How do I use Virtual Terminal?

There may be times when you need to process an additional charge on the customer's order. Perhaps due to an increase in shipping, or maybe the shopper simply wanted to add an item to their order after it was placed.

For these types of situations, the Virtual Terminal can come in handy. To use Virtual Terminal, follow these steps:

Log into your Shift4Shop Online Store Manager
Using the left hand navigation menu, go to Orders >Manage Orders
Locate and open the order that you would like to use Virtual Terminal On.

Tip
These instructions assume that you've already made the changes to the order to increase the balance on the order. For example, increasing the shipping amount, increasing the unit price or number of units, etc. Anything that would increase the total on the order and result in a balance being owed.

While viewing the order details, look to the top right of the page and locate the "Actions" button

Click on the "Actions" button and select "Virtual Terminal"

The customer's billing and shipping information will be populated in the fields (taken from the order).

Scroll down to the Payment Details section
Select the payment method* from your store that will be used to process the new payment.

*Note
While Virtual Terminal will be available with most gateways, there are some that it won't work with. This includes redirect payment gateways (like PayPal Standard and Express), and hosted gateways (like PayPal Advanced and PayPal Payflow Pro Link).

Enter the customer's credit card information and the amount that will be charged
Scroll back to the top and click on the "Process Payment" button to charge the customer's card.

Tip
The main function of the Virtual Terminal is to process a live charge to the customer for additional balances on the order. It is not intended for refunds or crediting charges to the customer. Furthermore, you will need to have the customer's credit card information on hand to enter it into the terminal.

However, if your particular gateway offers tokenization (example: Authorize.net's CIM module), then you may also have the option to charge the "card on file" when using virtual terminal.

Transaction Notes and Notificaiton

You can add notes to the transaction before processing the payment. Furthermore, as the payment is processed, the store will also email your customer details of the transaction and your saved notes.

If you would like to prevent the email from being sent out, place a mark in the "Disable Virtual Terminal Activity email" checkbox, which is located just above the credit card's expiration fields. (you'll see it as you're scrolling up to process the transaction.)