Post directly to Account instead of Contact

[stevebackman]

Can we configure C&P virtual terminal to credit an regular account (organization) directly instead of look-up to contact of that organization? (I saw a perhaps similar question last february about person accounts).

much thanks

[CnP.Support]

Good day Steve,

Sorry but I am not sure what you are trying to do.

Credit "regular account"?

Would you please elaborate.

[stevebackman]

Virtual Terminal transaction inked to account, not contact

At the top, the virtual terminal page references account, tied to the customer account. Here I mean Account as in Accounts vs COntacts.

For example, if Click and Pledge corporate wanted to make a donation using a card that had "click and pledge" as the name on it, and we wanted the transaction to show up on the Click and Pledge Account (organization) page, and not on a contact's page, how would we do that?

RIght now the transaction expects a look-up to Contacts, with no option to look-up an Account/Organization.

Steve

Good day Steve,

Sorry but I am not sure what you are trying to do.

Credit "regular account"?

Would you please elaborate.