Once a user has been assigned a Stripe S700 Terminal, they can launch any online General Membership form within their DonorView account and use the terminal to process in-person credit card payments for memberships.
Using the Membership Form
- If the member already has a Constituent record, we recommend opening the Membership form directly from that Constituent’s profile.
- Alternatively, after launching the Membership form, you can use the Constituent Search bar at the top of the screen to find and select an existing Constituent. This will automatically populate their billing information into the Membership form.
- Please note: if the Constituent already has a credit card saved on file, the terminal cannot be used to process a payment with that saved card.
Selecting the Terminal as Payment Method
- Launch the Membership form and complete all required enrollment selections.
- Enter or verify the member’s billing information.
- Under the Payment Type menu at the bottom of the page, select Credit Card.
- A Payment Method menu will appear. From this menu, select Terminal.
- The standard Submit button will be replaced with a blue Pay with Card Reader button.
- Click Pay with Card Reader to activate the terminal.
Processing the Payment
- If the terminal is powered off, not connected to Wi-Fi, or not assigned to your user account, an error message will appear.
- When active, the terminal will display the total transaction amount and prompt you to tap or insert the card.
- A beep will confirm the card has been read.
- The terminal will then display either a success message (if the transaction is approved) or an error message (e.g., if the card was declined).
Transaction Confirmation
- The Membership form will update to show either a confirmation or error message.
- Successful transactions will automatically appear on both the Membership grid and the Gifts grid within DonorView.