How do I set up and allow a manual payment in eForms
For Community and Group Editions
Operoo
lets you accept an in-person or manual payment. This gives
administrators the option to accept payments in person or on the phone.
To allow manual payments, do the following:
When adding a Payment request
in your eForm, make sure the "Required?" checkbox is unchecked. Doing
this allows a person to submit the eForm but make payments separately.
Related Articles
Allow Section Leaders (Staff) to enable eforms
Operoo does allow for staff (Section Leaders) to enable an Eform and make it live, and these permissions are usually determined by the access that is provided by the group administrators (Group Leader, Assistant Group Leader). Where a reference to ...
How does an Administrator set up the Payments Feature
For Community and Group Editions Accepting payments through Operoo is very easy. It requires a quick set-up for your Organisation, and then you can add payment requests to any eForm. To set up payments, follow these steps: 1. After logging in as the ...
How does an Administrator add a Payment Request to an eForm?
For Community and Group Editions Note: Before adding a Payment Request to an eForm, please ensure that Payments have already been set up for your account. The step-by-step instructions can be found here. 1. Click the three horizontal lines (tribar) ...
Creating (without using the template) a Parent consent - camp - outdoor activity - all Sections (Y4) form in Operoo
Creating an eForm To start make sure you are logged into Operoo using your username/password combination. Navigate to the Unit (Pack). Click on the Add eForm button. Click on ‘ Add Parent Form ’ Click on ‘ Start from a blank eForm ’. You could use ...
Initial onboarding checklist
Initial onboarding checklist Some key elements of Operoo which a Group Administrator should check as an initial priority are as follows: Compare SMS Membership with the profiles listed in Operoo. If there are youth members who do not have a profile ...