Virtual Terminal

The virtual terminal offers a comprehensive suite of tools to perform and manage your business's transactions. Using the virtual terminal, you can run sales, tip adjustments, refunds, and voids directly from your desktop!

To access this section, select Virtual Terminal on the navigation sidebar.

Sale

1. Set the Type to Sale.
2. Enter a charge amount. If using line items, see the Adding Line Items section.
3. Enter a shipping amount.
4. Enter a tax rate.
5. Complete any optional fields as necessary.
6. If you would like to perform this sale using a credit card terminal, select the terminal within the Device field. Alternatively, selecting Manual will enable you to accept a web payment.
7. Click Proceed to Payment.

Adding Line Items

1. Using the Add Line Item field, you can search / select items from your business's inventory. After selecting an item, it will be added to the table below.
2. To edit the item quantity, double-click the quantity column to edit the value.
3. To remove an item, click the X icon adjacent to the item name within the Add Line Item field.

Adding Discounts

1. Using the Add Discounts field, you can search / select discounts from your business's database. After selecting a discount, it will be applied to the totals found at the bottom of the page.
2. To remove a discount, click the X icon adjacent to the discount name within the Add Discounts field.

Loyalty Discount and Tax Exempt

• Enabling the Loyalty Discount option will exclude any card admin fees from the total.
• Enabling the Tax Exempt option will exclude any taxes from the total. If possible, please provide a Tax Exemption Number.

Web Payments

After clicking Proceed to Payment, a new tab will automatically open within your browser. On this tab, you will need to complete the Manual Entry form. When you are finished, click Pay to submit your payment.

Tip Adjust

1. Set the Type to Tip Adjust.
2. Enter the transaction ID of the transaction to be adjusted.
3. Enter the tip amount.
4. Click Adjust Tip.

Refund

1. Set the Type to Refund.
2. Enter the transaction ID of the transaction to be refunded.
3. Enter the refund amount.
4. Click Process Refund.

Void

1. Set the Type to Void.
2. Enter the transaction ID of the transaction to be voided.
3. Select Void Transaction.