Knowledge Base

GiveBig: Add a Cash or Check Donation to Your Organization Profile Page

If your organization receives a donation directly and not through the online payment form, you have the option to add that gift to your contributions on your Organization's Profile Page. The donation will be added to the contribution total, your fundraising target (if enabled) and the list of donations at the bottom of your profile page.

To add a cash or physical check donation, you will use the Connect Virtual Terminal. There is an option called Custom Payment which allow you to add "other" types of transactions that you receive offline. Since there is no bank processing involved, there are no fees to add these types of transactions.

When you add the transaction, the process date will be the day you entered it into the Virtual Terminal. So if you are using this feature for a giving day, make sure you enter in Custom Payments on the giving day.

Important Note: For giving day participants, always refer to your giving day organizer's rules for participation and prize eligibility. Giving days often have specific rules as to what types of payments are allowed for prizes. Your giving day organizer determines their giving day rules and manages prizes, while Click & Pledge provides the software platform.


This article includes:



Step by Step Instructions

Important: Do not forget Step 3!

To do this follow the instructions below:
 
1. Login to your Click & Pledge Connect at https://login.connect.clickandpledge.com/​. For Login instructions click here.
 
2. Click Launcher and select Virtual Terminal


 
3. Under Campaign & Fundraiser Information, choose your "GiveBig" campaign from the dropdown box. Your "GiveBig' campaign is the same name as your giving day. If you have more than ten campaigns you will need to type in the campaign name then select it. If there is a fundraiser associated with the transaction, that can be selected as well (choose from dropdown box, or if over ten fundraisers, type the name in.
 
Note: If you do not select the GiveBig Campaign, then the transaction will not be added to this campaign and you will not see the donation on your organization's page.


4. For successful transaction,enter fields for:
  • Payment Description
    • Payment for
    • Quantity
    • Unit Price
    • Tax Deductible Portion (if applicable)
For example:
Payment Description

5. Billing Information
If your donor has had made a gift in the past using your Click & Pledge account, you may use Existing Patron to look-up their contact information then click "Load." If the donor is not an existing patron then enter in their billing information. Fields with * are mandatory.

Important: Enter donor's email address and confirm it

For giving days it is important to enter in your donor's email address and confirm it. To include the transaction for prizes and leaderboards, an email address is needed from that specific donor. The reason for this is that an individual's unique email address is used to identify them as a Unique Donor.

Shipping information is not needed since nothing is being shipped.
 
6. Under Payment Method section click ‘Custom Payment Type.’ If 'Custom Payment Type' does not show as an option, then enable it by going back VT Settings in the menu on the left.

add custom payment
 
7. Charge Date defaults to today's date. A custom payment type can be entered in as today's date or a past date. Since this is essentially manually documenting an off-line transaction, future dates are not available.

8. In Name field type in the payment method, for example, "Cash" or "Check."
 
9. Click 'Process Payment' button.
 
Payment Method

You will see a verification screen that the transaction was processed. Please wait about 10 minutes before you see it on your GiveBig organization page.


Video: Using the Virtual Terminal for Giving Days
 

 


Powered by  Desk.com