Virtual Terminal Credit Card Guide

Virtual Terminal Credit Card Guide
Virtual Terminal Credit Card Guide
How to process a sale
A sale is a transaction that is authorized and captured for settlement. After a sale is processed,
the transaction is automatically flagged to be settled.
A sale can be voided prior to settlement and must be refunded to reverse the transaction if the
transaction has been settled.
Step 1: Click sale from the main menu under credit card
Step 2: Enter the sales details such as billing information, order information, card billing address,
merchant defined fields and processor
Note: fields with red asterisk are required fields as set by the Affiliate.
Step 3: Click charge to complete
Transaction Successful
Transaction
Failed/Declined
Transactions that do not process successfully will trigger a failure response.
How to authorize or capture a transaction
Authorize is used to check if there is sufficient funds in the Credit Card inventory. When a
transaction is authorized, it indicates that the Credit Card has adequate funds in the stock.
Capture is used when a transaction has been authorized and ready to be settled.
An authorization MUST be captured in order for the settlement to go through and the funds
transferred. When a transaction is both authorized and captured, a sale is processed.
Step 1: Click authorize from the main menu under credit card
Step 2: Enter the details to authorize a transaction.
Note: fields with red asterisk are required fields as set by the Affiliate.
Step 3: Click
authorize
to complete
Transaction Successful
Step 1: Click capture from the main menu under credit card
Step 2: Enter the details to capture a transaction.
Note: fields with red asterisk are required fields as set by the Affiliate.
Step 3: Click
capture to complete
Transaction Successful
How to void a transaction
A void can be performed on a transaction prior to settlement. To void a transaction, simply
enter the transaction ID in the void area under the Virtual Terminal section.
Step 1: Click void from the main menu under credit card
Step 2: Merchant can use magnifier icon to look up a transaction
Note: fields with red asterisk are required fields as set by the Affiliate.
Step 3: Enter the
Transaction ID of the original transaction you wish to void. Click void to complete.
Transaction
Successful
How to process a refund
To refund a transaction, simply enter the Transaction ID and the amount you wish to refund.
Merchant can choose to make a full refund or a partial refund.
To make a partial refund, simply set the amount to be less than the original amount captured.
To make a full refund, the amount must be equal to the original amount captured.
Step 1: Click refund from the main menu under credit card
Step 2: Merchant can use magnifier icon to look up a transaction
Note: fields with red asterisk are required fields as set by the Affiliate.
Step 3: Enter the Transaction ID of the original transaction you wish to void. Click void to
complete.
Transaction Successful
Advanced features
Adding and deleting fields
Step 1: Merchants can add or delete non-required fields by clicking the gear.
Step 2: Additional fields are pulled up. Toggle the fields on or off by clicking the boxed X. Click
the disk to save changes.
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