Credit cards can be entered several ways:
- Manually typing the card number in via the Event Attendance grid or constituent’s record.
- By swiping a credit card with the mobile app.
- By the constituent when they register for the auction or try to bid on an item.
To add a card manually:
1. The fastest way to enter a credit card manually is to click on the edit icon on the row for the attendee.
2. Enter the credit card number, expiration date and security code.
3. You can also right click (or CTRL click) on the credit card icon on the attendee's row to enter the card number in the Payment Methods tab of their record.
a. A red credit card icon indicates there is no credit card on file for that attendee.
b. A green credit card icon indicates there is a credit card on file. Hovering over the green icon will reveal the last four digits and expiration date of the card on file.
4. The Payment Methods tab will require collect billing address information.
To swipe a card using the AssociationSphere App and provided Bluetooth swipers:
1. It is strongly recommended that this activity be practiced by all those using the app prior to the event.
2. Log into the AssociationSphere App.
3. Click on the Authorize icon.
4. These videos provide examples for swiping the credit cards via the different devices available:
- AS Mobile App - M2 Stripe Swiper - https://vimeo.com/1024071965/8602e0b115
- AS Mobile App - IDTECH VP3300 Swiper https://vimeo.com/1024077441/8c4e4d6d29
Registration through Auction Page or Donor Portal:
1. The attendees can add or update their own credit cards through the auction page or member portal.
2. The easiest way to do this is via the link provided for the auction.
3. The attendee can click the URL link for the auction or scan the auction QR code with their phone, and use the menu at the top right corner of the screen to either register or sign in.
