your collection

Banner image

When building your collection, you can add a banner image within Build > Details. This is the large image that appears at the top of your collection.

Item image

An option when creating an item (great when selling something). When using item variations, you can add a different item image per variation.

Category

A way to create visual separation on your collection by creating named groupings of items. Categories can also be used to create a navigational menu on your collection, which allows payers to easily filter items (great for when you have a collection with many items).

Collection description

A block of text you can add and format that will appear near the top of your collection.

Item description

A block of text you can add that will show within an item modal when a payer adds an item to their cart.

Category description

Text you can add that will appear below a category name on your collection.

Form description

Text you can add that will appear below a form or waiver name on your collection.

Question description

Text you can add that will appear below an item or form question on your collection.

Alternate payment methods you can add to your collection

Echeck

 

An additional payment method you can add to your collection’s checkout. It is an ACH debit from a payer’s bank account, which involves payers entering their bank account and routing numbers.

Cash/check

 

An additional payment method you can add to your collection’s checkout. If selected, the payer is responsible for sending you the payment offline. When you add this payment method to your collection, you can include instructions on where the payer should send the cash/check. On your Manage view, we also have tools to help you manage these payments (record if and when the cash/check was received, etc.).

Terms related to in-person payments

Point of sale

A separate payment flow built into Cheddar Up’s mobile apps that allows organizers to manage the checkout process from their mobile device to easily collect in-person payments.

Manually added
payment

When you accept point-of-sale transactions and do not collect customers’ contact information, you’ll see “manually-added-payment@cheddarup.com” recorded as the payer email address (as a placeholder).

Record payment

An option on your collection’s Manage view that allows you to record payments (typically cash/check) that you receive offline.

Miscellaneous terms

Manager

Someone you can invite to your Cheddar Up account to help manage (and, in some cases, create) collections. Inviting a manager allows them to have their own login credentials, but does not allow them to withdraw funds on your account. You can control Manager permissions, including the ability to create, edit, view payments, and receive notifications on collections.

Available quantity

When you create items (and item variations) you can choose to limit the quantity available for that specific item (or item variation).

Collection home page

One page (URL) that aggregates all of your “active” collections at any given time. It's a handy, one-stop shop URL for your community or group.