PSG Organization - Virtual Terminal: How to Setup a Donation for a Donor

How to Enter a Donation for a Donor using Virtual Terminal

Everyone should have access to Virtual Terminal, but if for some reason you don't just give us a call at 866-930-4774 Ext. 2 for Support and we can get it added to your profile.

 First, you have to get to Virtual Terminal.

1. Go to the Organization tab and choose Virtual Terminal from the drop down.

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2. In Virtual Terminal choose a fund from the Fund drop-down, type in an amount for the gift.

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3. Once you've finished setting up the Gift information, scroll down to Contact Information and choose Select Existing Donor.  This will populate the Contact fields with the Donor's personal information.

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4. Fill out the Payment Method and Credit/Debit Information or E-Check Information fields.  Once Complete, hit the Process Transaction button at the bottom and you're done.

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