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. 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
Check this KB article on How to LoginStep 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
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.