Setting Up Virtual Terminal Transactions

A Virtual Terminal allows you to process payments manually by entering customer payment details directly into your dashboard or POS system. This is ideal for phone, mail orders, or any situation where the customer is not physically present.

How to Set Up and Use the Virtual Terminal

1. Access the Virtual Terminal

• Log in to your merchant dashboard at [yourdomain.com/login].
• Navigate to Payments → Virtual Terminal.

2. Enter Customer Payment Information

• Input card details (number, expiration, CVV) or ACH bank info.
• Enter billing address and contact information for fraud prevention.

3. Specify Transaction Details

• Enter the transaction amount.
• Add optional notes or invoice numbers for your records.

4. Process the Payment

• Review the details and click Submit to process the transaction.
• A confirmation screen will show transaction approval or decline.

Supported Payment Types

• Credit and debit cards
• ACH/eCheck payments
• Digital wallets (where supported)

Security Tips

• Always verify customer identity before processing payments.
• Use secure internet connections when accessing the terminal.
• Ensure PCI compliance when handling payment data.

Managing Virtual Terminal Transactions

• View, refund, or void transactions from your Transaction History tab.
• Export reports for reconciliation and accounting.

Need Assistance?

Contact Support via Live Chat or email for help with your Virtual Terminal.