Virtual terminal

From Virtual terminal, you can submit card present and card not present transactions. Use this option when you need to charge a one-time payment outside of your other Blackbaud solutions.

Tip: Don't see this option? Contact your system admin for rights to view Virtual terminal.

Note: Transactions you process with Virtual terminal do not display in your other Blackbaud solutions or apps. When possible, you should enter transactions through Blackbaud solutions, such as through Raiser's Edge NXT.

  1. Choose whether you have the credit or debit card at your physical location.

  2. Under Transaction details, choose the category, merchant account through which to process the payment, and the amount to charge. If necessary, add a comment to help track additional details.

    Tip: For a list of categories and their descriptions, see Assign a transaction category.

  3. Under Account holder information, enter details such as the payer's first name, last name, and address.

  4. Select Start payment process.

  5. On the payment screen, enter required payment info, then select Finish and pay.

Tip: To send email acknoweldgements for transactions you enter through Virtual terminal, enable this setting from Control panel, Settings, Email acknowledgement. For more information, see Email Acknowledgement Settings.

Beginning January 2024, Blackbaud is prohibited from assisting organizations not in “good standing” in California with making charitable solicitations to and receiving funds from California residents. To comply with regulations, each transaction needs a category.

Transactions are categorized as follows:

Category Description
Contract A fee charged by a party to a party for the execution of a contract.
Donation A charitable contribution to a nonprofit or organization.
Event A payment for a non-ticketed event registration, such as a conference, fundraiser, or gala.
Grant A payment awarded to an organization by a government agency or private institution for a specific purpose.
Membership A payment for a time-specified membership that can include access to events, benefits, or programs.
Merchandise A payment for branded products or items sold or given as benefits, such as clothing or gift certificates.
Other A payment that is not represented by an existing category in this list.
Platform The fee charged to a customer to use a software platform.
Pledge A payment toward a pledge commitment.
Property A gift deed or document recording the transfer of ownership of property from one party to another.
Purchase A payment for non-branded goods, such as an auction purchase.
Service A fee for services, such as consulting, training, or education from a nonprofit.
Sponsorship A payment made by businesses or individuals to sponsor a specific part of a program, event, or project.
Stock As deferred compensation, a payment in the form of Common Stock shares or an option or other right to purchase shares.
Ticket A payment for an event that requires a ticket to gain access, participate, or attend, such as a raffle, concert, play, or exhibition.
Tuition A payment made to a school or institution for tuition fees associated with education.

Warning: If your organization is not in good standing, donations from California residents will fail. They'll have a gateway code of 812 and result of "California state law prohibits this transaction. Contact the organization to donate." You can arrange payment for a future date once your status is resolved.

Tip: All U.S. charitable organizations that operate or solicit donations in California must maintain "good standing" in California, even if they’re organized elsewhere. For more information about the assembly bill or to check your status, see California Assembly Bill 488: Impact to Charitable Organizations.