atgPay: Event Checklist

Once fully onboarded, this checklist serves as a guide for auction companies setting up and running events using atgPay.

Enable atgPay on the event.
Select the Shipping Method for the event: Local Pickup, Self-arranged, or both.
Select whether or not fees will be absorbed or passed on to the bidder.
Add or edit event shipping fees, if needed.
Verify that the shipping, payment, and checkout information in the event's Payment & Terms reflect the use of atgPay.
- The Sales Tax Amount field can be left blank or set to 0% as the value entered will be overridden when taxes are automatically calculated based on the bidder's location.
- Since taxes are calculated automatically when using atgPay, auction companies will not be able to edit the Sales Tax Amount field once atgPay is enabled on an event.
Update the invoice email to include additional payment details for winning bidders, if needed.
Categorize the lots in the catalog.
Verify that the event catalog is compliant with Proxibid's Unified User Agreement.
- If firearms are being sold, an FFL must be on file in the auction company's name.
- If high-risk items are being sold, the merchant must obtain a High-Risk Merchant ID.

Reconcile lots.
Add or edit invoice shipping or other fees, as needed.
Email invoices to winning bidders.
- If bidders have provided tax exemption certificates to the auction company directly, please forward them to payments@proxibid.com.
Use the Payment Processing Portal to monitor incoming bidder payments.
Submit any necessary disputes.
Change the event status to 'Archived' to stop accepting payments via atgPay.
- For information on payment disbursements, see atgPay: Refunds and Disbursements.
Various sale reports can be accessed in AuctionBuilder and the Payment Processing Portal.
- Invoice payment status can be tracked on the Invoices page in AuctionBuilder, as well as the Winning Bidder Report. For more information, see atgPay: Invoicing and Bidder Payments.