Knowledge Base

GiveBig: Manually Process Transactions Using the Virtual Terminal

Last Updated: Oct 23, 2017 05:17AM 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 3!

The GiveBig campaign 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.

How to do this?

Step 1. Login

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

Step 2. Click on Virtual Terminal

Select Virtual Terminal from the Launcher.



Step 3. Enter the GiveBig Campaign Name

This is very important step.

Enter GiveBig in the Campaign text box. Automatically the GiveBig campaigns which are linked to the C&P Account Number will be displayed in the drop-down menu. Select the desired GiveBig Campaign.



Step 4: Enter Payment Information

In Virtual Terminal tab, under Payment Description. Enter in:
  • Payment for: Text can be added like ‘Donation’
  • Quantity: Numeric only
  • Unit Price ($): Numeric only
If you are doing a simple donation, just leave other fields like discount, shipping and convenience as blank.



Step 5: Enter Billing (donor) and shipping 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. Fields with * are mandatory. If you enter patron’s email address, they will receive a copy of the receipt.

If the Shipping information is as same as Billing Information, then enable the checkbox for ‘Use same address as Billing’. If not, enter the information.



Step 6: Additional Information

Additional information like tracker, questions, receipt customization can be given based on the need.



Step 7: Enter payment information and click Process Payment



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

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