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  • Increase Giving
  • Engage Your Community
  • Manage Your Books
  • Lower Your Costs

Online Giving Virtual Terminal

Posted By: on October 3, 2016

Continue to Give is proud to announce and release our latest upgrade to our software clients of a virtual terminal. The virtual terminal allows the church admin permissions to their contacts or donors. This way if a donor calls and wants you to edit their donations, you can do so easy!

For the Organization's Admin Account:

A giver automatically opts into the virtual terminal option. If they have given once through your online giving software they will show up in your contacts.

For the Giver:

If the giver wishes to opt out of the virtual terminal. They can log into their Continue to Give account, go to admin rights and remove themselves from the virtual terminal option. This means the church or nonprofit admin may not edit their account.

Now that we know how this feature works we can look at how to use it.

How to Access your Online Giving Virtual Terminal:

You can get to your virtual terminal by either clicking on the Contacts tab, choosing a contact, and then choosing to edit their giving or information; or you can go straight to the virtual terminal by choosing the tab Virtual Terminal that has been added right under the contacts tab.

The Virtual Terminal:

The Virtual Terminal allows you to edit a givers profile, edit their recurring donations, and make a donation on their behalf. You can also create a new donation and new giver's account.

To get started choose an option from the left side menu.

Create Transaction- Allows you to charge an existing donor that has given you permission.

Edit Profile- Allows you to update your givers basic information not payment information. For payment information updates use the create transaction and either add a new card or edit the existing card.

Contacts- Allows you to select a giver you need to update or charge.

Guest Mode- Allows you to add a new giver and new transaction at the same time.

LogOut- Will bring you back to your regular Continue to Give account and out of the virtual terminal.

If you have any question please email [email protected]

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