Campaign Totals
Transfer By campaign
| Date | Campaign | Proceed | Donation | Tax | Fee | Status |
|---|
Your subscription payment is due
You have a pending invoice
Love Paybee?
Refer PayBee to your non-profit friends. As a thank you, we will donate $50 to you when they signup. Also, they will get a $150 discount from the onboarding fee.
Recent donations
No donations yet.
| Donor | Campaign | Type | Status | Date | Amount |
|---|
Annual Tax Receipt to Donors
We send consolidated annual tax receipts for all donations recorded in PayBee for donors in the third week of January. Everyone is opted in by default.
Opt out of annual Tax Receipt.
Add email Ids to be notified for each successful transaction.
Type a email and press enter to add. Click X to remove it.
No transaction data available for selected dates
Summary Totals
Transfers
Transfer amount
Donation amount
Total fee
Refunds
$0.00
Tax Collected
$0.00
Adjustments
$0.00
Campaign Breakdown
Transfers
| Initiated | Est. Arrival | Proceed | Fee | Donation | Refund | Tax Collected | Adjustment | Status |
|---|
- Transfers
- Transfer Details
Transfer Details
Transfer Date
Proceed
Number of Donations
Fee
Refunds
Tax Collected
Adjustments
| Donor Name | Campaign | Proceed | Donation | Date | Tax | Trans. Fee | PayBee Fee | Status |
|---|
Pledges
$0
$0
Donations
$0
$0
Card
$0
$0
Bank Account
$0
$0
Check
$0
$0
Cash
$0
$0
No transaction match this criteria.
No volunteers added yet
| Name | Raised | Pledges | Status | Actions |
|---|
No accounts added yet
| Name | Phone | Role | Status | Action |
|---|
| Name | Phone | Address | ExternalId | Amount | Donations | Last | Action |
|---|
No recurring donations yet.
| Name | Phone | Address | Campaign | Option | Frequency | Amount | PledgeAmount | Type | Status | StartDate | EndDate | Info | InfoSelect | Detail |
|---|
This has been deprecated.
Please go to "Manage/Events" for new experience.
To create and manage your Hybrid, Virtual or In-Person Events.
Add Attendee
Add attendees to the event either 1 by 1 or bulk import attendees. A confirmation email will be sent immediately.
Send Join Reminder
Send join reminders to all attendees.
Send Cart Reminder
Send pending pledge reminders to all attendees with items pending in their cart.
Notify Attendees via Text
Send pending pledge reminders to all attendees with items pending in their cart.
No attendees yet.
| Actions | Name | Live | Attended | Cart | Pending | Donated | Paddle | Address | Phone | Info | Payment Link | Join Link |
|---|
Invite More
Send Invitations for Virtual Event
Send Pending Reminder
Send reminder to all invitees who haven't accepted or declined it yet.
| Sent | Opened | Accepted | Declined | Bounced |
|---|---|---|---|---|
No invitations yet.
| Actions | Name | Updated | Status | Reminded |
|---|
Download Bid Sheets, Bidder List
No Auction campaign with online bidding enabled.
Create one from Campaigns. Or edit existing Auction Campaign to see it here.
Create one from Campaigns. Or edit existing Auction Campaign to see it here.
Status:
No Ticketing campaign
Tickets
● Connected to Event
Event
Tickets
No ticketing transactions yet.
| Name | Option | Count | Guests | CheckedIn | Date |
|---|
Checked In: 112/324
Guests
No guests added yet.
Guests
This functionality is currently disabled.
Instruction to enable Guests:
1. Please turn on "Collect Guest Information" in Ticketing Campaign
Tables
No tables added yet.
| # | Seats | Assigned | Category |
|---|
Tables
This functionality is currently disabled.
Instruction to enable Tables:
1. Please connect Ticketing Campaign to In-Person Event
| Sent | Opened | Accepted | Declined | Bounced |
|---|---|---|---|---|
Invitations
No invitations added yet.
| Name | Option | Count | Guests | Created | Updated | Status |
|---|
Confirmed Guests
Confirmed Guests
Name
E-Mail
Table #
Paddle #
Confirmed Guests
People confirmed to be attending
You have no confirmed guests yet. Click the Add button to start.
Confirmed Guests
This functionality is currently disabled.
Instruction to enable Confirmed Guests:
1. Please enable Collect Guest Information
Invitations
Invite people to attend via email
Name
E-Mail
Count
Status
Invitations
Invited people
You have no invited guests yet. Click the Invite button to start.
Invitations
This functionality is currently disabled.
Instruction to enable invitations:
1. Please switch on "Collect Guest Information"
2. Please switch on "Enable Guest Invitation"
No transactions yet.
| Donor | Phone | Address | Option | Status | Type | Amount | Tax | Date | Method |
|---|
No transactions yet.
| Donor | Phone | Address | Option | Status | Amount | Date | Action |
|---|
| Volunteer | Donor | Amount | Method | Date | Action |
|---|
| Donor | Amount | Date | Status | Reminder | Company | Actions |
|---|
Add Campaigns
Add Campaigns to the event. All campaigns are added by default.
Pending Carts by Table
See pending carts arrange by the table.
Last Updated:
Add Attendee
Add attendee to the event and assign paddle and Table.
Send Cart Reminder
Send pending pledge reminders to all attendees with items pending in their cart.
| Name | PaddleNum | TableNum | Cart | Pending | Donated | Checked In | Checkout Link |
|---|
Assign Paddle to All
Assign paddle to all eligible attendees.
For Printing, print it on letter size paper with scale set to 100%
Preview and Download Paddles
For Printing, print it on letter size paper with scale set to 100% and pages per sheet of 4
Preview and Download Table Cards
This functioanlity is only provided for recording offline donations. For an accurate recording of:
Tickets: Please use the Add Tickets button from Manage/Ticket and Guests.
Auction Items: For auction items add it to the donor's cart from Reports/All Pending and check out.
Add Donation
Instructions
1. Download empty sample File (Download)
2. Add required and optional data
3. Campaign id lookup
4. Upload file, fix any issues reported
5. Submit
2. Add required and optional data
3. Campaign id lookup
4. Upload file, fix any issues reported
5. Submit
Campaign ID lookup
Supported File Format: XL spreadsheet with header row
| Column Name | Header | Value | Description | Note |
|---|---|---|---|---|
| name* | Required | Required | Name of Donor | Full name of Donor |
| email* | Required | Optional | Email of Donor | One of Email, Phone or Address must be present |
| phone* | Required | Optional | US phone number of Donor | One of Email, Phone or Address must be present |
| address* | Required | Optional | Full street of the Donor | One of Email, Phone or Address must be present |
| campaign_id* | Required | Required | Campaign Id, number | Use campaign Id lookup to find correct values |
| amount* | Required | Required | Donation amount in dollars, excel cell type is number or currency | Non zero donation amount |
| date | optional | optional | Donation date in Month date, year (e.g. March 30, 2018), change excel cell type to text | Current date will be used if not present |
| memo | Optional | Optional | Any additional notes | Any additional notes about this donation |
| method | optional | optional | Donation Method - use "check", "cash", "card", "inkind", "stock" or "other" | If Empty defaults to check |
| type | optional | optional | use donation or corpmatch | Defaults to donation if not present |
| company | optional | optional | Donation matching company | Only used when donation type is corpmatch |
| notify | optional | optional | Notify donor of donation - yes or no | Notification sent via email if present |
Donations successfully added!
Create Ticket
Add single or group tickets and assign guests to tickets
Ticket Type
This here explains what is an individual ticket and when can the user use it
Ticket count
Send Invitations
Send Invitations for
Add attendees
Add attendees to .
A confirmation email will be sent out immediately.
A confirmation email will be sent out immediately.
Music
Upload Music File
Invitation Details
Ticket Details
Ticket and guest details.
Confirmed Guests Add Guests
| Name | Preference |
|---|
Invitations Invite
| Name | Count | Status |
|---|
Invite Guests on Behalf of
Seat(s) Remaining
Please select the number of guests and invite via email.
Add Guests on Behalf of
Seats Remaining
Please select the number of guests and complete the required guest information.
Manage Guest Tables
See and move table for guests.
| Name | Table | Status |
|---|
No guest added to this ticket
Session For
Session logs for current user
| # | Start | End | Total Time |
|---|---|---|---|
| 1 | 01/13/2020 7:30pm | 01/13/2020 8:29pm | 59 Minutes |
Donor History.
| Campaign | Option | Status | Amount | Date |
|---|
Campaign Name
Frequency:
Start Date:
End Date:
Amount:
Total Pledged:
Status:
Donations
No donations yet.
| Date | Amount | Status |
|---|
Resolve Donation
Add to Cart
Add pending pledge by Campaign.
Select Campaign
Select Option
Select Event
Pending pledges.
Memo: [None]
| # | Campaign | Option | Date | Amount | AddedBy |
|---|
No Donations accepted yet.
| Donor | Option | Status | Amount | Date | Method | Memo |
|---|
Donation Detail
Memo
Check front
Check back
Login
Organization Log in to access PayBee Account
Send Text Message
This message will be send via text to all attendees of this event who have valid phone number.
Current event links:
Preview and download QR code.
Current Event links:
Join Link:
Link to share if you want users to register and join at the same time.
RSVP Link:
Link for attendees to register for the virtual event.
It sends registration confirmation along with a personal join link.
Watch Party Join Link:
If someone is joining the watch party where they are watching the video on the big screen.
This link can be used for attendees to participate in the pledge drive,
live auction, etc. from their phone without the video.
Big Screen Link:
This link can be used to show an in-person audience on a big screen or TV.
It shows real-time activity and goal line.
Event Page Link:
Use this link to share your customized event page with donors.
Whats New
Released on: April 26 2022
Add On Donation for Ticketing campaigns
1. Now you can add a donation campaign to the ticketing campaign for people to add an optional donation to the ticket purchase whether it is a free or paid ticket.2. Edit the campaign, switch the option 'Enable Add On Donation', select a campaign and save.
3. This option will show up after the ticket has been selected and right before the payment page for the donors.
New Purple theme for Event Pages
Released on: December 30 2021
Event Web Page:
1. When you create an event in the PayBee (all kinds), it automatically creates a barebones event page. You can customize the event page in minutes. Go to manage/events and edit the event to see it in action. Find more information about event page here.2. Donation receipts to individual donors for 2021 can be sent from reports/donors. If you have not opted out, 2021 consolidated receipts to all donors will be sent out on 24th January.
Released on: November 20 2021
Silent Auction:
1. Silent Auction can now have items that are for Buy only. Just flip the flag called "Buy it now only Item, the bid button will not be shown" to enable it.Released on: October 13 2021
Campaign:
1. Each campaign option can have its own description.2. Sponsors can be added to each campaign. Once a sponsor group is created, it can be shared across many campaigns.
3. Old and not in use campaigns can be archived, reports will still be available, but they will not appear in various dropdowns across managing and reports, reducing clutter and confusion.
Donor Pages:
1. We have redesigned the campaign donor experience to be consistent, beautiful, and intuitive across any device size. Better controls and are even easier easy to navigate.Event:
1. All relevant links are now available in one place. This includes event join, rsvp, big screen display, watch party join link, etc.Misc other fixes are included in the major release.
Released on: August 5th 2021
1. Manage -> Virtual Events is now deprecated (all events can be found under Manage -> Events)2. New All Pending report is now available under Reports.
3. Clean and new In-person event report.
4. Buttons in the in-person and virtual reports have been updated.
5. Paddle numbers of bidders/pledgers show up in Recent Activity (Auctioneer + Producer mode) and the Audience Monitor.
6. Fixes and updates in All Donations reports
7. Misc. other fixes and improvements.
Released on: August 30th 2021
1. Added PDF download of Bid Sheet for offline silent auctions and online silent auctions. Check it out in manage/auctions, download Button on the right top. 2. Misc. other fixes and improvements.Released on: August 5th 2021
1. Manage -> Virtual Events is now deprecated (all events can be found under Manage -> Events)2. New All Pending report is now available under Reports.
3. Clean and new In-person event report.
4. Buttons in the in-person and virtual reports have been updated.
5. Paddle numbers of bidders/pledgers show up in Recent Activity (Auctioneer + Producer mode) and the Audience Monitor.
6. Fixes and updates in All Donations reports
7. Misc. other fixes and improvements.
Released on: May 13th 2021
1. Added support for description for each ticket item. If added for the item will show up for ticket buyers.Released on: May 4th 2021
1. Brand new virtual event user interface.2. Improved chat with link recognition.
3. Cleaner UI where the organization content pops.
4. Images in the full-color mode.
5. Completely rethought experience on the phone.
6. Separate Watch, Pledge, and Chat tabs with activity buttons so donors never miss a pledging or bidding opportunity.
7. Enter Watch Party mode, so the video turns off. Guests will watch videos on the TV or large screen. Bidding and chat will continue on their own device.
8. Added option to show Bid History and Top Bidder for Silent Auction.
Released on: April 7th 2021
1. New UX for Virtual Event management2. Support for Anonymous Donations during Virtual Events. Donors choose to remain anonymous at the time they join the event.
3. Anonymous Donations can be enabled or disabled from virtual event settings.
4. Support for explicit selection of time zone and duration of the virtual event.
5. Support for explicit selection of time zone and duration for ticketing campaign.
6. Clone Virtual Event to create a new one with all the same settings.
7. Misc. bug fixes and improvement throughout the platform.
Contact us
The response will go out to the main email on the account. If you want us to include some other email, please mention it in the message.
You can also use the chat button below to contact us.
You can also use the chat button below to contact us.
Payment
Payment is successful!!
Thanks!
You don't have any pending payments.
You account is in good standing! Thanks!
Connect to an Event
This will ensure ticketholders and guests will receive event join information
This action is irreversible!
It will add all current ticket holders and guests with a valid email as attendees to the selected Event and send them an email with the link to join.
It will also connect this ticketing campaign to the selected event, and all future ticket buyers will automatically receive event join information.
Generating Bid Sheet
Bid Sheet being created, depending upon number of items it might take few minutes.
Preview will open automatically when done
Virtual Events - deprecated
Please use "Manage -> Events" because "Manage -> Virtual Events" is decprecated and will be removed in the next releases.
Value of goods or services provided, If any!
If you provide any goods or service in exchange for donation you can add value of item here. It will be used when PayBee sends annual tax receipts and might also be included in the donation acknowledgement. Donor must generally reduce the amount of the contribution deduction by the fair market value of the goods and services provided by the organization. Goods or services include cash, property, services, benefits or privileges. However, there are some exceptions. Please read this document from IRS to learn more.
Should be set 0 for most donations.
You can mark entire campaign as non-deductible, un-check the "Qualify for tax deduction" on the previous screen.
ParishSoft Export Help
Documenation to understand export and import to ParishSoft
Before importing to ParishSoft
- Add ParishSoft OrganizationID to second column of the header row.
To add EnvelopeNum for donors
- Go to report/Donors from the left menu.
- Locate donor (sort it by ExternalId to see donors without EvelopeNum.)
- Scroll all the way to the right and click on the edit button.
- Add ExternalId (same as EnvelopeNum in ParishSoft).
- Contact us at contact@paybee.io if you would like to import all donors at once.
To add FundId to a campaign
CampaignInternalId set to a campaign is also ParishSoft FundId
- Go to the Campaigns from the side menu.
- Click on the green button to edit the campaign.
- Expand General Settings.
- Set the value in the last edit box, "Internal Id for the campaign."
- Click Save on the top to save the changes.
- Please do it for all the campaigns.
Filter donations for export
Exports all completed donation with positive amount, rows included in based on the filters selected
- Set date range from the top of the page.
- Set other filters from the "Report Filters".
- Click on "ParishSoft Export" to download the file.
Helpful ParishSoft links
Network For Good Export Help
Documenation to understand export and import to NetworkForGood
To add campaign name
CampaignInternalId set to a campaign used as campign field
- Go to the Campaigns from the side menu.
- Click on the green button to edit the campaign.
- Expand General Settings.
- Set the value in the last edit box, "Internal Id for the campaign."
- Click Save on the top to save the changes.
- Please do it for all the campaigns.
Filter donations for export
Exports all completed donation with positive amount, rows included in based on the filters selected
- Set date range from the top of the page.
- Set other filters from the "Report Filters".
- Click on "NETWORK FOR GOOD EXPORT" to download the file.
Refer PayBee
We will donate $50 to you when they signup. They get a $150 discount from the onboarding fee.
Clear
This button will clear the current campaign/option selection shown to the users. The campaign portion will be replaced with event information and sponsors. This is suitable when live stream carrying keynote speakers or general information about non-profit and cause.
Add More Images
Select Image
Automatically Start/Stop online bidding
you can either set start and end time after checking this box or auction will start in paused mode. You should be able to pause/resume online bidding from manage/auctions menu.