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| Id | Campaign | Date | Amount | Fee | Donation amount | Status |
|---|
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Summary Totals
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Campaign Breakdown
Transfers
| Date | Proceed | Fee | Donation | Refund | Adjustment | Status |
|---|
- Transfers
- Transfer Details
Transfer Details
Transfer Date
Proceed
Number of Donations
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| Donor Name | Campaign | Proceed | Donation | Date | Trans. Fee | PayBee Fee | Status |
|---|
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| Donor | Address | Campaign | Option | Status | Type | Recurring | Quantity | Amount | Fee | TransferDate | Date | Method | Info | InfoSelected | Memo | Volunteer | PeerToPeer | Actions |
|---|
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| Name | Raised | Pledges | Status | Actions |
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PayBee Help Center
We have documented all the features of PayBee here and how can it benefit you to streamline your fundraising. Feel free to reach out to us if you have something in mind and it is not covered here.
Getting started
Every thing you will need to know to get started
Dashboard
Create you first Campaign
Accept Donation
Use volunteers to accept donations
Manage Multiple Campaigns
More About Campaigns
PayBee supports multiple different type of campaigns to support you in various fundraising activities.
Donation Campaign
Long Pledge Campaign
Ticketing and Invitation
Peer-to-Peer
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Hindu Temple
Understand PayBee Dashboard features.
How to use each and every feature on PayBee's Dashboard
Account Settings
Reports
Select Campaign type
Long Pledge
This campaign type is suitable for situation where donors pledge big amounts to be donated over period of month in small installments.
Ticketing
This type of campaign is suitable for tickets for events etc. where limited number of tickets available. It keeps count of inventory and mark unavailable when sold out.
Peer to Peer fundraising
This type of campaign is suited for your most dedicated donors to collect donations from his or her friends.
Step 1: Campaign Info
Select Image
Error
Start Date
End Date
Select recurring options:
Select recurring options:
We will automatically collect Email/Name. Add any additional information to be collected.
Current List:
Add
Event Dates (Optional)
Start Time
End Time
Event Venue (Optional)
Step 2: Donation options
Add more
Start Donation Date
End Donation Date
| Name | Phone | Address | Amount | Donations | Last | Action |
|---|
No recurring donations yet:(
| Name | Phone | Address | Campaign | Option | Frequency | Amount | PledgeAmount | Type | Status | StartDate | EndDate | Info | Detail |
|---|
All Campaigns/Test Campaign
Start Date
End Date
Checked In:
No recurring donations yet:(
| Donor | Address | Option | Status | Type | Quantity | Amount | Fee | TransferDate | Date | Method | Info | InfoSelected | Memo | Volunteer | PeerToPeer |
|---|
| Volunteer | Donor | Amount | Method | Date | Action |
|---|
| Donor | Amount | Date | Status | Reminder | Company | Campaign | Option |
|---|
This is brand new offering from PayBee that helps you manage fundraising events, it includes:
- Managing event attendees.
- Generate bidder paddle with a unique QR code on it.
- Assign attendees paddle and track donations throughout event.
- Distributed donation cart to add various donations for easy checkout by volunteers using card check or cash.
- Self-checkout by donors by scanning QR code on the paddle.
Contact us at contact@paybee.io if you have to have a fundraising event and would like to learn more about it.
Add Attendee
X
Select Table
Contact if you have some other design in mind we might be able to generate one for you.
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 |
