Running a Manual Transaction




  • Avatar
    Mike Baker

    We would like to add the options of checks and PO to our manual transaction form.

  • Avatar
    Kinsey Mahan

    Hi Mike - You can configure a form's payment options under Forms > Form List > Edit the form > Payment Options. You can check the 'send check' option if you want to begin receiving checks via mail, and use Invoice Me for the PO Option. Here's an article with more information on Invoicing. If you have other questions, please feel free to reach out to the Help Team by phone at 404-879-2800, or via email at

  • Avatar
    Neil Holdway

    Why does it say "No credit cards configured for this gateway" in red type? That is disconcerting and made us think credit cards were not really accepted.

  • Avatar
    Teri Hasbrouck

    Is there a way to produce a receipt for the member when a manual transaction is done?

  • Avatar
    Chris Byess

    Hey Teri!

    I'm afraid there is not. A receipt can only be produced when a form is completed.

    If you have further questions, just let us know at, and we'll be happy to assist!

Please sign in to leave a comment.