The fastest way to add funds to your company is to use a credit card. To add funds to your company with a credit card, follow these steps:
Expert Users
- If you have more than one company, select the company that you want to fund on the nav bar.
- On the Batches page (Setup -> Batches) click Add Shopper Funding.
- On the next page, enter the amount of funds you want to add (currently $US only). The 6% processing charge is calculated. Click Check Out.
- On the next page, enter your credit card information. Check the checkbox if you want to save your credit card information for future purchases, and click Accept and Buy. The funds will be applied immediately to the selected company.
Regular Users
Regular users can add funds in two situations: when you want to buy more shops, or when you want to increase the shopper pay on existing shops.
Buying more shops
- If you have more than one company, select the company that you want to buy shops for on the nav bar.
- On the Home page, click Add More Shops.
- On the next page, click Buy Batch next to the survey that you want to use for the new shops.
- On the next page, enter the number of shops you want per location and click Check Out. You can also add more locations at this point.
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On the next page, enter your credit card information. Check the checkbox if you want to save your credit card information for future purchases, and click Accept and Buy. The shops will be purchased and placed on the Presto map.
Increasing pay on existing shops
- If you have more than one company, select the company that you want to fund on the nav bar.
- On the Batches page (Setup -> Batches), find the batch where you want to increase the pay and click the pencil icon:
- Locate the shopper pay in the batch settings ("Shoppers will be compensated...") and click Increase Pay.
- Enter the amount to increase the pay per shop. The total is calculated. Click Check Out.
- On the next page, enter your credit card information. Check the checkbox if you want to save your credit card information for future purchases, and click Accept and Buy. The funds will be applied immediately and the shop pay increased.