1. Navigate to Virtual Terminal in the Sidebar Menu.

2. Select Sale, Authorization, Refund, E-Invoice, Cash within the selection box.

3. Insert the Amount of the Transaction.

4. Insert Customer Details:

• Phone Number
• Email
• Card Details
• Invoice Number (if necessary)
• Description (if necessary)

5. Check if Line Items are Included (Inventory)

• Enter an Item's SKU to populate Inventory details.
• Select if any Discounts apply to this Transaction.

6. Check if transaction is a Recurring Billing.

• Check whether Transaction is a Subscription or Installment
  • Subscription = Recurring Billing of Same Amount
  • Installment = Recurring Billing Totaling an Amount
• Select Billing Occurrence
  • Weekly, BiWeekly, Monthly
  • Charging Timeframe
• Expiration Timeframe

7. Confirm Customer Shipping and Billing Details.

8. Select Validate & Save or Process to continue Transaction.

• Validate & Save = To Schedule a Transaction for a Later Time (A Temporary Charge will be made to Confirm Card Activation)
• Process $(Amount) = To Process full Transaction Amount.

9. Verify Transaction Details & Customer Receipt Details.

10. Process to Finalize Transaction.