What if a participant intending to pay by cheque, wants to pay by credit card?
If you have a Pledge-a-thon participant who originally registered with the "Pay by Cheque" option, but later changed his/her mind and would like to pay their registration fees using a credit card:
- First, log into your Payment Gateway and process the credit card transaction manually.
- Then, follow these steps to record the credit card payment in your GiftTool BackOffice:
- Click Pledge-a-thon to view the Main Menu of this service.
- From the Administration section, choose Participants.
- Locate the Pledge-a-thon order profile by searching for the Pledge-a-thon participant.
- Click Profile next to the order profile you have chosen.
- In the Athon Order Transactions section, click Offline Payments next to the Order ID.
- Record your offline credit card Payment Amount and indicate that the amount was Received (from the customer).
- For the Payment Method, select Credit Card from drop down list.
- For the Payment Status, select Paid from drop down list.
- Enter your initials or name to keep track of who recorded the payment.
- Add an optional note (i.e. payment gateway authorization code).
- Click Save Changes done.
- The Balance Due for this participant will be adjusted by this amount.
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