Use the Virtual Terminal to accept payments right from your browser. You are charged the keyed rate for Virtual Terminal payments. For information on card present Virtual Terminal transactions, click here. 

To accept a payment on the Virtual Terminal:

1. Enter customer information, including their contact information for an optional email or text receipt.
   • Select Itemized sale to sell items from your inventory.
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2. Enter transaction amount and optional notes.
3. Select the Payment Method.
   • For existing customers that have a card on file, you can select their Saved Payment Method to complete the transaction.
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4. Key in your customer's credit card information.
   • We recommend entering the optional billing street number and zip code to help protect you with potential disputes.
   • You can save the card to the customer profile for future purchases.
5. Click Process payment.

View and manage Virtual Terminal transactions by using the Virtual Terminal filter on the Transactions page.

If you are participating in the cash discounting program, your preset cash discounting amount will be included on Virtual Terminal transactions. If you need to remove cash discounting from a Virtual Terminal transaction, head to Payment Settings and toggle on Enable Per Transaction under Cash Discounting.

Void

Voids cancel a completed sale before the payment is processed. Typically, you will process a void on the same day, before your account batches out (10 PM ET). If you have a sale time stamped after 10 PM, you can void it before 10 PM the following day.

To void a transaction:

• Head to Transactions.
• Search and select the transaction you would like to void.
• Click Void Transaction and confirm that you would like to void the transaction.

Refund

Refunds differ from voids in that the transaction has been completed and the payment has been processed. In a refund, the cardholder is credited back funds to their bank account. The refund amount must be greater than $0.00 but cannot exceed the total transaction amount.

To refund a transaction:

• Head to Transactions.
• Search and select the transaction you would like to refund. Click Refund Transaction.
  • If you’re returning entire item costs, select the item counters to indicate how many of the items are being returned.
  • If the total needs to be adjusted further for any reason, enter it in the “Additional Custom Amount” field.
• Click Refund to complete.