Virtual Terminal
Phone and mail gifts, entered in seconds.
A keyboard-first terminal for gifts taken by phone, by mail, or in person, recorded straight to the donor’s record with the receipt on its way.
Keyboard first
Complete the whole gift without touching the mouse.
Every step has a shortcut, and arrow keys move through search results and choices. The amount is spelled out in words as you type, so a slip of the finger is easy to catch. Press ? in the terminal to see every shortcut.
- Find the donor
- Alt+D
- Enter the amount
- Alt+A
- Add a fund
- Alt+F
- Choose the payment method
- Alt+P
- Charge or record the gift
- Ctrl+Enter
- Start a new gift
- Alt+N
- New gift, same donor
- Alt+S
- Today’s gifts
- Alt+T
Every kind of gift
Card, bank, cash, check, or in-kind.
Charge a card or bank account, use a card on file, or record cash, checks, and in-kind gifts. Set up a recurring gift and split it across funds in the same entry.
- One-time or recurring: monthly, quarterly, every six months, or annually
- Split across funds, with a campaign, gift date, tribute, soft credit, and employer match
- Offer the donor the option to cover the processing fee
Knows the donor
The right record, and what they’ve promised.
Find supporters, organizations, and leads as you type, or add a new one without leaving the form. If the donor has an open pledge, the terminal offers to apply the gift to it.
- Search supporters, organizations, and leads
- The donor’s household shown as you pick them
- Open pledges offered as you pick the donor
Receipts and tributes
The thank-you handled before you hang up.
The receipt email and a PDF receipt go out as you save, and the terminal warns you if a receipt has nowhere to go. Tribute gifts queue a letter to mail, with the address ready to print.
- Email receipt and PDF, attached or mailed
- A warning when there’s no email or address on file
- Tributes to mail, with print and mark-as-mailed
See Virtual Terminal in action.
Book a demo and we'll walk through the whole platform on your data.