Virtual Terminal

Our Virtual terminal has the ability to set up recurring payment schedules. Read below to learn how to set up a recurring transaction.

• Login and navigate to Virtual Terminal, located on the left-hand side of the dashboard.
• When you are on your desired terminal, fill out the contact details or click Search Contacts to find a pre saved contact.
• Now under Payment Details select your payment method using the dropdown menu.

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A Virtual Terminal allows you to send and receive payments for your customers. Successfully using the Virtual Terminal requires two simple steps:

1) Create your Virtual Terminal(s)
2) Select the Virtual Terminal you wish to use and begin submitting payments

 

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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.

1. Creating A New Virtual Terminal

• Click ‘Create New Terminal’

2. Add Terminal Settings

• You can add a terminal name. As well as flag whether you would like to make this your default terminal.

3. 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.

4. 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.

5. 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.

6. 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.

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To setup your Magtek Mini or Dynamag card reader to work with your Virtual Terminal:

1. Plug your Dynamag reader into a USB port on your computer

2. Access the Virtual Terminal located on the sidebar

3. On the Virtual Terminal page, create a new Terminal or simply edit an existing terminal by selecting Edit at the top of the page and then select to swipe card

4. Once card reader has been selected, continue to setup the Virtual Terminal

5. Once the Virtual Terminal is setup, continue by filling in all the contact information for your customer

6. When all the information has been filled in, click the green Swipe MINI option, located on the bottom right-hand side of the window

7. You will now be able to swipe cards

After the card has been successfully swiped, you will be able to print out a receipt with a signature line included for your customer to swipe or continue making transactions
Click Back to Virtual Terminal to process more payments.

Note: The swipe function is only available to TSYS multiplass merchant accounts.

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For an existing customer, select the Existing Contact option and find the customer you would like to debit. For a new customer enter the information in Payment Details. 

In order to receive money, make sure the Transactions Type says Receive Money, if you are looking to send money make sure the Transactions Type says Send Money.

 

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