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Internal System Release Notes December 3rd

 

*Internal* System Release Notes December 3rd, 2025

 

 

 

Payment Restricted Updates:

When an item is marked as payment restricted, a blue lock icon will appear in the far-right column on both the Catalog and Accounting tabs within the UI. However, if you need to add or remove a payment restriction for a lot, you must do so from the Accounting tab. Simply click on the lot’s name, then check or uncheck the Payment Restricted box, and click the green Save button.

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Please note: You can only mark items as payment restricted if your account is integrated with CardPointe. Additionally, any invoice containing a payment-restricted item (such as a firearm) cannot be paid online by the bidder.

Refunds

We now have the ability to record refunds within the invoicing system. For example, if a bidder pays for four tires but only two are available at pickup (e.g., misplaced or stolen), you can document the refund directly in the system.

You can do this in two ways:

1. Through the Master Bidders Tab

Navigate to the master Bidders tab in the top navigation bar, locate the appropriate bidder, and click the blue Accounting icon. Select + New Invoice for the correct auction, then enter a description such as “Refund – ____”.
Be sure the amount is negative, using a minus sign before the value (e.g., “-20.00”), and apply a tax rate if needed.

A new invoice will populate with the refund amount and display “Refund Pending.”
You can then notate the refund by navigating to the blue "Refund" button and then navigating to any payment type—cash, check, etc.except card on file. The invoice can be emailed, printed, or downloaded as a PDF just like a regular bidder invoice. (See video below.)

2. Through the Invoices Section Within an Auction

Go to the master Accounting tab, then select Auctions and navigate to the applicable auction. Click Show to view the bidder invoices. From the Invoices tab, locate the bidder and click Bidder Accounting Overview. Then select + New Invoice for the correct auction and enter a description such as “Refund – ____.”
Be sure the amount is negative, using a minus sign before the value (e.g., “-20.00”), and apply a tax rate if needed.

A new invoice will populate with the refund amount and display “Refund Pending.”
You can then notate the refund by navigating to the blue "Refund" button and then navigating to any payment type—cash, check, etc.except card on file. The invoice can be emailed, printed, or downloaded as a PDF just like a regular bidder invoice. (See video below.)

 


Important Note

At this time, refunds cannot be processed directly to a credit card on file. Admins may issue card refunds through the CardPointe Virtual Terminal, but our system does not support integrated credit card refunds yet. The refund recorded in our invoicing system is for notation purposes only.

Singular Lot Deletion

When an auction is in the “Upcoming” status (bidding has not opened yet), you can delete individual lots by going to the Catalog UI and clicking the red trash can icon in the far-right column.

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If the auction is in the “Running” status, individual lots cannot be deleted. As a workaround, you can delete the lot’s photos and rename the lot to “REMOVED FROM AUCTION – DO NOT BID”. You should also update the lot description with the same wording. This will help deter any bidding on that item.

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