Financial Settings


 

Offline Credit/Debit

Overview

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 set up is necessary, you should create a separate payment type for Offline Credit/Debit.

Instructions

  1. Navigate to Configuration > Financial Settings > Payment Types
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  2. Select Create Payment Type
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  3. Fill in fields - be sure to check all Credit Card Types
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  4. At checkout, select Offline Credit/Debit Card payment type under Add Payment
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  5. Fill fields
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    • Amount: Dollar amount of the payment
    • Save Card: Select to save the card information in the system
    • Memo: Write additional information about the payment
    • Payer Account: Search and select a user, will auto-populate to the user you have already selected during initial transaction check-out steps
    • Credit/Debit Card: Card information
    • Cardholder Name: Name of person who owns the credit/debit card
    • Address, City, State, Zip: Location of the cardholder
    • Overpayment: Select if the payment is an overpayment
  6. Select Add Offline Credit/Debit Card Payment
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  7. Select Complete Transaction
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  8. Offline Credit/Debit Card payment will display on the receipt
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