Virtual Terminal is a tool you can use to process donations on behalf of donors. This can be helpful if a donor calls and wants to make a donation over the phone.
How to Process a Donation Using the Virtual Terminal
Access the Virtual Terminal
- Click the gear icon
at the top-right corner.
- Click Virtual Terminal.
Complete the Virtual Terminal Form
- Select the Location (if applicable).
- Choose the Fund where the donation should be applied.
- Enter the gift Amount.
- (Optional) Click the Add Designation button if the donor wants to contribute to multiple funds.
- (Optional) Add Comments, if necessary.
- (Optional) Check the Recurring Transaction box if the donor wants to set up a recurring gift.
- Enter the donor's Contact Information (or click the Select Existing Donor button if the donor is already in your system).
📌 The Existing Donors list shows donors who have made a transaction in the past year. You can search for a donor instead of manually entering their information.
Enter Payment Details and Process the Gift
- Select a Payment Method
- Choose Credit/Debit Card or ACH/Bank from the dropdown menu.
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If using ACH/Bank, select Checking or Savings and enter the Routing and Account Numbers
-
(Optional) Check Save to Donor Payment Profile to store the payment method for future use.
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Enter Payment Information:
- For Credit/Debit Cards: Provide the Card Type, Card Number, Name on Card, Expiration Date, and Card Code.
- For ACH/Bank Transfers: Provide the Routing Number and Account Number.
- Click Process Transaction to complete the donation.
- For Credit/Debit and ACH/Bank transactions, this will initiate a payment from the donor's financial institution.
📌 The donor will receive a confirmation email using the customized email template you created.
Important Notes
Security: Your givers’ payment information is always fully secure. Only the last four digits of their existing payment profiles are visible.
Declined Payments: If the Payment Profile is updated due to a declined payment, once the new Payment Profile is saved, the declined transaction will automatically be reprocessed.
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