Spire Portal Post Event

803 views

Published on

How to process credit card sales after your fundraising event is over.

Published in: Economy & Finance
  • Be the first to comment

  • Be the first to like this

Spire Portal Post Event

  1. 1. Spire Portal <br />Introducing the Spire Portal, your gateway to a New World of event payment processing<br />Post-Event<br />
  2. 2. Spire Portal - <br />Event Pay-Reporting<br />Event Pay reporting provides comprehensive reports for your event.<br /><ul><li>Quick Pay Report provides a list of all guests who qualified for Quick Check Out.
  3. 3. Event Payment Report is a comprehensive list of all the payments received for the event.</li></li></ul><li>Spire Portal - <br />Post Event <br />After the smoke has cleared, and all the Quick Check Out sales have been entered, it’s time to reconcile the sales and get PAID!<br />
  4. 4. Spire Portal- <br />Post Event Credit Card Processing<br />Processing the sales for Quick Check Out guests requires only a few quick clicks of the mouse.<br /><ul><li> In order for your organization to utilize the Spire Quick Check Out feature, you must first generate a report in a csv or txt format within either your auction software or on a simple spreadsheet that contains two critical fields; bidder numbers and total sales amount for each bidder.
  5. 5. Bidder number.
  6. 6. Amount owed by bidder. </li></ul>Now you are ready to take the next step. <br />
  7. 7. Spire Portal - <br />Up-Loading Quick Check Out Sales<br />The following steps show how quick and easy it is to process Quick Check Out sales:<br />Test.txt<br /><ul><li> Click on the Upload link.
  8. 8. Click on the browse button.
  9. 9. Locate your csv or text file.
  10. 10. Click the “Submit” button.
  11. 11. The Spire Portal matches stored credit card data to the assigned bidder numbers and processes each sale.</li></ul>Processing transactions is quick, easy, and can be done after you have reconciled the event sales!<br />
  12. 12. Spire Portal - <br />Post Event Reporting <br />The Quick Pay Sales Report is a valuable tool for post event reconciliations. <br />The Quick Pay Sales Report details all authorized or non-authorized Quick Check Out transactions.<br /><ul><li> Amount of the sale.
  13. 13. Authorization code.</li></li></ul><li>Spire Portal - <br />Post Event Reporting<br />Final Detail Report is a compilation of all recorded sales for the event.<br />
  14. 14. Spire Portal - <br />Q & A for the Spire Portal<br />Q – Is the Spire Portal secure?<br />A- Yes, the Spire Portal is secure and compliant. All credit cards are stored on an offsite secured server maintained by eProcessing Network.<br />Q – Are there any credit card numbers stored or captured on the Spirenetbooks?<br />A – Absolutely not! We have designed the Spire Portal so that NO credit card data ever reside on the Spirenetbook(s) or any other hardware!<br />Q – How many of your systems will I need at our event?<br />A – We recommend 1 Spirenetbook, laptop, iPad, or PC for every 100 guests attending the event.<br />
  15. 15. Spire Portal <br />Q – Will we need to purchase any additional equipment to use the Spire Portal?<br />A- No, because the Spire Portal can be accessed anywhere there is an open WIFI connection there is no need to purchase any additional equipment. Spire Payment Solutions provides the necessary payment processing equipment complete with a pre-configured card reader and an internet /WIFI enabled netbook, 10 key, mouse, and all the necessary cables should you choose “Spire’s Complete Solution”.<br />Q – We have our own event management software, can we continue to use it?<br />A – If your software is capable of producing csv or txt formatted reports, the Spire Portal only requires two critical pieces of information; bidder numbers and total amount owed for each guest. If the answer is yes.… The Spire Portal is your Gateway!<br />
  16. 16. Spire Portal <br />Q – Do I have to connect the Spirenetbooksor other hardware together if I am using multiple units?<br />A – NO, The Spire Portal is a web based solution! You can have multiple Spire netbooks, PC’s, iPad’s, or laptops running simultaneously. Say good by to cabling hardware together forever! <br />Enter into the New World… Spire Portal… your gateway to event payment processing with Spire Payment Solutions!<br />
  17. 17. Spire Portal <br />Whether you are hosting a small event or a major gala, the Spire Portal is your gateway to a new world of event payment processing. <br />

×