How to use Items
MonkeyPod gives you the opportunity to track donations and grant funding, but it also tracks earned revenue from the sales of items.
How do I add items to my MonkeyPod?
You can keep track of your items by going to My MonkeyPod then under MonkeyPod Setup you will see Items. You can also use the Keyboard Shortcut Alt+I. <—That's a capital i
When you visit this section in your MonkeyPod, a list of your items will show up.
When you click on Add an item the form below will appear.
Now, all you have to do is add the item and call it a day!
!Reminder that Items are for earned (that means non-contributed) income only!
How do I track when someone has purchased an item?
When someone purchases an item from you, go to Finance then under Income & Expenses you will see Record a Sale. You can also use the Keyboard Shortcut Alt+Shift+S.
There you will see four areas to fill out about the transaction.
Sale Information
Here you can fill out specifics about the sale. What is the name of the person who purchased the item? What was the date of the purchase?
If you want to Process the Sale in MonkeyPod, simply click the green text that reads "Process this sale by credit card", as seen in the image above. This will bring up a form where you can enter the credit card information.
Items and Miscellaneous Services
What items did the person purchase? You can easily add more than one item to the bill and indicate the quantities of items purchased.
Miscellaneous Services are things that you don't normally offer as items that the customer purchased. For example, if you sell classes, but you have a one-time private lesson that isn't something you normally sell to people, that may qualify as a Miscellaneous Service.
Any additional accounting information
Want to assign the purchase a class? Want to apply a discount? You can do that here!
From here, all that is left is to save your transaction!
Frequently Asked Questions
- How does this work with Stripe?
- If you are selling earned income items through your website all you need to do is tie that item to your item in Stripe. If you haven't created an item in Stripe go ahead and click on the Stripe S to Create a corresponding product in your Stripe!
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