How An Admin Can Manually Process Credit Card Donations

Overview

A patron may have given you his or her credit card number over the phone to make a donation. You may be wondering how to enter this payment manually from the Admin view.

Linked Articles:

- VIDEO: Adding Contacts & Transactions

- Contact Profiles

How to Process a Manual Credit Card Transaction

It is not uncommon to receive a donor's payment information to process a credit card donation. The best way to do this is from the Donor Profile.

Head to the Donor Profile and click on the green + Add New > Transaction button from their profile page.

In the window that appears, fill out the details of the donation and choose the Use Credit Card option.

This will take you to a checkout screen where you can enter in the payment details of the donor and process an online donation.

The donor will receive the Transaction & Non-Cash Gift Receipt that is set on either the Campaign or the organization.