Processing a one-time card payment
This guide walks you through how to process a one-time card payment using the Virtual Terminal.
1. Navigate to the Virtual Terminal
Go to Virtual Terminal from the main navigation menu.
2. Choose the Transaction Type
From the Transaction Type dropdown, select:
- Sale (default)
3. Select Card as the Payment Method
Ensure the Card tab is selected.
4. Enter Card Information
- Enter the Card Number
- Enter the Expiration Date (MM/YY)
- Enter the CVC
- Enter the Name on Card
5. Enter the Amount
In the Transaction Summary panel:
- Enter the Base amount
- Enter Tax, if applicable
- Toggle Tax Exempt or Estimated if needed
The Total updates automatically as you enter amounts.
6. Click Process
Select the Process button at the top right to submit the transaction.
The system will securely authorize and process the payment in real time.
7. Viewing the Receipt
The receipt includes:
- Approval status
- Transaction ID
- Total Amount
- Date & time
- Payment method type + last 4 digits
- Optional summary text
- Customer or business details
- Buttons to:
- Print the receipt
- Copy the receipt link
- View transaction details
Click New Transaction to return to the Virtual Terminal and run another payment.
Updated 4 months ago
