How to Process Non-Shelterpay Cash, Check, and Credit Card Transactions

Christina Forker
Christina Forker
  • Updated

If your organization accepts cash or check payments along with credit cards outside of Shelterluv, you will want to complete the checkout flow via the following steps:

Once you have started processing an adoption or other type of transaction and all of the items to be purchased are in your shopping cart on the page shown below, click on the blue Continue with Payment button.

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After you complete your configured checkout form, Click the Use separate card reader/cash/check option.

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Once you select the blue Continue button, you will see an option to either print or digitally sign a contract (if a contract is applicable as part of the purchase). 

Once the contract has been printed or digitally signed, you will be brought to the final checkout screen, where you will select the method of payment by clicking on the box shown below. 

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If you select the Credit / Debit option, you will see a pop-up window, as shown below, where you can record the amount paid via credit card, the card type, and the last 4 digits of the card that was charged. We would recommend that you stop here to run the card through your card reader before entering the card information in the form below.

Entering this information does not charge the purchaser's card. This is simply a way to allow you to record information about the card that was used to complete the purchase for reporting purposes. Recording this information is also meant to help you locate a transaction in your merchant account should you need to process a refund at a later time. 

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After you have charged the purchaser's card via your external credit card processing system and recorded the card details shown above or collected the cash/check, you can then select the documents you would like to print or email to the purchaser, which is the final step in the transaction process.

To see a video walk-through of this checkout flow, you can click here

If you are interested in learning more about our Mobile Checkout and Donation Boost features that are available only via Shelterpay transactions, take a look at this article.