Note: External Payment Method is not avaiIable with Tip Top subscription.
If you will be processing some, or all, of your credit card transactions outside of the software (via external terminal, Square, another website etc), you can record those payments within the software by choosing the "External" payment method from the dropdown menu. The external payment option allows your team to mark orders as paid and generate receipts for credit card transactions handled outside the software.
To add External to Check Out and Orders payment options:
Go to Site Settings > Customize Your Site > Payment/Credit Card > Custom and External Payments (note: only users with Chair role can make changes to this page)
Remove CC payment options and update default methods as needed
Enabling the External Payment option will add it to each of the payment dropdown menus that your team will use to record payments for your supporters. To avoid confusion (among your team/staff AND online buyers) - you'll want to remove the "credit card" from each feature you'll be accepting transactions on - and update the default payment methods at:
- Self Check-out Settings
- Gala Payment Options
- Online Payment Options
- Ticket Payment Options
- Campaigns Payment Options
If you want to allow external cc payments for online transactions, update your Custom Payment option with instructions for providing their credit card info.