Perform a Transaction

Perform a Transaction

1. Navigate to Virtual Terminal in the Sidebar Menu.

2. Select Sale, Recurring, Authorization, Refund, E-Invoice, QR, Cash, or Gift Card tab.

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. Confirm Customer Shipping and Billing Details.

8. Select Validate or Process Payment to continue the Transaction.

  • Validate = 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.

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