To create a Virtual Terminal, you will first need to locate the Virtual Terminal tab on the menu located on left-hand side of the window. The first time you access this page, you need to create a Terminal. If you have already created a Virtual Terminal but wish to create another one, begin by clicking the button labeled Create Terminal located towards the top of the page.
- Creating A New Virtual Terminal
- Click ‘Create New Terminal’
- Add Terminal Settings
- You can add a terminal name. As well as flag whether you would like to make this your default terminal.
- Predefined Fields
- For ‘Predefined’ fields, Email and/or Phone number, First Name, and Last Name are required fields. When the 'Prefill default fields' option is enacted, contact details of your choice will pre-fill into the according fields.
- The Reference ID, Business Name, and Address are optional.
- Custom Added Fields
- To add a Custom field, click the ‘+ Add New Field’
- Enter a field Label and Select a field type.
- Select if you would like this to be a required field.
- Receipt Field Settings
- You can choose to include the additional fields to the receipt
- You can choose to send email receipts, and if you would like custom content to be displayed on those receipts as well.
- Save your Virtual Terminal and use it to process payments
- After clicking ‘Save’ you can use the ‘Go to Terminal’ button to begin processing payments with this tool.