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

    • Malmi Senaweera |
    • 12 steps |
    • 32 seconds
    • CardpointeCardpointe
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    Tip! You must be an admin in your organization's CardPointe portal to access the Virtual Terminal.
    1
    Navigate to [https://www.cardpointe.com/account/#/dashboard](https://www.cardpointe.com/account/#/dashboard)
    2
    Click "Virtual Terminal"
    3
    Click "United States"
    4
    From the drop-down box, select the correct country or Other (NonUS) if not listed.
    5
    Fill in the remaining donor information, including name, address, zip, and email.
    6
    Click in the Add New Credit Card box to input the credit card number, CVV, and expiration date.
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    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.
    7
    Click "Store Customer Profile" if you would like to save the donor's information. If not, leave it unchecked.
    8
    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."
    9
    Click this dropdown.
    10
    Double-click the "Amount" field.
    11
    Type donation amount requested.
    12
    Click on the "Process Transaction" button.