Understanding Payment Intent

Payment Intent allows you to mark an item or donation within a cart as having the intent to be paid at a later date. This allows the supporter to make other purchases on the site without seeing this item or donation in their cart. When you receive payment or credit card information, you are able to update the payment intent on the item or donation and place it back in their cart for purchase. 

• Adding a Payment Intent 
• Updating a Payment Intent Note
• Removing a Payment Intent and Completing Purchase

Adding a Payment Intent

1. For this example, we will be adding a Payment Intent to a donation. This same process applies to any donation or item within a cart. 

First, we will open a supporter's cart with an unpaid donation. For this example, we will navigate to the 'Donations' tab.

2. Next, click the "Pay Cart" button to the right of the supporters name. 

3. This will open the supporter's cart, where you will be able to add a Payment Intent. Next, click "Add Payment Intent." 

4. After doing so, you will be able to add a Payment Intent Note. We suggest adding a note that includes the intended date of payment as well as the payment type. A few payment intent note examples can be found below. 

• Check delivery est 05/03
• Will pay at event
• Business card est 04/03

5. By clicking "Update," shown above, you are adding a Payment Intent with an affiliated note to this item. You will still be able to see this item within the user's cart, but it will not be included in their cart total. This allows you and the supporter to continue making purchases on the site. 

Updating a Payment Intent Note

1. First, locate and open the cart of the supporter who has an item with Payment Intent. 

2. Next, click into the Payment Intent  Note in blue. This is the note you or a team member wrote in when adding payment intent to this cart item. Please note that attendees cannot add Payment Intent without the help of an event administrator.

3. This will reopen the field where you can update the affiliated Payment Intent Note. Once complete, click "Update."

Removing a Payment Intent and Completing Purchase

1. Once the attendee is ready to pay or you have received payment, you can remove the Payment Intent. To do so, locate and click into the supporter's cart. 

2. Next, click "Update." 

3. Click "Remove Payment Intent" to add this item back to the supporter's cart and complete payment.

4. This will place the item back into the user cart for purchase. Click here for more information on how to check out an attendee's cart from the manager portal.