Manual Processing Through Virtual Terminal

Wish to process payments you have received over the phone or through mail? What about processing a donation from a donor who has given before? Now you can do it through the Salesforce Virtual Terminal. It is easy, and it is FREE.

How does it work?

Payments may be processed through the virtual terminal by manually entering all required information, e.g. name, address, phone, email, credit card number, CV2, and expiration date. Contacts may be looked up through the Contact database prior to processing minimizing data entry efforts.

Through secured re-processing of existing credit cards transactions may also be processed without credit cards by replicating old payments. Click & Pledge does not store any credit information but is capable of processing previously authorized transactions by replicating an order with new amount.

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Credit Card Swipe?

Within the Click and Pledge Donor Management Application in Salesforce you can swipe a credit card, perform the transaction and instantly update your donor records instantly.

This is a FREE service to Click & Pledge customers with TransFirst merchant accounts. To use this feature you need to email the ClickandPledge Support Department at support@ClickandPledge.com for a second Merchant account for card present transactions. A 3 track card reader is required and may be purchased through the merchant account provider.

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Controlled access

Access to the virtual terminal may be limited to a few users or to everyone. By setting the appropriate permission for a user the administrator may limit access to the virtual terminal.

How much is it?

There are no additional costs associated with this feature