A member provided credit card information to make a payment to our League. Can I manually enter a charge in NB?


NOTE: This process requires Treasurer, Staff or Admin2 NB permissions.

If your League has set up a payment processor, NB makes it easy to process credit card transactions manually. The following instructions relate to credit card payments but check and cash payments can be tracked using similar steps.

#1 Log into NB and go to People section.

#2 Use the Search People box to find the contact whose credit card you want to charge. If no contact record exists, see faq_add_member.

screenshot of NB control panel - people search

#3 Click on Finances in the menu on their contact page.

screenshot of NB control panel - contact finances

#4 Click on New Donation (NB refers to most revenue as a donation).

screenshot of NB control panel - new cc donation

#5 On the right side of the form, select "Credit Card" for payment type, check the Charge credit card? box, enter the amount, credit card information and tracking code, and select your League's payment processor.

screenshot of NB control panel - new credit card donation

#6 If the credit card payment is for dues and your League uses the NB membership function, click on +Add membership and follow the instructions in #7 and #8; otherwise skip to #9.

screenshot of NB control panel - add membership

#7 Select your League's NB membership type from the list.

screenshot of NB control panel - membership types

#8 Check the box next to Expire Membership and set the membership term based on your League's renewal policy.  For example, if your memberships renew on the payment anniversary, expire the membership in one year.  If your League has a fixed renewal date, approximate the number of months to that date.  [Remember, you can override this expiration date later using batch updates.)

screenshot of NB control panel - expire membership

#9 Scroll down the page and fill in any additional information, e.g. FEC Type or notes.

Screenshot of NB control panel - donation info

#10 When ready, click blue Pay Donation box.