Boost recurring donations this giving season with the upsell prompt!When there is no card reader and the payer has no phone to scan a code with, your staff member can type the card details on the staff device. This is the fallback, not the first choice — but it means a gift is never lost for want of hardware.
The option is called Manual Entry when taking a donation or an order, and Enter card on this device when saving a card to a bidder.
To enter a card on the staff device:
- Complete the donation, order, or bidder record as normal.
- Tap Collect Payment.
- Tap Manual Entry.
- On the Enter Card screen, enter the card details the payer gives you.
- Confirm.
The app confirms when the payment or the saved card has gone through.
Important: Take the details from the payer in the moment and do not write them down anywhere. Never keep a note of a card number, and never store one in your phone. If the payer would rather not read their card out, offer the QR code instead so they can enter it themselves.
When to use something else
- Use a reader where you have one. It is faster and the payer keeps hold of their own card.
- Use a QR code where the payer has a phone. They enter their own details, which is more comfortable for most people and quicker than reading a long number aloud in a noisy room.
Recurring gifts
Manual entry is not offered for recurring donations. A recurring gift has to be collected on a reader or by QR code. See Setting up a recurring donation from a staff device.
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