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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Create an Offline Credit/Debit Payment Type

  • Updated:

Some merchants provide an external swipe machine that is not connected to CivicRec. In this case, registrations process through CivicRec but payment does not go through the gateway. When this setup is necessary, you should create a separate payment type for Offline Credit/Debit. 

 

 

Instructions

  1. Navigate to Configuration > Financial Settings > Payment Types
    select payment types
  2. Select Create Payment Type
    create payment type
  3. Fill in fields; be sure to check all Credit Card Types
    credit fields
    • Description: Brief description of Payment Type
    • GL Code: Select a GL (General Ledger) code
    • User Credit?: Indicates Yes/No; contact Support to turn on/off
    • Is Gift Card?: Indicates Yes/No; contact Support to turn on/off
    • Surcharge ($): Dollar amount for surcharges
    • Surcharge (%): Percent amount for surcharges
    • Min. Surcharge: Enter a minimum dollar amount for surcharges
    • Applies Over: Enter a minimum amount required to apply surcharges
    • Surcharge GL Code: Select the GL code for surcharges
    • Surcharge In-House: Applies an in-house surcharge
    • Surcharge Online: Applies an online surcharge
    • Hide In-House: Disables offline/in-house processing of credit/debit payment types
    • Hide From List: Hide this payment type from the list of options on the payment screen
    • Valid Refund Type: Select to enable a Valid Refund Type
    • Cash Receipt Type: Select to enable a Cash Receipt Type
    • Use Quick Pay: Select to use QuickPay
      • Note: This does not apply to cash or credit/debit.
    • Credit Card Types: Choose from Visa, Mastercard, American Express, or Discover
    • Is Scholarship: Check if this is a scholarship
  4. Click Save New Payment Type
    save new payment type
  5. Use Offline Credit/Debit Payment Type in Transactions

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