The Rapid Transaction Entry
function allows a church or organization to quickly enter in a donation on behalf of a donor without having them create a donor account of their own. This feature instead creates an account for them and is especially useful if your church or organization receives pledge cards from your donors.
Note: This feature is only available for collections. The Rapid Transaction Entry cannot be used for event payments.
: Log in to your WeShare site using your email address and personal password.
: Click on the Admin
button to access the administrative Control Panel
: Go to the Giving Management
toolbar and click on the Rapid Transaction Entry
: Select the Collection
the donor has chosen to support from the drop-down menu.
: Enter in the donor's personal information. Required fields are indicated by an asterisk. Note: E-mail address is not a required field, but it is strongly
: Enter in the donor's payment type and account information.
: Indicate whether the donor is making a One Time
donation from the drop down menu. For recurring donations, select the frequency of the donation.
: Enter a Transaction Comment
if needed and click Next
to proceed to the confirmation screen.
: Confirm the transaction information, check the I Agree
box and click Next