Virtual Terminal

The Virtual Terminal is a feature built into the Fundraise Up Dashboard that enables you to process donations directly from your account. It can be accessed from anywhere in the Dashboard just by pressing the T key on your computer keyboard. Its settings are managed from the Dashboard Settings → Virtual Terminal, and are described below.

Settings

Show campaigns

This setting controls which campaigns can be selected for processing donations in Virtual Terminal. This functionality is useful when you want to configure a Virtual Terminal-specific campaign, or prevent some campaigns from receiving donations using Virtual Terminal.

Default campaign

Use this setting to configure the default campaign that will be selected when Virtual Terminal is launched. This option is useful for streamlining the Virtual Terminal checkout process and reducing the chance of associating a donation with an incorrect campaign.

Show only selected campaigns

This option allows you to choose the exact selection of your organization’s campaigns which will appear in the Virtual Terminal.

Make donor's email required

This checkbox makes the supporter’s email address a mandatory field when a donation is being processed in the Virtual Terminal, ensuring that receipts can be sent to the supporter later.

Show additional notes during Virtual Terminal Checkout

Enable this checkbox for specific notes to open to the right of the Virtual Terminal whenever it’s opened. This can be useful for adding a script, instructions, talk tracks and common questions and answers.

Payment methods

Make CVC optional for credit card donations

Enabling this option allows Virtual Terminal users to process card payment methods when the CVC/CVV is not known.

Allow users to process new donations using saved information

When this option is enabled, users can autofill supporter information in Virtual Terminal and use a supporter’s saved payment methods to process new donations. Please note that supporter information and payment methods are only saved if the supporter has an existing active recurring plan through Fundraise Up.

Enable for users with the Virtual Terminal specialist role

By default, the Virtual Terminal Specialist role does not have permissions to use the supporter lookup, autofill, and saved payment method features. You can enable this setting to provide Virtual Terminal Specialist users with access to the features.

Allow direct debit from bank accounts in Virtual Terminal

Enabling this option enables Virtual Terminal users to process donations using ACH US Direct Debit details provided by supporters. If you enable this option, you must choose how supporters will confirm donations that are being processed in the virtual terminal:

Manual verification

The Virtual Terminal operator enters the supporter’s routing and account numbers. They are later sent either two microdeposits or one microdeposit with a verification code by Stripe. The supporter will receive multiple emails with a link prompting them to confirm the amounts or the code they received.

Automatic verification

If this method is selected, the operator enters the supporter’s routing and account numbers, but there is no further verification with microdeposits. If the routing and account number match any existing US bank account, the payment will be verified. As a result of the lack of verification, this payment method carries some risk.

Enable/disable the Virtual Terminal

Virtual Terminal is not enabled by default. To enable the Virtual Terminal, you must acknowledge that enabling it will extend the scope of your organization’s PCI compliance.

Once the Virtual Terminal is enabled, it can be disabled at any time for the Virtual Terminal settings page.

Using the Virtual Terminal

To learn how to use the Virtual Terminal and to explore more of its features, view our Virtual Terminal Guide.