Virtual Terminal is a tool for manually processing transactions. This allows organizations to process transactions within Click & Pledge CONNECT.
For example, when a Patron calls your organization on the phone to make a donation, or when your organization receives cash and check donations. Processing using the CONNECT Virtual Terminal, the CONNECT platform will automatically update the fundraising statistics displayed for the relevant Campaign.
This article includes:
Campaign & Fundraiser Information
Virtual Terminal Features
- The Virtual Terminal allows manual entry of transactions and offers the following capabilities:
- Process one-time and recurring payments
- Customize receipts and donor communications
- Track campaign performance using URL parameters
- Collect additional information via custom questions
Login to CONNECT (login.connect.clickandpledge.com)
- Click the Launcher (top right)
- Select "Virtual Terminal"
- Click Virtual Terminal (left menu)
Campaign, Team, & Fundraiser Information
Select the campaign name to which you want to donate. After selecting the campaign, the team and fundraiser fields will be enabled if there is a Peer-to-Peer Campaign.
NOTE: If neither campaign, team, nor fundraiser is selected then the donation will be sent to the organization.
Billing Information
Billing information can be entered manually or by searching for an existing patron. Begin entering the patron's name in the "Existing Patron" field. A dropdown menu will show potential matches for the patron name.
First Name, Last Name and Email are required fields.
If the “Address1” field is populated the Country and State/Province fields will be required.
Shipping Information
By enabling the checkbox for “Use same address as Billing”, the billing information will be used to populate the Shipping Information fields.
If it is not enabled, then the information can be entered manually.
Shipping Information will be mandatory only when Shipping & Convenience fee were charged.
Payment Description
Enter the details of the payment. You may enter details manually or create default items in Virtual Terminal Settings.
Item SKU
SKU (Stock-Keeping Unit) is a standard retail term for a specific product, and functions as an Id (may or may not be unique). In Click & Pledge the SKU is an internal identifier for the item.
Item GAU
GAU (General Accounting Unit) codes can be added to each payment option making it easier to track funds and simplify accounting.
Unit Tax Deductible ($)
Tax Deductible - fixed amount of the item that should be considered tax deductible.
Unit FMV ($)
Fair Market Value - The costs of goods or services included with the item.
Note: If you enter both a % Deductible and $ Fair Market Value the two will be added together on the receipt.
Donor Offset Fee
If your donor wishes to help you cover expenses, you may add the Donor Offset Fee in Virtual Terminal Settings under Payment Description > Convenience Fee. Enter a percentage and/or a fixed amount.
Recurring
You can set up recurring donations using two models:
- Subscription: Charges a fixed amount at regular intervals
- Installments: Splits a total amount into equal payments
Example: A $100 donation over 4 installments results in $25 charged each time.
Tracker
"Tracker" is a built in variable that you may add to a CONNECT donation form URL to track campaign sources using URL parameters.
• Example: '?trk=fall' tracks donations from a fall email outreach
Additional Questions
Additional questions and answers may be added while processing a transaction in the Virtual Terminal. Or Default questions and answers may be added in Virtual Terminal > VT Settings > Additional Questions.
To add new questions, click on “Add Question” button. Be sure to answer mandatory questions.
Receipt Customization
You have the option to email the default receipt and customize it by completing the Receipt Header and Terms & Conditions. Internal email notifications may be added.
Payment & Comment Stream
Payment & Comment Stream will appear if a CONNECT Peer-to-Peer campaign is selected in the "Campaign & Fundraiser Information" section above.
You have the option to mark the donation as Anonymous, enter how the name should be displayed an/or add a comment the donor would like included in the stream.
Payment Method
The payment method may be a Credit Card, Card on File, or Custom Payment Type
-
Credit Card
-
Charge Date: date of transaction or future date
Entry Mode: you may select Card Reader to use a USB Three Track reader and swipe the card rather than adding information manually
-
-
Card on File
-
Charge Date: date of transaction or future date
Select the payment method you want to use from a list of methods previously used.
-
-
Custom Payment Type
Charge Date: past date or current date
You may customize the Name selections available in Virtual Terminal Settings.
After entering all the details, click on “Process Payment” button.