Using Payment Devices with the Virtual Terminal

When processing a transaction using the Virtual terminal, you can process the payment by collecting the payment using a payment device rather than manually entering the payment method on the dashboard.

1. Navigate to the Virtual Terminal

Option 1: From the Payments List Page

1. From the left navigation, click Transactions > Payments.
2. Click Take a Payment.

Option 2: From the Virtual Terminal Page

From the left navigation, click Tools > Virtual Terminal.

2. Fill Out Basic Form Information

1. Select whether to process a Sale or Authorization using the Virtual Terminal.
2. Under Transaction Details, enter a Total Purchase Amount and a Description.

3. Send to a Payment Device

1. Under Transaction Details, select Send to a payment device.
2. Click Review Transaction.

• A Ready for payment message displays on the dashboard indicating that the device is ready for a card tap, swipe, or dip.

4. Buyer Makes the Payment

On the payment device, a prompt displays asking the buyer to tap, insert, or swipe their card.

If approved, a Payment Approved screen displays on the device, prompting the buyer to choose a receipt option: Print, Email, Text, or No Receipt.

If the payment fails, the dashboard displays an error:

5. Review the Payment Confirmation

On the dashboard, a confirmation page displays a Payment ID you can use to manage the transaction as well as payment device details.