When a bidder pays outside of the integrated payment system (for example, by cash, check, or using your own credit card terminal), you’ll need to record that payment manually in Auction Flex 360.
Step 1: Open the Settlement
In Auction Flex 360, go to the Settlement section.
Locate the bidder’s Settlement you want to apply the payment to.
Step 2: Add a Receipt
On the right-hand side of the Settlement screen, click the Add Receipt button.
Step 3: Select the Payment Method
From the Payment Method dropdown, choose the type of off-software payment, such as:
Cash
Check
Visa
Mastercard
American Express
Discover
Step 4: Enter Payment Details
Enter the amount paid (if it differs from the amount displayed).
Optionally, add notes for internal recordkeeping.
Example: “Paid at pickup with cashier’s check”
Step 5: Save the Payment
Click Save to finalize the entry.
The Settlement will update to reflect the reduced or fully paid balance.
Important Notes
Manual (off-software) payments do not trigger automatic receipts or online processing.
Always ensure your internal records match for reconciliation.
Use notes consistently to avoid confusion later—especially for disputes or refunds.