Store

• What is the difference between Delete and Archive for a Product in the Online Store, Cashier Store, or Registration Page?

  To make a Product unavailable, go to Store and select the icon Edit this Product to the right of the Product. You can uncheck the Online Store and/or Cashier Store box. The unchecking will remove it from the Store, but any direct links to the Product will stay active.

  Direct links to the Product are not deleted when you remove it from the Store by unchecking. Customers will still be able to buy the Product using the direct link if they have been given it.

  Products which have already been sold can not be deleted because they have an Accounting record associated with them.

  Alternatively, you can Archive the Product. Archiving will automatically remove the Product completely from the Online Store, the Cashier Store, and any Registration Page, as well as pulling it out of any Package, so that it can not be purchased anywhere.

• Is there a way to get a notification when there is a new transaction in the Store?

  Yes. You can set up an alert in Settings > Accounting Settings > Online Transaction Alerts. You can add a user there, so they will then receive an email each time an item is purchased.

• When I click Pay Credit in the Cashier Store it says payment cannot be processed try again later.

  This likely means that your credit card terminal is offline.

  • Try rebooting it.
  • Try changing Wifi networks.

• Can I rearrange the order of Products and Cashier Sections in my Store?

  You can rearrange the Products by navigating to Store > Rearrange Products and putting them in the order you would like them to appear.

  You can rearrange Sections by navigating to Store > Rearrange Cashier Sections.

• Can I set up a test Store to sell memberships during the Free Trial period?

  No. You can not accept credit cards online during the trial period, so no items can be sold on the Free Trial. You can view the Store's appearance in Webmaster, then select the Store Page from the display of web pages.

• Is there a way to pre-order concessions?

  There is not a pre-order for concessions other than selling the items in your Online Store prior to offering them at the event in your Cashier Store.

• Where is the Payment Plan feature?

  You will create your Product in the Store, you can add Payment Plan as an option to the Product.

  Go to Store > Add Items > Add a Product and work through the wizard. On the fifth page you will be able to select and design a Payment Plan.

• How do I set up Payment Plan?

  To set up a Payment Plan:

  • Navigate to Store > Add Items.
  • Create your Product and complete the screens in the wizard.
  • On the fifth screen, select your Payment Plan option.

  When the buyer purchases this Product in the Store, they will have the option to Pay in Full or use the Payment Plan you designed.

• Can we print packing receipts from the Store?

  We suggest using the Transaction Receipts as packing receipts. You can find them in Store > Transactions, then click on the specific transaction and select the Download PDF icon so you can print it.

• How do we set up a Store item to pay a Membership in installments?

  To set up a Store item to pay installments:

  • Navigate to Store > Add Item > Add Membership.
  • Create your Product.
  • Under Payment Plan, select either a Fixed Monthly Payment or Date Specific Payment.

• If a Pay Later fee is paid via check rather than using the Online Store, how is that entered in Accounting?

  Navigate to Accounting > + New Transaction and from the Transaction Type dropdown menu select Accounts Receivable Payment. Select the invoice, enter the amount, and click Save.

• We are trying to add a Membership to the Store, but why will it not go live?

  When a Membership—a specific, special type of item in the BoosterHub platform—is sold, it creates a login to join BoosterHub and brings the person into your People database as a Member. Because of this special connection to People, it can only be sold on a Registration Page, not through the Store.

  However, if you do not want the membership to create a login, then you can make it a Product in the Store and simply label it as “Membership.” 

   

• Can members upload forms to BoosterHub?

  Yes, your members/parents can upload forms to BoosterHub. There are two ways to do this. 

  • First, forms can be uploaded directly. In the web version of BoosterHub, Admins can go to File Manager > + Upload File > Select File > Upload. You can make a file or folder viewable by Admins Only, Admins & Members, or Public by clicking on the three dots at the far right of the row of the file name. If you are looking for them to upload health forms or other sensitive documents, you can have your members upload files, then an Admin can put them in a folder viewable by Admins Only. On the app version of BoosterHub, your members will go to Dashboard > Files and then click the big, blue + icon on the lower navigation menu. They will then select either Upload File or Upload Photo, choose a file, and select Open.
  • Second, you can have a Store item that is simply a forms upload vehicle. Create a folder in your file vault and set it to Admins Only. Then in the Store, create a Product and use the Add-ons feature to create the upload portal by selecting Buyer uploads a file from the Type dropdown menu. You can either include the upload with another product (such as tying it to club fees), or it can be a stand alone product set to a price of $0, like this one: https://bh.boosterhub.com/store/1870/11956

  You will then have a folder for your club's forms accessible by Admins even from the app. 

• Where do you create different sections of the Store?

  To create section on the Online Store, navigate to Webmaster, then select from the display of website pages the Store page. There is a tiny, blue plus + button halfway down the page on the right. You can click that to add sections.

• How do I void a Pay Later invoice?

  To undo or void a Pay Later invoice:

  • Navigate to Store > Transactions.
  • Click on the transaction you wish to void.
  • Click on the red Refund Transaction button at the top left of the receipt. If the payment was not yet made, it will be Void. If it was paid, a Refund will be made.

• I do not see the refund button.

  Go to Store > Transactions and click on the particular receipt you wish to refund. When the receipt appears, you will see the Refund Transaction button. It is the red button at upper left of the receipt. It will not show if you access the receipt through the Accounting tab in People.

• Do I need to unplug the swipe device to access the keyboard on my Apple device?

  Yes, the swipe devices does have to be unplugged to access the keyboard on your phone or iPad. This is a limitation on Apple devices.

• What if Cash Tally Sheets are Pending during reconciliation?

  If Cash Tally Sheets are Pending, it means they haven't been deposited yet.

  • Go to Accounting > New Transaction.
  • From the dropdown menu select Deposit - Match From Pending.
  • Select the date, the account, and deposit each one.
  • They will now show in the Reconcile.

• Can I adjust Accounts Receivable if a parent made 3 of 4 payments using the Payment Plan option, but wants to pay the last payment in cash?

  Yes. You have to adjust the Accounts Receivable manually.

  • First, stop the Payment Plan. Go to Store > Transactions, click on the transaction, then select Stop at the top.
  • Then, under Accounting > Transaction Type, you can use the Journal Entry (Transfer) to make the adjustment.

• How can I add items or products to the Store?

  • Go to Store on the lefthand navigation bar.
  • Click one the blue button titled Add Items.

   If you do not see that button, your club Admin has not given you permissions to access Store functions yet. Ask your Admin to go to Settings > Admin Settings to add your name as an Admin and set your Store permissions to Full.

• Why am I redirected to the payment details page when trying to make a purchase?

  Try refreshing the page in your browser window after updating your payment information. If the issue persists, contact customer support for further assistance via our Contact Us form.

• When parents/donors make online donations, is there a way for them to choose what event/account it is for?

  Only the Administrator can set the account that the sale of an item will be posted to in the Accounting system. You could make an Option with a list of Events, or a list of Accounts, for them to choose from when they make the payment, but the automated account would still be set by the Admin.

• How do I manually adjust the accounts if a parent on a Payment Plan made 1 of 4 payments and is not going to make any more?

  Under Accounting > Transaction Type, you can use the Journal Entry (Transfer) to adjust the appropriate accounts. In this case, you likely will be reducing the Income and Accounts Receivable accounts.

• What if my purchase is not completing even after updating payment information?

  Please double-check the payment information you entered and try again. Sometimes, the card details might not go through due to a typo or other error. You may also need to re-click the re-captcha.

• Is there a way to track online and cash/check payments for multiple events?

  Yes, you can track cash, check, and online payments by Product and by Event. The Inventory Report and Sales Report in the Store will give you detailed purchaser information.

• Can I use the routing and account numbers for an ACH transaction if the credit card payment doesn't go through?

  Yes, you can use the routing and account numbers for an ACH transaction. Once you add that information, you will re-run the transaction.

• Can I schedule invoice installments on specific dates and for specific amounts?

  For any Product in your Store, you can create a Payment Plan that will allow users to make an initial payment, then the remaining payments over time automatically. Go to Store > Add Items > Add a Product. As you work through the several set up screens, you will have two options for setting a Payment Plan:

  • Fixed Monthly Payment, with an amount for the first payment and then the number of months over which the balance should be paid.
  • Date Specific Payment, with an amount you set for the first payment, and then amounts on the remainder of the dates are auto-calculated.
  • Click Next, then Save the Product in the Store.  

  When the user goes to the website and chooses the item in the Store, they will have the option to either Pay in Full or to select the Payment Plan. If they select the Payment Plan, it will show them the amounts and dates, and they will click Add to Cart. When they check out, they will enter in their payment information, see the payment plan, agree to automated billing, and place their order. This will collect the initial payment and transaction fees, as well as any sales taxes due. The future payments will be automatically billed to the user on the specific dates.

  Keep track of the payments due in Payment Plans by going to Accounting > Reports and selecting Accounts Receivable Report from the dropdown menu. You can see payments made and payments due for each product, and if you need to stop a payment plan, you can click the Refund Transaction button. It will cancel the Payment Plan and refund the payments that have been made.  

• Does the BoosterHub point-of-sale system accept Paypal, Venmo, Square, or Gofundme?

  No, the BoosterHub platform has an integrated credit card system and is not compatible with other platforms such as PayPal, Venmo, Square, or GoFundMe.

• Does the member get a notification when their next payment is due in their Payment Plan?

  Yes, they will get a notification when the next payment bills. If the payment method on file fails, they will also get a notification.

• Is it possible to make Memberships a recurring payment?

  Yes, you can set the Membership up on a Payment Plan and design when the recurring dates will be. For example, you could make the recurring date August 1 each year, and set it for a time limit such as four years.

• Can parents see the amount they have pledged/paid, and how much is still due?

  Yes, parents can see all payments that have been made on any Payment Plan or Pay Later invoice.

  • To view on the app, go to Tools > Accounting.
  • To view on the web, go to People, select the name, and scroll down to the bottom to find the Accounting tab.

• Will the report for the sales of a specific product tie to my income statement categories/account?

  Yes, the Inventory Report is a great tool for this. Navigate to Store > Inventory Report.

• What happens when I make a Journal Entry to remove money from the Cashbox?

  The amount in the Cashbox will be reduced and the other Asset Account should be increased to show the transfer.

• Where can I find the ACH batch report?

  Navigate to Accounting > Reports > Credit Card/ACH Batch Report.

• How can I let everyone know it is time to pay their student fees?

  We recommend using the communication tools (Email, Chat, Announcements) advising it is time to pay. You can also use the Pay Later feature to send invoices out to your members.

• Does BoosterHub send out statements to parents on what they have donated (monthly and year end)?

  It does not send out statements. Members can view all their transactions in the app under Tools > Accounting. You can send out invoices via the Pay Later feature. We also have an automated Payment Plan that is the best option for collecting due and fees.

• Do I need to edit the entries in the general ledger journal related to Credit Card Undeposit Funds?

  The recording of the transfer of funds from Credit Card Undeposited Funds to your bank account is automated. If you notice funds that do not move after more than 3 business days, please let us know via the Contact Us form, and one of our team members can assist.

• How can I see if my Payment Plan scheduled payment has been posted?

  You can view your payments in the app under Tools > Accounting.

   

• Can I order the new credit card terminal if I already have the old one?

  Yes, you can order the new terminal even if you already have the old one. Any combination of credit card terminals can be used. Navigate to Settings > BoosterHub Settings > Purchase a Credit Card Terminal.

• How do I run an Inventory Report?

  Navigate to Store > Inventory Report. If you can't see that screen, you might not have Accounting permissions in Admin Settings.

• Do the contactless credit card terminals for our concession stand require WiFi?

  Yes. The contactless P5 credit card terminals need WiFi. The connection can be from a hot-spot, phone, or other WiFi, but it cannot require a guest login screen. The P5 terminals also can use activated SIM cards for connection.

• Are credit card terminals available for events, concessions, and other point-of-sale transactions?

  We have two POS credit card terminals available. Go to Settings > BoosterHub Settings, and scroll down to Purchase a Credit Card Terminal.

  • P5 Contactless terminal, available for $295. This is a high-volume, contactless terminal that accepts Apple Pay, Google Pay, chip, tap, and swipe. The P5 can be used with both the Web and the App version of the Cashier screen and works with computers, phones, or tablets. It needs a WiFi connection from a hot-spot, phone, or other WiFi, but it cannot require a guest login screen. The P5 terminals also can use activated SIM cards for connection.
  • Standard swipe device, available for $50. This device must be used with the BoosterHub App on a mobile device, connected to the internet. It allows only for the swiping of credit cards. It is great for use at low-volume events or for back-up for your high-volume events.

   Multiple terminals and/or swipe devices can be purchased, in any combination of the two.

   

• Is there a feature to Pay Later for Products?

  Yes. You can enable the Pay Later option.

  • Go to Store > Products.
  • Click Edit at the far right of the specific Product.
  • Scroll down to find and select ON the Enable Pay Later toggle.

  This allows users to "buy" the Product and pay at a later time. This is ideal for purchasers who want to pay by cash or check.

• How do I set up the credit card terminal?

  • To set up the P5 Contactless terminal, view this video.
  • To set up the simple Swipe device, plug the swipe into your phone or iPad, open the BoosterHub App and select Tools > Cashier. You can then swipe a card once you select Pay Credit.

  A club Admin must give Cashier permissions to a Member for them to access this tool by first making them an Admin and then adjusting their permissions found in Settings > Admin Settings.

• Where can I see credit card transactions?

  You can find all the transactions from your Store by navigating to Store > Transactions. The Inventory Report shows the sales by item. The Sales Report shows the sales by day. In Accounting > Reports, in the dropdown menu, the Credit Card/ACH Batch Report shows the deposits into your account.

• Can the club have the customer/donor pay the credit card transaction fees?

  In both the Online Store and Cashier Store we offer an optional setting that will charge the credit card/ACH transaction fees or processing fees to the purchaser. The club will collect the fees at time of sale and pay them at the end of the month.

  BoosterHub gives you the flexibility to choose who covers the credit card fees and ACH fees. You can choose whether it's your club or your customers. Simply toggle this preference on or off in Settings according to your needs.

  • Navigate to Settings.
  • Then select Admin Settings.
  • Scroll down to the section that addresses the Store.
  • Toggle ON (blue) to Collect Credit Card/ACH Fees From Customers/Donors.*
  • Toggle OFF (gray) to have the club pay these fees.

  *If you select that you want your customers/donors to pay the fees, then 3% + $.15 for credit card and 1.25% + $.50 for ACH is collected from the donor at time of sale. This slightly higher rate covers potential refund charges for your club and ensures your club receives the full base product price, given the charged price to the customer now includes the fees.

• Does canceling an invoice also credit the credit card on file? We do not want to have to reprocess payment.

  Cancelling or stopping payments does not refund the credit card on file. Go to Store > Transactions, then click on the specific receipt. Select the red Refund button at the upper left of the receipt.

• How do I refund a credit card charge?

  To refund a credit card charge:

  • Go to Store > Transactions.
  • Click on the transaction you wish to refund.
  • In the upper left of the receipt, click the red button labeled Refund Transaction.
  • Once refunded, this action cannot be undone.

• Which do I need for the Cashier functions, a laptop, tablet, or phone?

  If you are using the P5 credit card terminal, the Cashier screen can be used with either a laptop or mobile device.

  • Go to Tools > Cashier if using a mobile device with the app.
  • Go to Store > Cashier if using a laptop running the web version of BoosterHub.

  If you are using the simple credit card swiper device (not the P5), it must be used with a phone or tablet running the BoosterHub app. Download the app from the Apple or Google stores.

  • Go to Tools > Cashier.

• Does the phone running the Cashier screen through the BoosterHub app communicate with the P5 via Bluetooth?

  No. They communicate via the internet and both require an internet connection.

• Can I give a receipt for an item that was purchased from us?

  Navigate to Store > Transactions and click on the specific receipt. In the upper right corner there are buttons to either Send Transaction Receipt or Download PDF.

• What if the swipe device is not being recognized by my phone?

  The swipe device must be used in conjunction with the BoosterHub App and you must have Cashier privileges from your Admin.

  On your phone or tablet with the BoosterHub app, navigate to Tools > Cashier and select Swipe under Select Terminal ID.

• Can our customers use Apple Pay and Google Pay?

  Apple Pay, Google Pay, tap, chip, and swipe can be used on the P5 point-of-sale terminal for your Cashier Store available for purchase by going to Settings > BoosterHub Settings > Purchase a Credit Card Terminal.

• How can I troubleshoot issues with connecting my credit card terminal, such as network failure?

  • Reboot the device.
  • Confirm the network password and settings are correct.
  • Confirm you have selected the correct Terminal ID or swipe under Store > Cashier.
  • Training video 4.9 explains the operation of the P5 terminal.

• How do we activate the Donate Now button?

  The Donate Now button links to your Store, which you will need to publish for the link to work.

  • Go to Store > Pages.
  • Scroll down the display of Pages and click the Page for your Store.
  • Click the Save and Publish button at the top right of the screen.

• Where is the Terminal ID when I try to connect the credit card device?

  • You can find the Terminal ID on the back of the P5 credit card terminal.
  • All simple swipe devices will use "Swipe" as their Terminal ID.

• What types of payment methods are accepted?

  BoosterHub accepts all credit cards and ACH payments. Apple Pay and Google Pay can be accepted with the P5 terminal.

• What if the P5 terminal or the verifone e285 terminal won't connect to the wifi, or says waiting for proxy connection?

  • Attempt to reconnect to the Wifi or a different Wifi.
  • Reboot the terminal.
  • Note that School Wifi's are notoriously difficult. You may want to use a hot spot.

• What if the credit card terminal is stuck and won't process transactions?

  Reboot the terminal. You may want to disconnect the battery on the back and reinstall it.

• What if the Wifi is not showing in the list of options on the credit card terminal?

  • Try turning the Wifi off and then back on.
  • If that doesn't work, reboot the terminal.

• Can we add Membership levels for sale in the Store?

  Yes. First, you will need to decide if you want their purchase of a Membership to give them a log in to BoosterHub as a Member.

  • If yes, then you want to create a Registration Page within which they will purchase a Membership and automatically be sent a Welcome invite with a link to join.
  • If no, then you can make a Product in the Store and label it as “Membership.” You could sell different levels of membership with differently labeled Products.

• Can we sell sponsorships?

  Yes. Sponsorships can be set up as Products (or also as Packages) in the Store. Navigate to Store > Add Items > Add a Product. The general public can then purchase this Product without needing to sign in to a BoosterHub account or be a Member of your club. 

• Can we sell Tickets created with BoosterSTUB in both our Online Store and in our Cashier Store / Concession Stand?

  QR Code Tickets can only be sold in the Online Store.

  You can sell Tickets in advance of your event. You can also sell tickets at your event by creating a physical sign with the QR code visible to attendees as they approach your check-in station. Attendees can use their phones to scan the QR code and purchase Tickets in your Online Store.

• Is there a way to acknowledge that a Store order as been fulfilled?

  Yes. In Store > Inventory Report you can mark an item as fulfilled under Action at far right of the item.

• We are unable to swipe credit cards. Why are we getting a Cashbox Error?

  In the screen where you select the Terminal ID, you will also need to select a Cashbox. If you are getting the error, a Cashbox was not selected. Close the screen and re-open and you can select the Cashbox.

  If you have not yet set up a Cashbox, navigate to: Accounting > Chart of Accounts > +Account. Under Account Type select Asset - Cashbox.

• Can I use the Cashier screen for an in-person BoosterBucks donation?

  No. BoosterBucks cannot be used with the Cashier screen. BoosterBucks can only receive fundraising donations online. However, you could make a physical sign with a QR code directing donors to the main donation page of your BoosterBucks fundraiser.

• I tried to refund a payment, but it says you can't refund items past 180 days.

  Payments that are older than 180 days old must be refunded manually through cash or check. They are not able to be refunded in the system.

• Did my donation go through?

  You will receive a receipt in your email confirming your donation. If you do not receive it, please let us know.

• Is BoosterStub the only way to create a Ticket? Also, for purchaser information, can we add custom fields, such as the Student's name?

  BoosterStub, through Store > Add Items > Add a Ticket, is the only way to create Tickets in BoosterHub.

  To collect additional information when selling a Ticket, use Add-ons when you create the Ticket, and ask for the required information in the fields there.

• How long does it take for a Refund for a transaction to show up?

  A Refund will typically show up the next business day. If it was completed after 9 pm in the evening, it may take two business days to process.

• How does the swipe device connect to a smartphone?

  The swipe device connects to your phone or tablet through the charging port via USB-C, Lightning, or Micro-USB. All adapters are included in the box when you purchase a swipe device from BoosterHub.

• What is the cost for credit card fees and ACH fees for transactions?

  USIO handles credit card processing for BoosterHub. The USIO transaction/processing fees are as follows:

  • Credit Cards (online and in-person concession stand): 2.79% + $.15 per transaction
  • ACH (online only): 1% + $.50 per transaction

  BoosterHub gives you the flexibility to choose who covers the credit card fees and ACH fees (sometimes called transaction fees or processing fees). You can choose whether it's your club or your customers. Simply toggle this preference on or off in Settings according to your needs.

  • Navigate to Settings.
  • Then select Admin Settings.
  • Scroll down to the section that addresses the Store.
  • Toggle ON (blue) to Collect Credit Card/ACH Fees From Customers/Donors.*
  • Toggle OFF (gray) to have the club pay these fees.

  *If you choose for your customers/donors to pay the fees, then 3% + $.15 for credit card and 1.25% + $.50 for ACH is collected from the donor at time of sale. This slightly higher rate covers potential refund charges for your club, the goal being that your club receives the full base price of the Product you are selling, given that the price charged to the customer must now also include the fees.

• Can I edit a Product after placing an order, for example wrong size or color?

  Unfortunately, you can't change anything from an order after it has been placed. However, you can either make the change internally, or you can Refund the order and send the purchaser a link to the proper item.

• If I Refund a Pay Later item that they never paid for, does this mess up inventory?

  To void a Pay Later invoice:

  • Navigate to Store > Transactions.
  • Click on the transaction you wish to void.
  • Click on the red Refund Transaction button at the top left of the receipt. If the payment was not made, it will be Void and automatically reflected accurately in the Inventory Report and Accounting. If it was paid, a Refund will be made.

• Can we have a Store that does not accept credit cards? Can we use it only with Booster Credits earned through fundraising?

  Unfortunately, you will not have the abilty to turn off credit card acceptance. We recommend putting in the description, “Do not purchase with a credit card; use Booster Credits only.” You can also make a section in your Online Store titled “Purchase with Booster Credits Only.”

• How can Booster Credits be applied to a payment for dues/student fees/fair share?

  To set up the Booster Credit feature, navigate to Settings > Admin Settings, then scroll down to the Store section. Toggle ON (turn blue) the feature to Enable Booster Credits. Click Save toward the upper right of that section.

  Add your Booster Credits in Accounting > + New Transactions, and on the dropdown menu under Transaction Type select Booster Credit. There you can select the member under Add User and add the amount. Click Save and now this member has the Booster Credits applied to their account. The user's credits can be seen on the web version of BoosterHub by selecting People, then choose the person's name, then scroll to the bottom of their page to select the Booster Credits tab.  

  To set up a Product, such as student fees, that can be “paid for” with Booster Credits, navigate to Store, select the Product that you want to make available through Booster Credits, then scroll down in that Product and toggle ON Enable Booster Credits. This means that at checkout, the user will have the option to pay for the item with Booster Credits.  

  When the user goes to your booster club's website and Store, they will select the item and add it to their cart. When they go to checkout, they can check the box to Apply Booster Credit.    

• Why does it say Donation on the receipt?

  If you submit a transaction via Accounting and do not use the Store to assign merchandise, the receipt defaults to Donation. If you want it to identify a specific item, you will want to put that item in your Store, use the Pay Later function, and receive the payment in Accounting > New Transaction > Accounts Receivable Payment.

• How can I find out the Cost of a Product?

  The Cost of a Product is entered when you create the Product as an item to be sold in your Store. This is tracked for Accounting purposes. The Cost is what the booster club paid for the item to stock it in the Online Store or Cashier Store. For example, if the booster club paid $5 to put a T-shirt in stock in the Store, and then wants to sell it to customers for $10, the Cost is $5 and the Price is $10.

• When you purchase a Membership, are you required to buy all the items that are included?

  When a Membership is created in the Store, items can be included with it, and/or it can have Add-ons, which are optional.

• Can I add Category Tags when creating student fees in the Store?

  Category Tags can be added to any Products in the Store, including fees, either when you edit or create them. Go to Store > Products and click on the Product itself to edit. Category Tags are not only useful for various Accounting purposes, but are also useful when arranging items in Webmaster for your Store.

• How do I remove the Pay Later option from an item in my Online Store?

  Go to Store > Products, then click on the Product you wish to edit. Scroll down and toggle OFF Enable Pay Later.

• How can I change the form of payment for an existing Payment Plan?

  Use the Update Payment link sent in the reminder emails.

• If families use the Store to pay fair share/band fees, how much is the processing fee?

  USIO handles credit card processing for BoosterHub. The USIO transaction/processing fees are as follows:

  • Credit Cards (online and in-person concession stand): 2.79% + $.15 per transaction
  • ACH (online only): 1% + $.50 per transaction

  These fees apply to any item in your Online Store and Cashier Store.

  BoosterHub gives you the flexibility to choose who covers the credit card fees and ACH fees (sometimes called transaction fees or processing fees). You can choose whether it's your club or your customers. Simply toggle this preference ON or OFF in Settings according to your needs.

  • Navigate to Settings > Admin Settings.
  • Scroll down to the section that addresses the Store.
  • Toggle ON (blue) to Collect Credit Card/ACH Fees From Customers/Donors.*
  • Toggle OFF (gray) to have the club pay these fees.
    *If you choose for your customers/donors to pay the fees, then 3% + $.15 for credit card and 1.25% + $.50 for ACH is collected from the donor at time of sale. This slightly higher rate covers potential refund charges for your club, the goal being that your club receives the full base price of the Product you are selling, given that the price charged to the customer must now also include the fees.

• How can I delete an order?

  You can refund the transaction:

  • Navigate to Store > Transactions.
  • Click on the specific transaction.
  • Select the red Refund Transaction icon at upper left.

• How can I view my previous transactions?

  Navigate either via Accounting > Reports > Store Transactions, or via Store > Transactions, then select a date range or use the search box.

• How do I cancel an automatic payment Payment Plan for a student no longer in the program?

  To void a Pay Later or a Payment Plan invoice:

  • Navigate to Store > Transactions.
  • Click on the transaction you wish to void.
  • Click on the red Refund Transaction button at the top left of the receipt. If the payment was not yet made, it will be Void. If it was paid, a Refund will be made.

   

  
   

• I created an item in my Store for "Senior Dues," and I enabled the Pay Later option. How do I create an invoice to send to a particular Tag?

  • Creating the Product in the Store is the first step, by going to Store > Add Item > Add a Product (make sure not to use Add a Membership for this purpose).
  • Next, navigate to Accounting.
  • Click the blue Pay Later button. This takes you to the Accounting Store, which has the sole purpose of showing all of the Products for which Pay Later is enabled (reminder to not confuse the Accounting Store with your Online Store and Cashier Store).
  • Click on “Senior Dues.”
  • For Payment Option choose Pay Later.
  • Select Add to Cart. From there you can go to the cart and choose the Tags you would like to invoice. You can also add an optional note.

• Is there a limit to the number of Options for an item in the Store?

  There is not a limit to the number of Options in the Store. However, we do recommend that if you have an abundance of Options, you may want to consider making separate Products to make it less confusing for the purchasers.

• Which tablet do you recommend for managing Store operations?

  Any Android tablet or iPad that has Wi-fi capability can be used to operate the Cashier Store.  You may want to avoid devices that are more than five years old, due to browser incompatability. 

• What if I selected an item in the Store, but cannot proceed to the next screen or exit?

  It is likely that the Product requires you to specify an additional Option, or you have not completed all the fields.  

• What if the Online Store is not working?

  If you are trying to checkout and the Store is not responding, please Contact Us through the Help Center.

• What if there is a discrepancy between my beginning balance and my Cash Tally Sheet?

  If your beginning balance does not match your Cash Tally Sheet, you may want to review what happened to the funds. If it is a loss or a gain, the Cash Tally Sheet with self-adjust and enter the difference in the Expense account Cash Tally Over/Under.

• How do I adjust inventory to reflect an item given as payment for services rendered?

  Navigate to the Store and select the item. Scroll down to update the inventory Quantity and click Save.  If you would like to log it as a sale for Accounting purposes, consider changing the price to $0 and then purchasing the item.  

• How do I edit the Cost to us of a Product, if we realize it is different than planned?

  Navigate to Store and select the Product. Scroll down to Cost and edit. Note that the Cost is not currently used for any calculations other than to show it on the Inventory Report.

  For Products with sizes, scroll down to just below the Size Picker button. There you will see boxes to enter Quantity and Cost of each size Product.

• We created a Product in the Cashier Store but set the account to Merchandise instead of the correct Concessions - Income. I corrected the Product settings, but how to correct the accounting for items already sold, still in the wrong account?

  Previous transactions can not be updated. However, navigate to Accounting > New Transaction, and from the Transaction Type dropdown menu select Journal Entry (Transfer). You can Debit and Credit the income from Merchandise to Concessions - Income as necessary to correct your accounts.

• Can Products be purchased with check/cash? How are check/cash payments entered in Accounting? How do I make a receipt?

  Yes, Products in your Store can be purchased with cash/check.

  You can record cash/check payments that are applied to Pay Later transactions in two ways:

  • Navigate to Accounting > Pay Later button. Add the item and send an invoice. You can then go to + New Transaction > Accounts Receivable Payment and receive the payment. This is best if you need to track the inventory of a Product sold.
  • Or, navigate to Accounting > + New Transaction. You can then record the deposit in the appropriate Income account.

  You can also record cash/check payments for a Product in your Store and generate a receipt for the customer/donor:

  • Go to Accounting > New Transaction.
  • Under the dropdown menu for Transaction Type, select Deposit.
  • Under the dropdown menu for Account, select the Income account you want it in, and complete the details of the cash/check transaction and Save.
  • Once it is in your system, you can go to Store > Transactions.
  • Click on the specific transaction you want.
  • In the upper right of the transaction you can either Download PDF or Send Transaction Receipt.

• How is a $0 "zero dollar Product" used in the Store?

  There are several ways the Store can be used for purposes other than to actually sell items. By going to Store > Add Items > Add a Product and setting the price of the Product to $0, you can create a way to:

  • RSVP for an event that requires a meal preference.
  • Have a specific group fill out a form.
  • Register for a camp, where the purchaser does not need to be a member of BoosterHub.
  • Collect specific data from a purchaser when a Registration is not required by using the Add-on feature. (You do not want to have multiple Registration Pages to collect user information because each new page a user fills out will delete their old information.)

  Using a zero dollar Product means that when a customer “purchases” the Product, you can track inventory, run reports, or use any of the other Store reporting. It also means that you can share the Store link for that Product anywhere outside of BoosterHub.

  To create a zero dollar Product,

  • Add the Product to your Online Store.
  • Navigate to Webmaster, then to the Store Page, then click on your Product.
  • Copy Shareable Link from the icon in upper right.
  • Uncheck the item from your Online Store.
  • Create a new page in Webmaster.
  • Select the Type “Link to External Page.”
  • Enter the Product link you copied.
  • Save and Publish.

   

• How do I create a QR code for a Store Product?

  To create a QR code directly to a Product in your Store:

  • Go to Webmaster.
  • Choose the Store Page.
  • Find and select the Product.
  • Click the Download QR Code icon at the top right.  

  Note that if you are trying to put links on social media or email, it is typically better to use a link rather than a QR code.  

• Can we use the Store for our fundraiser, if we sell products instead of the crowdsourcing type of fundraiser that BoosterBucks is designed for?

  Yes, you can use the Store for fundraising. For example, if your club sells a variety of apples for your fundraiser, you can create the item in your Store, using Options and Add-ons to offer the flavors that you sell and collect the information that you need. Here is an example:

  https://bh.boosterhub.com/store/1870/10940

  Also, the Webmaster has a QR code generator for you in the top right of every webpage, including each item in the Store.

• How do I invoice someone for a one-off payment? For example, I have students who still owe from a previous year and need to invoice them.

  We suggest you create an item in the Store with an open-ended price by selecting Add Price at Checkout when you create the Product. Do not check the box to allow this Product to appear in your Online Store and Cashier Store, but do Enable Pay Later. Then, when you send an invoice from Accounting > Pay Later, you will add the $ amount before you Add to Cart and assign to the student. This method will allow them to pay in full online or send in a check for full or partial payment. It will not allow an automatic payment plan since it is built for you to add the $ amount later. Here is an example:

  https://bh.boosterhub.com/store/1870/4329

  If you need to allow the Payment Plan option, you would create items with each specific $ amount.

• How do I add shoes to our Store with sizes, then download a report to make an order?

  For some types of Products such as T-shirts, with small, medium, large, etc. sizes, you can use the Size Picker toggle. However, since shoe sizes are numbered, we recommend creating an Option for the Product.

  • Navigate to Store > Add Item.
  • Bypass the wizard if you wish, or click through each page as necessary.
  • Click the Add icon next to Options.
  • Select the toggle for Mandatory for the buyer.
  • Type each Size and Price under Choice.
  • Save.

  Alternatively, you could create an Add-on instead of an Option.

  • Navigate to Store > Add Item.
  • Bypass the wizard if you wish, or click through each page as necessary.
  • Click the Add icon next to Add-on.
  • Select the toggle for Mandatory for the buyer.
  • From the Type dropdown menu select Buyer selects from a list.
  • Add each of the possible sizes available.
  • Or you can have the user type a size if you create it as Buyer enters custom text.
  • Save.

  The information collected will be stored with the transactions and is available in the Sales Report.

• Why is there no button for new members to submit the form on our Registration Page?

  It may be that you have accidentally created a Registration Page that is Paid instead of Free. A Registration Page enables people to add themselves (with your approval) as Members of your booster club. To create a Free Registration Page:

  • Navigate to Webmaster > Pages > Add New.
  • Select Registration Page in the add page wizard.
  • Add the Page name and select the navigation option you would like.
  • Click Save and the page is created.
  • In Webmaster you can then click on the Page to enter it. The Page comes in a default format with basic information fields.
  • To include additional information fields, click the Add Fields edit icon on the right side.
  • Select Free or Paid registration. If you select Free, you can then enter the description and instructions. (If you select Paid, it will be looking for a specific Membership Product from the Store.)
  • Choose the option for family members to be added as Members or Non-members.
  • Add any type of field already in existence in People, and choose to make the field required or optional.
  • Add all the fields you would like, then click Save.
  • The Registration Page is now available to publish on the website by using the Save and Publish icon at the top right.

• Why is the price double when I create a Product in the Store?

  It is because you have the item priced both in the main price AND in the option. If the Product is $10 and you've also set an Option for $10 (for color, size, etc.) the system will assume you want the total to be $20. If you want the total to be only $10, then set the Option price to $0.

• Can I pay using a foreign country credit card?

  All payments processed through BoosterHub must be in U.S. dollars.

• How do we receive money from our online Store? Monthly or weekly? Do we initiate a transfer?

  All of the payments in your Store are transferred to your account within 2 days automatically.

• Why is my merchant account saying I need to finish setting it up again? What if I don't set up the additional merchant account?

  This relates to older clubs setting up a BoosterBucks fundraiser or sell QR code Tickets in the Store for the first time. An additional merchant account is needed for these features. Newer clubs automatically sign up for two when launching your BoosterHub. You can check your existing merchant account in Settings > Boosterhub Settings.

  If you don't finish the application for the additional merchant account, it will expire in 90 days. You can complete it anytime if you decide to use BoosterBucks fundraising or BoosterSTUB QR-code Tickets in the future.

• Can I create a Product in the Store?

  You must be an Admin to create a Product in the Store.

• How can I Navigate Payment Disputes?

  Here are suggested steps to help you navigate the payment dispute process smoothly and protect your financial interests. 

  The initial contact in a payment dispute typically comes from the ACH or credit card processing company. They will reach out to the email address associated with the transaction, requesting documentation to investigate the claim.

  • Gather Documentation: Collect all relevant invoices and transaction records
  • Prepare a Clear Explanation: Be ready to articulate the purpose and details of the transaction, explaining the product or service provided, and demonstrating the legitimacy of the transaction
  • Understand the Process: Recognize that the final decision rests with the credit card companies. Neither the BoosterHub nor USIO will have direct access to the dispute records

  The outcome of the dispute can result in two potential scenarios, depending on the processor's investigation: either the payment will be refunded to the customer, or the funds will be deposited into your account.

  Pro Tip: Always maintain clear, organized financial records to expedite the dispute resolution process.

• Credit Card Swipe Device

  BoosterHub no longer sells standard credit card swipe devices but they are compatible with the BoosterHub App.  Swipes must be physically connected to your phone, tablet or iPad and can be used only with the App version of BoosterHub.
  
  You can purchase swipes via Amazon

  You may also need to purchase USB adapters.  Here are the three options:
  
  USB to Lightning
  USB to USB-C
  USB to Micro USB

  Full featured Tap-to-Pay credit card devices can be purchased in BoosterHub by navigating to Settings→BoosterHub Settings→Purchase Credit Card Devices.