Shelterpay is built to make your checkout process easy, efficient, and paperless. Shelterpay's donation boost has generated more than $17+ million in donations directly to organizations like yours!
This article will walk you through how to utilize Shelterpay for more than just your adoptions so you can take advantage of all Shelterpay has to offer through its digital and donation features.
For a Shelterpay overview, please take a look at Shelterpay: What is Mobile Checkout?
Before you can complete transactions for your services or retail items, you will need to make sure you have the following items configured and set up correctly in your Shelterluv account:
|Connect your Stax account to Shelterluv|
|Configure your non-adoption shopping cart items|
|Define your departments, fund/GL codes, and cash drawers|
|Configure your checkout outcome form|
Items, services, and $0 transactions to process through Shelterpay
Any product or service you charge for or that you provide for free should be completed through Shelterpay! This could be services you provide to the public, such as microchips, vaccines, a free spay/neuter weekend event, behavior classes, and boarding.
Do you have a retail store? If so, you can easily add all your retail items to your non-adoption shopping cart list and process the transactions through Shelterpay.
Using Shelterpay to process your product and service transactions that you charge for or provide at no cost will significantly increase donations your organization can receive from your customers.
Use the Next button in the sections below to navigate!
Adding non-adoption items to your shopping cart
To begin, navigate to the appropriate person record in your Shelterluv account. Once you have the right person record, select the Purchases tab followed by the blue New Purchase button (or complete the service intake/outcome if they are paying for a service).
You will be presented with your non-adoption shopping cart items once you select the blue New Purchase button. Select the appropriate item(s) and then select the green Add to Cart button, followed by the grey Checkout button.
Clicking the grey Checkout button will take you to your shopping cart manager. From here, you can add additional items or text the checkout link to the customer.
Completing the Shelterpay checkout
Once you have all the needed items in your shopping cart, select the blue Continue with Payment button. Doing so will allow you to complete your configured checkout form more quickly.
Once you complete the checkout form, you can text the checkout to the customer by selecting the blue Text Link button.
Shelterluv also gives you multiple options to complete the Shelterpay checkout if the customer does not have a smartphone or wishes to use a different method. You can see each of those options in the screenshot below.
Once you select the appropriate option, the customer will be able to:
- Review the purchase
- Read and agree to Shelterluv's terms and conditions
- Give an optional one-time or monthly donation to your organization
- Opt in or out of the cover fees donation and submit payment details
Finalizing the transaction
Once the customer completes the checkout on their device, you will receive a green notification in your Shelterluv account. You will now have the Complete Transaction button in your shopping cart manager.
Click the Complete Transaction button. If the customer was generous enough to donate, you can code the donation's department and fund and add a donation memo if needed. Once you have completed this form, select the blue OK button and add a transaction memo if needed.
From here, you will see the document delivery form to either email or print the customer's receipt and any other documents associated with the transaction. Once you select the blue Complete button, the transaction will be completed and finalized in your Shelterluv and Stax account.