Point of Sale Solution Back Office Virtual Terminal One-Time Payment

When entering a sale in the Point of Sale Virtual Terminal, all required fields with an asterisk (*) must be completed before the transaction can be processed. After entering transaction details—such as customer name, sale amount, and billing address—you can charge the one-time payment to either a credit card or a gift card. Once processed, the transaction appears in your Orders report.

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• This video covers how to process a one-time payment through the Virtual Terminal in the Point of Sale Solution Back Office.
• To process a one-time payment, click Virtual Terminal, then One-Time Payment.
• In the Order Detail section, enter the customer's name and select from the populated drop-down list.
• If the customer is new, they must be created before proceeding.
• If the order includes items from your inventory, click Itemize sale, then search, and select an item from the drop-down list.
• Click add item. Continue to add additional items the same way.
• If the order does not include a product, ensure the itemized toggle is clicked off, enter the sale amount, and select the tax option.
• Click next. In the address detail section, review the address details, then click next.
• In the payment detail section, select a payment type.
• To pay with the credit card, click Credit Card and complete the fields.
• To pay with the gift card, click Gift Card and enter the gift card number and PIN.
• Click Submit.
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 NOTE:
Cash and check payments cannot be processed through the Point of Sale Virtual Terminal. 

To process a one-time payment

1. Log in to the Point of Sale Solution and select Virtual Terminal > One-Time Payment. 
   
   
2. In the Order details section, begin entering the customer name and select it from the dropdown list. If the customer is new, click Add New Customer to create a customer profile before proceeding.
   
   

   To create a new customer

   
   

   1. Click Add new customer.
       
   2. Enter the Email and Mobile number fields (required). 
   3. (Optional) Complete additional fields, such as the first name, last name, date of birth, country and address. 
      
      
   4. Click Save.
3. Complete the sale information: 

   To enter a single sale amount

   
   

   1. Enter the Sale amount.
       
   2. Choose a tax option, then click Next: 
      • Select Price includes tax if tax is included. 
      • Select a tax rate from the dropdown list If your price does not include the tax, select a tax from the dropdown list.

   
   

   To itemize the sale amount

   
   

   1. Enable Itemized sale. 
   2. Enter the item name in the Search item field and select from the populated dropdown list.
       
   3. Click Add item. The sale amount and taxes of the items will automatically be added.
   4. Click Next.
       
4. Review the address details and click Next.
    
5. In the Payment details section, choose a payment type:

   To pay with a credit card

   
   

   1. Click Credit Card.
       
   2. Click Checkout With Card.
       
   3. Enter Card Number, Expiration, and Security Code. Click Continue.
       
   4. Click Confirm and Continue.
       

   
   

   To pay with a gift card

   
   

   1. Click Gift card.
       
   2. Enter the Gift card number and PIN.
       

   
   
6. Click Submit.