How to Use Items
With MonkeyPod, you have the option to track contributions, grants, and also earned revenue from the sales of items. Your first step in tracking earned revenue here is to set up the items you plan to sell.
How do I add items to my MonkeyPod?
To manage your items, go to My MonkeyPod then under MonkeyPod Setup choose Items. (You can also use the Keyboard Shortcut Alt+I. <—That's a capital i.)
All existing items are listed on the Items page.
Select Add an item to create a new item to sell. Fill out the relevant details in the form, select Save, and you're done.
Note that Items are for earned (that means non-contributed) income only!
How do I track when someone has purchased an item?
To record the sale of an item, choose Finance then under Income & Expenses select Record a Sale. You can also use the keyboard shortcut Alt+Shift+S.
When recording a sale, there are four areas to complete:
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!
When you're ready, click Save to save the transaction.
Frequently Asked Questions
How does this work with Stripe?
If you are selling earned income items through your website, you'll need to associate that item with the corresponding item in Stripe. If you haven't created an item in Stripe go ahead and select the Stripe icon to create a corresponding product in your Stripe account.
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