Virtual Terminal

A Virtual Terminal is a secure web page inside your Business Portal where you can process payments online. With Virtual Terminal, you can digitally accept payments using cards or direct debits over the phone or email from your customer. All you have to do is provide information pertaining to customer and payment method on the Virtual Terminal page to process transactions.

You must configure branding in order to use the Virtual Terminal feature. See Customize Invoices for more details.

This chapter talks about:

  1. Process payments by Credit/Debit card

  2. Process payments by Direct Debit (ACH)

  3. Configure Display Fields

Process payments by Credit/Debit Card

To process a new payment using Virtual Terminal:

  1. In the Customer Information pane, enter the customer details such as: First Name, Last Name, Email, and Phone Number.

  2. Choose a payment option. The available options are: Credit/Debit Card OR Direct Debit eCheck(ACH).

  3. Enter the following details to make the payment via Credit/Debit Card. For ECH instructions, see Pay by ACH

    1. In the Payment Information, enter Payment Amount and Payment Description.

    2. In Pay With pane, select Credit/Debit Card

    3. In the Enter Card Details pane, enter the information such as: To Amount, Transaction Type, Card Holder Type, Card Holder Name, Card Number, Expiry Date, Security Code, Country, and Zip Code.

    4. Click Pay.

  4. After the payment is made, you can perform actions like:

    • Process Another Transaction

    • Download Receipt

    • Print Receipt

    • Share the receipt via SMS or Email - After the payment is processed, you can share the receipt via SMS or Email using this option.

Process payments by Direct Debit eCheck(ACH)

To process a payment via Direct Debit eCheck(ACH) Card:

  1. In the Payment Information, enter Payment Amount and Payment Description.

  2. In Pay With pane, select Direct Debit eCheck(ACH)

  3. In the Enter Bank Details pane, enter the information such as: To Amount, Transaction Type, Account Holder Name, Account Type, Bank Account Number, Routing Number, Address, City, Country, and Zip Code.

  4. Click Pay.

  5. Once the payment is made, you can perform actions such as: Process Another Transaction, View Receipt, View Transaction Details, Print Receipt, share the receipt via SMS or Email.

Configure Display Fields

In the Virtual Terminal page, you can add/remove the display fields.

To configure the display fields:

  1. Click Settings.

  2. Select a section (Consumer Information, Billing Information, Shipping Information, and Payment Information) and select the individual fields in each of the section.

  3. Click Save.

Note: Mandatory fields cannot be unselected.

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