Difference between revisions of "Virtual Terminal"

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(Created page with "'''Process Transactions''' You may process a Credit Card, ACH or a Gift Card/Prepaid Transaction. To process a Credit Card transaction please select or enter the following v...")
 
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'''Payment Type''' Select it as Credit
 
'''Payment Type''' Select it as Credit
  
'''Transaction type''' Select it as Sale  
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'''Transaction Type''' Select it as Sale  
  
 
'''Customer Number''' Enter customers name or customer number if already exist in customer database
 
'''Customer Number''' Enter customers name or customer number if already exist in customer database
  
'''Card Number/Account number''' Enter credit card number  
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'''Card Number/Account Number''' Enter credit card number  
  
'''Expiration date''' Enter expiration data in formar DDMM Ex (0221)
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'''Expiration Date''' Enter expiration data in formar DDMM Ex (0221)
  
'''Card present''' Select whether the card is present or not
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'''Card Present''' Select whether the card is present or not
  
'''Enter address''' Enter the only number on address not the full address  
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'''Enter Address''' Enter the only number on address not the full address  
  
 
'''Zip Code''' Enter zip code associated to credit card
 
'''Zip Code''' Enter zip code associated to credit card
  
'''CVV indicator''' Entering security code is always recommended however, if CVV is not on card or it illegible select accordingly
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'''CVV Indicator''' Entering security code is always recommended however, if CVV is not on card or it illegible select accordingly
  
 
'''CVV''' Enter credit card security code  
 
'''CVV''' Enter credit card security code  
  
'''Is recurring''' If you click is recurring you will be processing a transaction at the very moment and setting up a recurring for the '''Effective date''' selected. If selected enter:
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'''Is Recurring''' By clicking Is Recurring you will be processing a transaction at the very moment and setting up a recurring for the '''Effective date''' selected. If selected enter:
  
 
'''Frequency''' Select how often recurring will run
 
'''Frequency''' Select how often recurring will run
  
'''Number of payments''' Enter the number of payments
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'''Number of Payments''' Enter the number of payments
  
'''Effective date''' Select the effective date, it must be setup 24 hours prior to effective date
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'''Effective Date''' Select the effective date, it must be setup 24 hours prior to effective date
  
'''Clerk number''' This is an optional field, is used to identify who process the transaction
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'''Clerk Number''' This is an optional field, is used to identify who process the transaction
  
'''Invoice number''' This is an optional field, enter any invoice number associated to transaction
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'''Invoice Number''' This is an optional field, enter any invoice number associated to transaction
  
 
'''Amount''' Enter amount of transaction
 
'''Amount''' Enter amount of transaction
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'''Tips''' If there are any tips associated to the transaction enter it in this field
 
'''Tips''' If there are any tips associated to the transaction enter it in this field
  
'''Purchase card''' Use only for government cards, if it is enabled the purchase code must entered
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'''Purchase Card''' Use only for government cards, if it is enabled the purchase code must entered
  
'''Tax exempt''' Select it if it is a tax exempt transaction
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'''Tax Exempt''' Select it if it is a tax exempt transaction
  
'''Purchase code''' Enter purchase code associated to purchase card
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'''Purchase Code''' Enter purchase code associated to purchase card

Revision as of 07:49, 23 March 2020

Process Transactions You may process a Credit Card, ACH or a Gift Card/Prepaid Transaction.

To process a Credit Card transaction please select or enter the following values:

Devices If the account has multiple devices select the device to be used for the transaction

Payment Type Select it as Credit

Transaction Type Select it as Sale

Customer Number Enter customers name or customer number if already exist in customer database

Card Number/Account Number Enter credit card number

Expiration Date Enter expiration data in formar DDMM Ex (0221)

Card Present Select whether the card is present or not

Enter Address Enter the only number on address not the full address

Zip Code Enter zip code associated to credit card

CVV Indicator Entering security code is always recommended however, if CVV is not on card or it illegible select accordingly

CVV Enter credit card security code

Is Recurring By clicking Is Recurring you will be processing a transaction at the very moment and setting up a recurring for the Effective date selected. If selected enter:

Frequency Select how often recurring will run

Number of Payments Enter the number of payments

Effective Date Select the effective date, it must be setup 24 hours prior to effective date

Clerk Number This is an optional field, is used to identify who process the transaction

Invoice Number This is an optional field, enter any invoice number associated to transaction

Amount Enter amount of transaction

Tips If there are any tips associated to the transaction enter it in this field

Purchase Card Use only for government cards, if it is enabled the purchase code must entered

Tax Exempt Select it if it is a tax exempt transaction

Purchase Code Enter purchase code associated to purchase card