Internal System Release Notes December 3rd
*Internal* System Release Notes December 3rd, 2025
Selecting Send via Email will immediately email the seller settlement to the seller. No additional steps are required.
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When editing lots within the Catalog UI, each editable field can now be updated individually right from the catalog screen.
When you want to edit, add, or replace photos or a YouTube video link for an individual lot, simply click on the lot’s photo within the Media column. This will open the page displaying all current photos and any YouTube video associated with that lot.


Once you are done editing and clicking the gray "x" in the upper right hand corner or the modal, you can easily see if a lot has a YouTube video by looking for the black camera icon on the lot’s cover photo, as well as the number of photos associated with the lot, shown in a circle in the upper right-hand corner of the cover photo.

When editing the Name, a modal will appear allowing you to edit both the Name and Description. The same modal appears when editing the Description. Please see the video below.
Please note that the description field in the UI displays only the first 500 characters. You can still have a full description of up to 2,000 characters, but only 500 will be shown in the catalog view. To see or edit the full description, simply click the edit button. (See video below.)
Within the Link column, you are able to see if a lot is linked with a grey link icon with the link code next to it. To link lots, click the edit button. From there, you can either choose an existing link from the dropdown menu or delete the word “NONE,” create a new link, and then click the green save button.


Please note that the Category column is still in testing, and more details will be shared soon.
Once the auction has concluded, a new column will appear on the far right showing a gavel icon and an invoice icon.
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The gavel icon will take you to the clerking grid, where you can adjust the selling price, sold status, winning bidder number, and more.

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The invoice icon indicates that the item has been invoiced, and clicking it will take you directly to the corresponding invoice.

When editing lots within the Accounting UI, each editable field can now be updated individually directly from the catalog’s Accounting button screen. From here, you can edit key accounting features, including: starting bid, reserve, sales tax/BP tax, any fees, seller, expenses, and credits.

Assigning Sellers:
To add a registered and checked-in seller for this auction, click the Edit button in the seller column. You can then select a seller from the dropdown or the recently used sellers list. After clicking Save, you can hover over the seller number in the seller column to view the seller’s name and email associated with that number.


Adding Fees, Expenses, or Credits:
To add a fee, expense, or credit, click the Edit button and fill in the relevant details: description, amount, and applicable tax rate. For example, you might add a fee if a bidder wants their newly purchased dog to receive a bath before pickup or they want their newly purchased car to be detailed before picking it up s a reminder:
A fee is charged to the bidder, and the bidder is responsible for paying it.
An expense is charged to the seller, and the seller is responsible for covering it—for example, if a seller wants to store their unsold items at the auction house longer than agreed because they didn’t arrange pickup properly.
A credit is an amount credited to the seller—for instance, if the auction house accidentally damages the seller’s item (e.g., running a car into a tree), the item may be worth less, and the auction house may issue a credit to compensate the seller for the reduced value.
You can also click the green Add Lot Fee/Expense/Credit button to add additional items as needed.


Important Note:
Once an item has been added to an invoice and that invoice has any payment applied—either full or partial—you will no longer be able to edit the accounting fields. Please see the video below for reference
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.




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.

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.
