GiveBig: Manually Process Transactions Using the Virtual Terminal

Last Updated: Oct 18, 2016 10:25AM EDT
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. You do not want to use your public donation page to run the transaction because it could trigger the fraud protection on your account and block transactions from occurring on your computer.

Very Important: Do not forget Step 6!

The GiveBig campaign must be selected in order 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.


How to do this?

Step 1. Login
Login to your Click & Pledge account at https://portal.clickandpledge.com/ using the email and password associated with your account.


Step 2. Click on Virtual Terminal
At the top right of the page, click 
Virtual Terminal
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Step 3: Enter Payment Information
In Virtual Terminal Tab, under Process. Enter in:

 
  • Payment Description: Text can be added like ‘Donation’
  • Amount: Numeric only
  • Tax Deductible Portion: Numeric only
If you are doing a simple donation, just leave other fields like discount and shipping blank.

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Step 4: Enter Patron (donor) Information
If your donor has had made a gift in the past using your Click & Pledge account, you may select ‘Yes’ in Existing Patron are to look-up their contact information. Fields with * are mandatory. If you enter patron’s email address, they will receive a copy of the receipt.
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Step 5: Enter Payment Information
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Step 6: Select Give Big Campaign
Under Give Big Campaign, use the dropdown box to select your campaign name. This is a very important step. By selecting the Give Big campaign name, this transaction will show on your organization’s profile page and be added to your fundraising goal.
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Once completed, click Process Payment. Then you will see a message that your payment was processed.
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And the donation will be displayed your organization’s Give Big page.
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