Difference between revisions of "Virtual Terminal"
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Please select or enter the following values: | Please select or enter the following values: | ||
| − | '''Devices''' If the account has multiple devices select the device to be used for the transaction | + | '''<span style="color:#191970">Devices''' If the account has multiple devices select the device to be used for the transaction |
| − | '''Payment Type''' Select it as ACH | + | '''<span style="color:#191970">Payment Type''' Select it as ACH |
| − | '''Transaction Type''' Select from the options Debit, Void or Credit | + | '''<span style="color:#191970">Transaction Type''' Select from the options Debit, Void or Credit |
| − | '''Customer Number''' Enter customers name or customer number if already exist in customer database | + | '''<span style="color:#191970">Customer Number''' Enter customers name or customer number if already exist in customer database |
| − | '''Account Number''' Enter account number | + | '''<span style="color:#191970">Account Number''' Enter account number |
| − | '''Routing Number''' Enter routing number | + | '''<span style="color:#191970">Routing Number''' Enter routing number |
| − | '''Check Number''' Enter check number | + | '''<span style="color:#191970">Check Number''' Enter check number |
| − | '''Select Account Type''' Select from Personal or Business | + | '''<span style="color:#191970">Select Account Type''' Select from Personal or Business |
| − | '''First Name''' Enter customers first name | + | '''<span style="color:#191970">First Name''' Enter customers first name |
| − | '''Last Name''' Enter customers last name | + | '''<span style="color:#191970">Last Name''' Enter customers last name |
| − | '''Address''' Enter customer address | + | '''<span style="color:#191970">Address''' Enter customer address |
| − | '''City''' Enter customer city | + | '''<span style="color:#191970">City''' Enter customer city |
| − | '''state''' Enter customer state | + | '''<span style="color:#191970">state''' Enter customer state |
| − | '''Zip Code''' Enter customer zip code | + | '''<span style="color:#191970">Zip Code''' Enter customer zip code |
| − | '''Phone''' Enter customer phone | + | '''<span style="color:#191970">Phone''' Enter customer phone |
| − | '''Memo''' Enter any notes if applicable | + | '''<span style="color:#191970">Memo''' Enter any notes if applicable |
| − | '''Clerk Number''' This is an optional field, is used to identify who process the transaction | + | '''<span style="color:#191970">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 | + | '''<span style="color:#191970">Invoice Number''' This is an optional field, enter any invoice number associated to transaction |
| − | '''Amount''' Enter amount of transaction | + | '''<span style="color:#191970">Amount''' Enter amount of transaction |
| − | '''Tips''' If there are any tips associated to the transaction enter it in this field | + | '''<span style="color:#191970">Tips''' If there are any tips associated to the transaction enter it in this field |
| − | '''Process Transactions''' You may process a Credit Card, ACH or a Gift Card/Prepaid Transaction. | + | '''<span style="color:#191970">Process Transactions''' You may process a Credit Card, ACH or a Gift Card/Prepaid Transaction. |
==<span style="color:#191970"> To process a Gift Card transaction== | ==<span style="color:#191970"> To process a Gift Card transaction== | ||
Revision as of 09:29, 24 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
Process Transactions You may process a Credit Card, ACH or a Gift Card/Prepaid Transaction.
To process an ACH 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 ACH
Transaction Type Select from the options Debit, Void or Credit
Customer Number Enter customers name or customer number if already exist in customer database
Account Number Enter account number
Routing Number Enter routing number
Check Number Enter check number
Select Account Type Select from Personal or Business
First Name Enter customers first name
Last Name Enter customers last name
Address Enter customer address
City Enter customer city
state Enter customer state
Zip Code Enter customer zip code
Phone Enter customer phone
Memo Enter any notes if applicable
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
Process Transactions You may process a Credit Card, ACH or a Gift Card/Prepaid Transaction.
To process a Gift 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 Gift
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
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
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
