Track and report payments

You’ve created a collection, shared it with your group, and now payments are starting to roll in. Here, we'll show you how to view and track payments from your Manage view.

View your payments

The Manage view lists payments in chronological order with the most recent payment appearing at the top of the list.

  • View online: To view details of an individual payment, click the blue arrow to the right of the payer name. Select “Order Summary” and you’ll see all details of that payment including any form responses.
  • View offline: To view all payment data in one report, click on the "Export" button at the top of the payer list, and select one of the available reports (Excel or pdf options).

See some of these options in the image below:


Record payment

The "Record Payment" feature allows organizers to record payments on behalf of payers. This is a great feature for adding cash or check payments or for entering a credit card payment taken over the phone. Follow these steps to record a payment: 

  1. From the Manage view, click "Record Payment". This opens your collection so you can make the appropriate selections and fill in any required information for the payer.
  2. On the first view, provide an optional email address. If you don't enter an email, the platform will insert a generic “manually entered” email as a placeholder, and the payer will not receive a payment confirmation.
  3. On the collection, add the appropriate item(s) and complete any required fields on behalf of the payer. 
  4. At checkout, you'll be able to select from credit card or cash/check payment methods (if you've enabled echeck on this collection, this will also be an option).

Important

All recorded payments should be made with a unique email address, because the email address is the unique identifier on the Cheddar Up platform. If the same email address is used for multiple payments, payer name will not be recorded appropriately. Instead, all recorded payments will take on the same payer name, which can be problematic for reporting. 

See it in action: 

Common Questions

What does "pending" mean next to a payment?

A "pending" credit card payment, while not yet available for withdrawal, is indeed successful. Those funds are just making their way to your Cheddar Up account. In contrast, a "pending" echeck payment should not be considered successful until it is in a "cleared" status. Unlike credit cards, echecks do not fail immediately, and it can take several days before you're notified that an echeck fails.