Knowledge Base

Connect: Manual Transactions (Virtual Terminal)

Last Updated: Jul 18, 2017 04:09AM EDT
A Virtual Terminal is a tool for manually processing transactions. This allows organizations to process transactions right within the Click & Pledge Connect platform. For instance this can be used when a donor calls your organization on the phone to make a donation or when your organization receives cash and check donations and you wish to tie these donations to a Connect campaign and fundraiser. When you process using the Connect Virtual Terminal, the Connect platform will automatically update the fundraising statistics.
Features include:
  • Set default values within the Virtual Terminal to save staff time
  • Tie transactions to a campaign and fundraiser
  • Process recurring gifts
  • Patron look up. If someone has completed a transaction on the Connect platform, you can enter in their first name, last name, or email address to pull in their contact information.
  • Additional fields for shipping information, tracker, and additional questions
  • Default receipt customization
  • Multiple payment types accepted
    • Credit cards and eCheck transactions: Process through Click & Pledge just like online transactions.
    • Card swipe capabilities* using a 3 track card reader that connects to your computer using a USB port.
    • Invoice, Purchase Order, Custom Payment Type: Process without bank processing so no fees charged. Gives organizations the ability to apply transactions to the Connect platform for tracking purposes. Custom Payments can be defined in Virtual Terminal > Default Settings and be used to track your cash and check transactions.
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