Credit cards can be entered several ways:

  1. Manually typing the card number in via the Event Attendance grid or constituent’s record.
  2. By swiping a credit card with the mobile app.


To add a card manually:


1. The fastest way to enter a credit card manually is to click on the Tools on the left side of the row for the attendee. 


2. Select Edit and in the new window enter the Credit Card Number, Expiration Month and Year and Security Code. 


3. Click Update at the bottom to save the information.



4.  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.


5.  The Payment Methods tab will require you to 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: