Virtual Terminal

From KB
Jump to: navigation, search

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