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

When entering a sale in the Point of Sale Virtual Terminal, required fields with an asterisk must be filled to completed the process. After entering transaction information like customer name, sale amount, and billing address, the one-time payment can be charged to either a credit card or gift card. Once processed, the transaction will populate in your orders report.

 NOTE:
Cash or check payments cannot be processed through the Point of Sale Virtual Terminal. 

To process a one-time payment

1. In the , select Virtual Terminal > One-Time Payment.
   
   
2. In the Order details section, begin entering the customer name and select from the populated dropdown list. If the customer is new, they must be created in order to proceed.
    

   To create a customer

   
   

   1. Click Add new customer.
       
   2. Complete the Email and Mobile number fields. (Optional) Complete additional fields: First name and Last name, Date of birth, Country, and address fields. 
      
      
   3. Click Save.
3. (Optional) Enter a Purchase order number.
4. Complete the sale information: 

   To enter a single sale amount

   
   

   1. Enter a price in the Sale amount field.
       
   2. Choose a tax option, then click Next: 
      • If your price already includes the tax, select the Price includes tax checkbox. 
      • 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.
       
5. In the Address details section, click Add shipping.
   
   
6. If the shipping address is the same as the billing address, click Next. If the shipping address is different, it must be added.

   To add a different shipping address

   
   

   1. Deselect the Shipping address is the same as billing address checkbox.
      
      
   2. Complete the information fields.
       
   3. Click Next.

   
   
7. In the Payment details section, choose a payment type:
   • Click Credit Card and enter the card number, expiration date, CVV, and select a credit card type from the dropdown. 
   • Click Gift card and enter the Gift card number and PIN.
     
     
8. Click Submit.