How does the cash drawer work? Does it combine totals at the end of the day?

You can choose a cash drawer for every checkout and then you can run transaction reports for each cash drawer.

Cash drawers are a way of tracking revenue and refunds by location. For example, if you have three adoption desks, each can be given its own "cash drawer".  This becomes extremely helpful when your end-of-day money count is off by $20.00 and you know exactly which desk was responsible for the discrepancy.

Does the texted checkout link expire or time out?

How do I re-send credit card checkouts that are in progress?

In your Shopping Cart Manager, you will see all the carts that are in progress or have been recently completed via Shelterpay. For carts that are in progress, you will see options to "Resend Checkout", "Edit", and "Delete". Resending the checkout will give you the opportunity to resend the link to the adopter's phone. Editing will invalidate the current cart and let you go back to edit what was originally in that cart. Deleting will remove the cart altogether.

How will I know when the adopter completes the checkout on their phone?

After sending the checkout to the adopter's phone, you will receive a green notification in your Shelterluv account once the adopter has completed the entire checkout process.

You can also manually check the status by hovering over the shopping cart icon in the top navigation bar and clicking "Shopping Cart Manager". The action link will say "Resend Checkout" until the transaction is complete.

How do I remove animals or items from my shopping cart?

Hover over the Shopping Cart icon on the top right of the menu bar in Shelterluv. You will see "Current Cart" and "Shopping Cart Manager" as your dropdown options.

• If you select "Current Cart", choose the red "X" icon to remove the item from your cart.
• If you select "Shopping Cart Manager", select the "Delete" option to remove the item from your cart.

Can I leave a shopping cart open or invoice a customer?

Currently, Shelterluv does not include a feature built specifically for keeping a running balance open in a shopping cart or invoicing a customer for services.

When building a transaction, the shopping cart will present you with a pop-up notice after roughly 10 minutes of inactivity and ask if you want to release the cart or keep working on it, however, these will time out if the transaction is not completed.

If you are utilizing our integrated credit card system, Shelterpay, any transaction link that is texted or emailed using the mobile checkout feature will not expire unless the shopping cart is deleted or edited.

One option we recommend for our customers who would like to keep track of an open balance on a person record would be to add an attribute to the person record called "Balance Due." Additionally, you can utilize a pop-up memo to include the total amount due in a memo on their record. Each time you receive a payment for an open balance, you can create a new transaction for the paid amount and adjust the amount due in the memo until the balance is paid, then you can remove the attribute.