PSG Organization - Virtual Terminal: How to set up a recurring donation for a donor using Virtual Terminal

How to set up 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 ParishSOFT Support a call at 866-930-4774 Ext. 2, and we can get it added to your profile.

 

  1. Go to the Organization tab and choose Virtual Terminal from the drop down.
    2018-04-04_16-12-09.jpg

 

  1. In Virtual Terminal under Designations, choose a fund from the Fund drop-down; type in an amount for the gift.
    2018-04-04_16-06-03.jpg

 

  1. Once you've finished setting up the Designations, scroll down to Contact Information and choose Select Existing Donor.  This will populate the Contact fields with the Donor's personal information.
    2018-04-04_16-06-26.jpg

 

  1. Fill out the Payment Method and Credit/Debit Information or E-Check Information fields.  Once complete, click the Process Transaction button at the bottom.
    2018-04-04_16-06-44.jpg

 


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How to set up a recurring gift for a donor using Virtual Terminal

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