How to Use CardConnect's Virtual Terminal for a one-time donation | Scribe

    How to Use CardConnect's Virtual Terminal for a one-time donation

    • Carol Perez |
    • 0 step |
    • 32 seconds
    Tip! You must be an admin in your organization's CardPointe portal to access the Virtual Terminal.
    Navigate to [https://www.cardpointe.com/account/#/dashboard](https://www.cardpointe.com/account/#/dashboard)
    Click "Virtual Terminal"
    Click "United States"
    From the drop-down box, select the correct country or Other (NonUS) if not listed.
    Fill in the remaining donor information, including name, address, zip, and email.
    Click in the Add New Credit Card box to input the credit card number, CVV, and expiration date.
    Alert! If the donor wants to give by eCheck(ACH) you would have to switch your location to your ACH merchant account and then press the + Add New eCheck tab below the credit card square.
    Click "Store Customer Profile" if you would like to save the donor's information. If not, leave it unchecked.
    If the donor would like their information stored, please click "Cardholder has given verbal or written permission to save profile and all associated cards at all locations."
    Click this dropdown.
    Double-click the "Amount" field.
    Type donation amount requested.
    Click on the "Process Transaction" button.

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