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.
- Go to the Organization tab and choose Virtual Terminal from the drop down.
- In Virtual Terminal under Designations, choose a fund from the Fund drop-down; type in an amount for the gift.
- 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.
- Fill out the Payment Method and Credit/Debit Information or E-Check Information fields. Once complete, click the Process Transaction button at the bottom.