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Check-Out Bidders Overview

This article provides a high-level overview of the check-out process and links to detailed guides on specific tasks.

Updated over 3 weeks ago

The Check-Out Bidders screen in Auction Flex is used to manage bidder invoicing and payment collection for both live and online auctions. It serves as the central tool for creating, editing, printing, and finalizing buyer invoices at the end of an event.

This article provides a high-level overview of the check-out process and links to detailed guides on specific tasks.


Accessing the Check-Out Screen

To begin, go to:
Navigator > Auction Check-Out
or
Click the Auction Check-Out icon on the toolbar

From here, you can:

  • Select bidders to invoice

  • Print or email invoices

  • Apply payments, deposits, or discounts

  • Edit or delete invoices

  • Return unsold lots to consignors


What You Can Do from This Screen

Task

Guide

Invoice a bidder for all or selected bids

Add, edit, or delete buyer charges

Edit invoice details (price, tax status, descriptions)

Delete an invoice

Return unsold items to the consignor

Display invoices to buyers on a second screen


Reporting Features

From the check-out screen, you can also:

  • Print Outstanding Invoices
    Click the Reports button, then select:

    • All Invoices with Print & Sort Options

    • Enable Only Outstanding Invoices when prompted

  • View Invoices
    Click View Invoices to see a full list with edit access

  • Find Lot
    Search for a specific lot by description or status

  • Unsold Lots
    Access unsold inventory via Advanced > Unsold Lots


Next Steps

For step-by-step instructions on specific workflows, visit:

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