Perform a Transaction

Only Applicable for Merchant Accounts

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.