Knowledge Base

GiveBig: Manually Process Transactions Using the Virtual Terminal

When a donor provides your organization with their credit card information for you to process the transaction, you should login to your Click & Pledge account and use the Virtual Terminal to process the transaction.

This article includes:
  1. Written Instructions
  2. Video Instructions
 

Steps to Process a GiveBig Transaction using the Virtual Terminal


Important: Do not forget Step 3!

The GiveBig campaign (which is the same name as your giving day) must be selected for the transaction to be included in your totals. If you leave this field at 'none' by not selecting the GiveBig campaign offered, this transaction will not show on your Giving Day site or be included in any totals for the event.

Step 1. Login
 
Refer to this Knowledge base article on How to Login
 
Step 2. Click on Virtual Terminal

Select Virtual Terminal from the Launcher.



Step 3. Select the GiveBig Campaign Name

From the drop-down menu select the GiveBig Campaign for this transaction. GiveBig Campaigns ends with (GB). Your GiveBig Campaign has the same name as your giving day.



Step 4: Enter Payment Description

In Virtual Terminal tab, under Payment Description. Enter in:
  • Payment for: Text can be added like ‘Donation’
  • Quantity: Since this is a donation, just enter 1 for 1 donation. (Numeric only)
  • Unit Price ($): Enter the amount of the donation. (Numeric only)
  • Tax Deductible($): If the donation is tax deductible then you may enter the Tax Deductible amount. (Numeric only). The Tax Deductible has to be enabled. If you do not see this field and wish to add it, then you can enable it in your Account Information.
If you are doing a simple donation, just leave other fields like discount, shipping and convenience fee blank.



Step 5: Enter Billing (donor) 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. This will allow the transaction to be included for various prizes and leaderboards on the giving day website. The reason email address is needed is because it is used to identify a donor as a Unique Donor for the giving day. Sometimes donors have the same first and/or last names, so email addresses are a better way to count individual donors.

Shipping information is not needed since nothing is being shipped.



Step 6: Additional Information

Additional information like tracker, additional questions, and receipt customization are not required but can be entered based on your organization's own needs.



Step 7: Enter payment information and click Process Payment

Credit Card: Immediate or future date

eCheck: Immediate or future date (with restrictions). ACH transactions have a blackout period of 7 days per NACHA regulations. A transaction set for a future date has to be 7 days after the initial pre-authorization.

With Charge Date the value is set to process immediately. Depending on the type of payment method, other charge dates may be available.



After successful transaction, the donation will be displayed in your Organization’s GiveBig page.


 

Video: Use Virtual Terminal with GiveBig for your giving day