The Qgiv Virtual Terminal app makes it easy to manage and accept in-person payments, registrations, and other forms of payment for your auction, standard Qgiv events, or donations from your mobile devices.

This article will focus on Qgiv standard events.

To learn more about auction management in the Virtual Terminal, check out this article.

To learn more about peer-to-peer campaign management in the Virtual Terminal, check out this article.

You can download the app from the App Store on both Apple and Android devices.

When you search for "Qgiv" in the app store, you may notice two apps. Givi is our donor-facing app for donations and auctions. For event management, use the app with a white background titled Qgiv Virtual Terminal.

Qgiv VT in app store.png

What Can I Do in the App?

You can log in to the Virtual Terminal app with your Qgiv credentials or assign temporary access codes so volunteers can log in.

While logged in, you can register event attendees through the app, check in attendees with QR code check-in, and make transactions on their behalf. Donations and registrations can be paid for by credit card or eCheck. We also support cash and check for offline transactions. This app supports card readers for credit card payments.

If you'd like to use a card reader, you can purchase one from us. We offer card readers that connect via Bluetooth, Lightning, or USB-C for $139 each. Just send an email to support@qgiv.com to request one!

Here’s how you can start managing your event via the Mobile VT app.

After downloading the app, log in using your Qgiv credentials

Qgiv VT Log In screen.png

If you're logging in using a temporary access key, tap Access Key and enter the key you generated in your control panel. You can read about how to create a temporary log-in code that's good for one log-in session here.

Qgiv VT Access Key screen.png

Once you're logged in, you'll land on a screen asking you to choose a form. Select your form followed by the event you'd like to manage.

The Mobile Virtual Terminal Menu

Tapping the three lines in the top left corner of the dashboard opens the Mobile Virtual Terminal menu for your event form.

From here, you can navigate to:

Payments
Registration
Attendees
My Forms
More
- The More option is where you can connect a card reader and access FAQs about the app. You can also review the app's licensing and privacy policy or log out.

Payments Screen: Donations

The first menu option takes you to the Payments screen. Payments is where Mobile VT users can accept and document donations from event attendees.

First step of Payments - Events.png

Users can choose one of the preselected donation amounts or enter a custom amount on this screen. Once the desired donation amount is entered, enter the donor’s Contact Information below the payment amount section.

Once the donor’s contact information has been captured, complete any Custom Fields, if present. Next, navigate to the Additional Details section to specify a dedication or restriction if necessary or opt the donor into communications from your nonprofit. Then tap Continue.

Choose whether the donor wants to use GiftAssist to help offset processing fees, and then enter the donor’s payment information. General donations can be made via credit card, eCheck, check, or cash.

You can capture the donor’s card information using a card reader or by manually entering their credit card information.

Payment Screen - Events.png

If you haven’t already connected your card reader to Mobile VT, tap Add Card Reader to connect your device. To enter the card information manually, tap the Enter Card Manually button and complete the fields. To learn more about card readers and pricing, check out this article!

Add Card Reader button - Events.png

Once you’ve entered the card number and expiration date, tap Continue to complete the payment. A Thank You screen will appear with the transaction details. From this screen you can enter the donor’s email address and send the donation receipt to them.

Tapping New Payment returns you to the first step in the Payments process to enter another donation.

Registering Event Attendees

The next menu item is Registration. The simplified version of your event registration includes a brief description of the event and a section to choose Packages. Each package for your event will be displayed here. You can choose which packages to purchase and what quantities. Once selected, the total cost is calculated for the selected packages.

In the next step, you'll enter the registrant’s contact information.

If you have any Custom Fields, these will appear next.

The last step is taking payment for registration. Like the Payments menu, registrants can choose to pay by credit card, eCheck, check, or cash. Select the payment method they’d like to use first. For credit card and eCheck transactions, registrants can opt in to GiftAssist to offset processing fees.

Payments screen GiftAssist - Events.png

Enter the payment method for registration. Enter any applicable codes in the Promo Codes section for your registrants and tap Apply. Next, tap Continue as shown in the image above to complete the transaction.

On the confirmation screen you can enter any Transaction Notes for the registration. To enter the next event registration, tap New Registration.

Check In and Manage Attendees

The next menu item is the Attendees section. This is where you can view all event attendees and determine who has checked in and who hasn't.

You may search registrants by typing their name or email address into the search bar.

To filter attendees for easier searching, tap the funnel icon located to the right of the search bar.

From here, you’ll see several options you can sort and filter registrants by.

Once you’ve made your desired selections, tap See Results to view the registrants that fit your search criteria.

Checking In Attendees

To check an attendee in from the Attendees screen in the Mobile VT, tap the green Check In button to the right of an attendee who has yet to be checked in to the event.

Or, if the attendee isn’t listed and you have enabled QR Codes, you can scan the QR code from their ticket email to open their ticket.

Please note: QR Code Check-In is available with the Giving Essentials Package. To learn more, check out this handout.

To open the QR code scanner, click the QR code icon in the upper right corner.

Event registrants can access their QR code associated with their ticket from their confirmation email by tapping the Download Tickets button. They'll receive something similar to the message shown below.

Once you've located the attendee, tap Check In. On the Attendees tab, the user’s status will now be displayed as Checked In rather than Registered.

You can view and update an attendee’s ticket details by tapping their name.