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.
- VIDEO: Adding Contacts & Transactions
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.