How to Process One-Time Credit Card Transactions

1. Please make sure that you have completed the integration of your Eleo database with one of the payment processors that we integrate with.

2. Also, please make sure that the contact is entered into Eleo. If needed, the Eleo Library guide on 'How to Manually Add a Contact' will be helpful regarding this.

3. Go to Gifts > Add Gift.

4. Search for the contact that you want to process a gift for and click on their name.

5. Fill out all required gift fields, as well as any other information that you want for this gift. Then, click on Save.

6. Once you save, you should see some new options in blue font at the top of the Gift information.

Click on Process Credit Card.

7. A new window will open for you to input the card information. Fill it out carefully. When you

are done, select Pay with Card.

NOTE: This page may vary slightly based on the payment processor that you are using.

8. The payment will process, and you will receive a confirmation or a denial. Below is an example of a confirmation. If it was successful, you may close this window. If it was unsuccessful, you may need

to reach out to the contact to see if they have another payment method.

9. A record of the credit card transaction will also be located on the bottom of the gift record.