Campaign Totals
Transfer By campaign
| Date | Campaign | Proceed | Donation | Tax | Fee | Status |
|---|
Your subscription payment is due
You have new Invoice
New and Improved Campaign Management
Easy to use interface, auto save, drag and drop sorting of items & more.
New: Bulk upload for auction items and images.
Create/Manage Campaigns
Recent donations
No donations yet.
| Donor | Campaign | Type | Status | Date | Amount |
|---|
Opt out of 2020 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 | Detail |
|---|
Total
Pending
Donated
No attendees yet.
| Name | Live | Attended | Cart | Pending | Donated | Paddle | Address | Phone | Info | Donor Link |
|---|
| Sent | Opened | Accepted | Declined | Bounced |
|---|---|---|---|---|
No invitations yet.
| Actions | Name | Updated | Status | Reminded |
|---|
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
No ticketing transactions yet.
| Actions | Name | Option | Count | Guests | CheckedIn | Date |
|---|
Checked In: 112/324
No guests added yet.
No Tables added yet.
| Actions | # | Seats | Assigned | Category |
|---|
| Sent | Opened | Accepted | Declined | Bounced |
|---|---|---|---|---|
No invitations yet.
| Actions | Name | Option | Count | Guests | Created | Updated | Status |
|---|
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 |
|---|
For Printing, print it on letter size paper with scale set to 100%
For Printing, print it on letter size paper with scale set to 100% and pages per sheet of 4
| Name | PaddleNum | TableNum | Status | Pending | Donated | CheckedIn | Actions |
|---|
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!
Add Tickets
Select Option
Ticket Count
Send Invitations for
Add attendees to
Upload Music File
Invitation Details
Ticket Details
Confirmed Guests Add Guests
| Name | Preference |
|---|
Invitations Invite
| Name | Count | Status |
|---|
Invite Guests on Behalf of
Seats 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.
Edit Table
Table Number: 12
Assigned: 8 Open: 4
Edit Guest Details
Manage Guest Tables
| Captain | Name | Table | Status |
|---|
No guest added to this ticket
Add GuestsSession For
| # | 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
Memo: [None]
| # | Campaign | Option | Date | Amount | AddedBy |
|---|
Add Tables
Existing Tables:
| # | Seats | Category | Assigned | Action |
|---|
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
Save Report
Add Volunteer
Add Account User
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!
Add attendees to virtual Event
This action will add all ticket holders and guests with valid email as attendees to the selected Virtual Event and send them email with the link to join.
Only new attendees created will receive email, use reminder feature in Virtual event to send reminder to all attendees.
Open Carts
Cloning Campaign:
PDF Preview
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
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.