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 information about an individual payment, click the three dots to the right of the payment. Select “Order Summary” and you’ll see all information about that payment including any form responses.
  • View offline: To view all payment data in one report, click on the "Export Collection Summary" button in the "Payments Reports" box to the right of the payment table and select either an Excel summary or order pdf. Keep in mind that there are additional reports available on each tab of the Manage view. 

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 the "Record Payment" button. 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.