Using the Virtual Terminal
How to use the CardPointe Virtual Terminal to enter a recurring donation for your international donor.
Malmi Senaweera
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16 steps
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49 seconds
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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 "Billing Plans"
4
Click "New Billing Plan"
5
Click the "Search for a customer" field and enter the last name of your donor.
6
Click on your donors profile to autofill his payment and billing information.
7
Select the Country dropdown next to the Zip Code field.
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Select "Other (Non US)"
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Click "Always use default payment method for this profile"
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Click "Email Receipt" if desired.
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Select the donation start date.
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Choose how often the donor will be billed.
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Choose when the recurring donation will expire.
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Enter the recurring donation amount.
15
Click "Cardholder has given verbal or written permission to save profile and all associated cards at all locations."
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Click "Save Plan" to save.