Financial Settings


 

Use an Offline Credit/Debit Payment Type

Overview 

Some merchants provide an external swipe machine that is not connected to CivicRec. In this case, the registrations are processed through CivicRec, but the payment does not go through the gateway. 

This article will show you how to use and apply the Offline Credit/Debit Payment Type at checkout.

Instructions

  1. If needed, create the Offline Credit/Debit Payment Type
  2. Process a transaction
  3. At checkout, select Offline Credit/Debit Card payment type under Add Payment
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  4. Fill fields
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    • Amount: Dollar amount of the payment
    • Save Card: Click to save the card information
    • 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 the person who owns the credit/debit card
    • Address, City, State, Zip: Add billing information
    • Overpayment: Select if the payment is an overpayment
  5. Select Add Offline Credit/Debit Card Payment
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  6. Select Complete Transaction
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  7. Offline Credit/Debit Card payment will display on the receipt
    use_an_offline_credit-debit_view_receipt.jpg



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