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New and Improved Campaign Management

Easy to use interface, auto save, drag and drop sorting of items & more. Bulk upload for auction items and images.

New: Share and copy campaign URL.

Create/Manage Campaigns
Recent donations
No donations yet.
Donor Email Campaign Type Status Date Amount
  • Organization Info
  • Change Password
  • Notifications
Opt out of annual Tax Receipt
Opt Out
Select Cover Image
Select Logo

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
  1. Transfers
  2. All Campaigns
Campaign Totals
Transfer By campaign
Date Campaign Proceed Donation Tax Fee Status
  1. Transfers
  2. 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

Daily Donation and Pledges


  • Activity by Day
  • Activity by Week
  • Activity by Month
  • Summary
  • Report Filters
  • Select Columns
Pledges
$0
Donations
$0
Card
$0

Bank Account
$0
Check
$0
Cash
$0

MTD YTD Last Month Last Year Custom
  Save Report
Apply Reset select All
No transaction match this criteria.
No PeerToPeer Campaigns present

Links:
Leaderboard COPY
Leaderboard Iframe COPY

No volunteers added yet
Name Email Raised Pledges Status Actions
No accounts added yet
Name Email Phone Role Status Action
  • Privacy Policy
  • Terms of Service
Name Email Phone Address ExternalId Amount Donations Last Action
No recurring donations yet.
Name Email Phone Address Campaign Option Frequency Amount PledgeAmount Type Status StartDate EndDate Info Detail
General Information
Select Event Image
Event Information
Live Stream Info
Stream Provider
Event Settings
Select campaign to be shown
Music
Lobby Music
Change
Reset
End Music
Change
Reset
Add Sponsors
Select Sponsor Image
Sponsor List (drag and drop to reorder)
Add Slides To Lobby
Select Slide Image
Lobby Slide List (drag and drop to reorder)
  • At A Glance
  • Attendees
  • Invitations

Total

Pending
Donated
Top Donors for
Close
Attendees
Add Attendee
Send Join Reminder to All
Send Pending Pledge Reminder to All

Confirmed:
Attended:
Chat History

No attendees yet.
Name Email Live Attended Cart Pending Donated Paddle Address Phone Info Payment Link Join Link
Invite More
Send reminder to all pending
Sent Opened Accepted Declined Bounced

No invitations yet.
Actions Name Email Updated Status Reminded
No Auction campaign with online bidding enabled.
Create one from Campaigns. Or edit existing Auction Campaign to see it here.

Status:
End Auction

No Ticketing campaign
  • Tickets
  • Guests
  • Tables
  • Invitations
Add Ticket
Send Ticket & Reminder to All Guests
Connect to a Virtual Event
Connected to:

No ticketing transactions yet.
Actions Name Email Option Count Guests CheckedIn Date
Checked In: 112/324

No guests added yet.
Add Tables
No Tables added yet.
Actions # Seats Assigned Category
Invite More
Remind to All Pending Invitees
Sent Opened Accepted Declined Bounced

No invitations yet.
Actions Name Email Option Count Guests Created Updated Status
All Campaigns/
No transactions yet.
Donor Email Phone Address Option Status Type Amount Tax Date Method
No transactions yet.
Donor Email Phone Address Option Status Amount Date Action
Volunteer Donor Amount Method Date Action
Donor Email Amount Date Status Reminder Company Actions
General Information
Select Event Image
Event Paddles
Table Assignment
Ticketing
Linked Ticketing Campaigns: None
  • Assign Paddle
  • Donor Lookup
  • Add Campaigns
  • Get Paddles PDF
Assign Paddle to all attendees

Add New Attendee
X
Select Table
Donor Lookup

Paddle Number:

()
Checkout URL

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

Attendees    

Donation Summary  
Show Open Carts by table  

Name Email PaddleNum TableNum Status Pending Donated CheckedIn Actions

Search Donor

X

Or

Create New User

Selected Donor


Or
Donor Street Address
Select User

Add Donation

Select Campaign
Select Option
Donation Type
Donation By
Add Donation

Done

Donation Recorded
Add Another

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
Show Detailed instructions

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

Choose file


Review Donation Data

Action Donor Amount Date Campaign/Option Type/Method Notify Memo
Add Donations

Donations successfully added!

image corp
Add Tickets
Add tickets.
Select Option
Ticket Count
Payment Method
Cancel Create Ticket
Send Invitations
Send Invitations for
Select Option
Cancel Invite

Send Invitations for

Upload Excel File

Header Row     : First row assumed to be header.
Columns Order: Full Name, Email

File Validation Result

Errors Found: 0
Valid Records: 0
Invite Manually

Add attendees to

Upload Excel File

Header Row     : First row assumed to be header.
Columns Order: Full Name, Email

File Validation Result

Errors Found: 0
Valid Records: 0
Add Manually

Upload Music File

Invitation Details

Ticket Details

Captain's view
Confirmed Guests Add Guests
Name Email Preference
Invitations Invite
Name Email 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.

Cancel

Edit Table

Table Number:

Assigned: Open:

Edit Guest Details

Manage Guest Tables

Captain Name Email Table Status
No guest added to this ticket
Add Guests

Session 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
Edit Donor Details:
Update donor details.
Cancel Update


Campaign Name

Frequency:

Start Date:

End Date:

Amount:

Total Pledged:

Status:

Donations

No donations yet.
Date Amount Status
Update Donation
Edit donation and attributes.
Select Campaign
Select Option
Cancel Update

Resolve Donation

Select User
Or
Donor Street Address
Select Campaign
Select Option
Donation Type
Donation By
Resolve

Add Guest Info

Type

Type a option and press enter to add. Click X to remove it.

Add

Assign Paddle
Assign Table
Select Table
Assign

Select Campaign
Select Option
Cancel
Add to Cart

Memo: [None]

Add More
# Campaign Option Date Amount AddedBy
Checkout
Send Reminder

Amount:

Donation Method
cancel
Submit
Select Campaign
Select Option
Cancel
Add to Cart
Add Tables
Add guest tables.
Add Tables
Add

Existing Tables:

# Seats Category Assigned Action

No Donations accepted yet.

Donor Email Option Status Amount Date Method Memo

Donation Detail

Memo

Check front
Check back
Login
Organization Log in to access PayBee Account

Forgot Password?

Don't have account Sign Up

Save Report

Add Volunteer
Add volunteers by email. They will get email with instructions to proceed. Volunteers get special prvilage in the PayBee app to accept donations, checkin etc.
Cancel Add
Add Account Admin
Add other users to administrate this account. They will get email with instructions.
Cancel Add

QR Code Preview

Download
QR Code Preview
Preview and download QR code.
  • Small
  • Medium
  • Large
Cancel DownLoad
Cancel DownLoad

Cancel DownLoad

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.
   

Payment

Total Amount Due:
Pending invoices
# Title Description Amount
Pay using card Pay using Bank Account
Payment is successful!!

Thanks!

You don't have any pending payments.

You account is in good standing! Thanks!

Got it

Sure Cancel
Send Reminder
Send reminder with checkin QR code to all ticketholders and their guests.
Cancel Send

Connect to a Virtual Event

This action is irreversible!
It will add all current ticket holders and guests with a valid email as attendees to the selected Virtual Event and send them an email with the link to join. It will also connect this ticketing campaign to the selected virtual event, and all future ticket buyers will automatically receive virtual event join information.
Connect

Open Carts

Donation Summary

Last Updated:

Total

Pledged
Pending
Donated
Top Donors for
Close

Yes
No

Yes
No
Copy Campaign
Copy to create new.
Cancel Copy
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
  • ParishSoft documentaion about file format.
  • Other ParishSoft general import help

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.