š Overview
When a customer has bought a store item, you can action that order straight from the class attendance list while you check off your attendees, without navigating away to your Store. This lets you confirm payment and mark items as delivered in one flow as customers arrive.
This guide walks you through confirming store payments and marking items as delivered from a class attendance list.
š” You can also manage these orders from your Store and your To-Dos. See Managing store orders here.
š³ How to Confirm a Payment
If a customer has an outstanding store payment, you can confirm it from the attendance list as you check them in. Open the class attendance list, find the customer with the store order, and confirm their payment.
Click the arrow to learn more about confirming an open payment
Click the arrow to learn more about confirming an open payment
If the customer has an open store order and an outstanding cash payment, you'll also see a ā due payment tag as well.
If there is also an outstanding cash payment, you'll see the option to confirm the payment has been received too.
š” If the store order items have not been delivered but you have received payment, you can confirm the payment without completing the order.
In the next screen, you will be shown the details of the payment which you can edit, such as the payment amount and the confirmation date.
š” When confirming a payment taken through an offline processor, you can also change the item price and set the confirmation date of the payment.
Once you click on Confirm Payment, you will see a confirmation pop-up, which will also display the outstanding store order.
š¦ How to Mark an Item as Delivered
Once a customer has received their item, you can mark it as delivered from the same attendance list, so the order is completed without you leaving the class.
Click the arrow to learn more about marking an item as delivered
Click the arrow to learn more about marking an item as delivered
Open the class attendance list, find the customer, and click on the "ā Open Store Order" tag underneath their name.
Once you click on that, you'll be shown a pop-up displaying the open store order, and you can click on the "Deliver" button to mark the open store items as delivered.
Now you will see an additional pop-up, where you can tick the items which have been delivered.
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Once you mark the store items as Delivered, you will see one final confirmation pop-up.
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ā ļø Only cash payment orders need to be marked as paid. Orders paid through an online processor are confirmed automatically and only need to be marked as delivered.
ā Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Do I have to go to my Store to confirm a store order?
Click the arrow to see the answer
Click the arrow to see the answer
No. You can confirm payment and mark items as delivered directly from the class attendance list. You can also manage the same orders from your Store and your To-Dos if you prefer.
š” See Managing store orders here.
Can I change the item price when confirming the order?
Click the arrow to see the answer
Click the arrow to see the answer
Yes. When confirming a payment taken through an offline processor, you can change the item price as well as set the confirmation date of the payment.
Do card payments need to be confirmed from the attendance list?
Click the arrow to see the answer
Click the arrow to see the answer
No. Orders paid through an online processor are confirmed automatically, so they only need to be marked as delivered. Only cash payment orders need to be marked as paid.