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Processing a Sale

The essential function of the Virtual Terminal- Processing Transactions!

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Batch Capture

Steps for automatically or manually closing your batches.

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Recurring Billing

Learn how to set up new, edit existing and manage recurring billing transactions.

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Voids & Refunds

Procedures for voiding a transaction in an open batch, or issuing a refund.

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Account Activation

Alright, let’s get to work! Here’s how to activate your new account.

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Roles

How to edit existing (and create new) user roles for your Virtual Terminal.

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Users

How to add additional users and manage their profiles.

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Risk & Fraud Settings

How to adjust Risk & Fraud Settings for your organization.

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Products

Learn how to upload and manage your product inventory into the Virtual Terminal.

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Terminal Settings

Configure auto-batch time preferences, Level 2 Data, and nicknames for your terminals.

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Branding

Configure branding items like web addresses and logos to display within Virtual Terminal and on customer receipts.

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Shipping/Tax Rates

Configure your local tax rate and shipping costs to make checkout faster!

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Other Admin Settings

Find out more about Validated Devices, 3rd Party API Access, and auto-print settings.

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Reporting

Get a whole new level of insight into your business- Learn about our standard and custom reports here.

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Customers

How to Add
and Manage Customers

System

Browser Requirements
& Local Settings

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FAQ

Answers to Common Questions

Did You Know? (Coming Soon!)

Tips and Best Practices

Hardware

User Guides & Instructions

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