In the Event Virtual Terminal, you can process registrations for standard events, which are tied to your organization's donation forms. You can access the Event Virtual Terminal the same way you access the Donations Virtual Terminal, but you'll use it process registrations instead of donations.
Contents:
Getting Started
To access the Virtual Terminal, click the Terminal icon in the left-hand navigation of your Qgiv control panel.
From the drop-down menu, select the donation form that houses the event for which you’d like to process a registration. If you click the Virtual Terminal icon from a form’s dashboard, that form will be preselected in the drop-down.
Click the radio button next to Registrations.
The Virtual Terminal allows you to enter online credit card or eCheck registrations, as well as offline cash and check registrations on site.
Choose an event or sponsorship option in the drop-down below What event are you signing up for?
When an event is selected, more options will appear, depending on your event configurations.
Use the drop-downs to select the number of each package the registrant wants to purchase. If you have promo codes enabled, you'll see an area to enter those, as well.
The Total Cost area will update automatically based on what you enter.
Participant and Contact Information
If you have custom fields, you may be required to enter additional information, which will appear in sections titled Participant Information and/or Additional Information.
Next, you’ll see the Contact Information area. Enter an email address for the registrant.
If Specify Contact Information is enabled, you’ll see an area to enter more detailed information.
If the billing address is different, uncheck the box. An area will appear below the checkbox where you can fill in the registrant’s billing address.
Transaction Notes
Next, you'll see an area to enter any notes you may have about the transaction. The notes are private and for internal use only; they'll never be shared publicly.
These notes can be edited after a transaction has been entered by clicking on the transaction ID in your recent activity feed or from your reporting interface after you've located the transaction in question.
Once you've clicked the transaction ID, you'll see a Memo option. Click Edit to change the existing notes, or Add if you didn't initially enter notes but would like to.
Payment Information
Once all of the applicable information about your donation is entered, you'll see a Payment Information section at the top right with your total cost populated right below. If GiftAssist is enabled, you'll see a checkbox for that as well.
Your online payment options are credit card or eCheck. Your offline payment options are cash or check.
If you choose Credit Card, you’ll enter the registrant’s name, credit card number, and card expiration date. If you’re using a card reader, click Swipe Credit Card and follow the onscreen prompt.
If you choose eCheck, you'll have an area to enter the registrant’s name, then their bank account and routing numbers.
If you choose Cash, click Process Registration after entering any associated transaction information.
If you choose Check, enter a check number, and then click Process Donation.
All registrations entered through the Virtual Terminal will be tagged with "Virtual Terminal" as their Source and will be available to you in your organizational-level dashboard or in the Transactions area of Reporting for reference or editing.
Need to know who entered a Virtual Terminal transaction? The user who entered the transaction will be listed under the Created By field in your transaction reports.