There are times when you will need to enter a donation for your donors. For example, a donor calls your organization and wants to make a contribution to you over the phone, or a response card or mailer asking for donations has been received with payment information. When you receive these requests, you can use our Virtual Terminal to input gifts on behalf of the donor!
To access Virtual Terminal, click Organization > Virtual Terminal.
NOTE: if you do not see the Virtual Terminal option under the Organization tab in your control panel, please contact the primary manager for your online giving account. Your user permissions will need to be updated to include this option. If you are the Primary Admin, please contact our Tech Support team to enable the Virtual Terminal.
You will then be presented with input fields related to the donor and donation information.
The first section will retrieve information about the donation amount and designation.
- Input the donation amount per designation.
- With the VT, you can choose up to 5 different designations; click Add Designation to split the donation between 5 different funds. After the fifth fund is added, the Add Designation button will no longer appear.
- The Comments field can be used to further designate gifts.
Checking the Recurring Transaction box will open up new fields to choose frequency, installments (if applicable), and the start date of the recurring gift.
The next section will prompt you to input the donor’s name and contact information.
- Search for a donor that has already given by clicking Select Existing Donor. A window will pop up to search for your donor by name or email address. Choosing the donor will populate the contact fields. If your donor is not found, you will need to manually input contact information for the donor.
The last section prompts you for the donor’s payment information. You can choose to submit the gift using either Credit or Debit card, or ACH/eCheck. Once the payment information has been input, click Process Transaction to submit the gift. If you are setting up a recurring gift, the submission button will appear as Submit Recurring.
This gift will appear in the donor’s transaction history. If the donor did not have a donor profile prior to their donation being input to Virtual Terminal, a new profile will be created with the VT transaction included in their donor history. Recurring gifts setup for multiple designations will be individually processed on the scheduled date; i.e. a schedule will exist for designation to the General Fund, another schedule will exist for designation to the Missions fund, etc.