: Users with the following roles
can run a card sale:
- Merchant Manager
- Merchant Clerk
- Virtual Terminal Manager
- Virtual Terminal Clerk
- Virtual Terminal Only
Step 1. Click the Virtual Terminal tab.
Step 2. Click the Terminal drop-down menu and select the terminal you want to use for the sale.
Step 3. Click the Charge Type drop-down menu and select Sale.
Step 4. Click the Entry Mode drop-down menu and select either:
- Keyed – You are manually entering the card details.
- Swiped – You are using a magnetic-stripe reader to read the card details.
Step 5. (Optional) If you selected Keyed, click the Is the card present? down-down menu and select either:
Step 6. Complete the fields for Order Information.
: When completing the Order Information fields, remember the following:
- Do not include spaces in the Card Number field.
- You must complete fields marked with an * (asterisk).
Step 7. (Optional) Complete the fields for Customer Information.
Step 8. Click RUN TRANSACTION.
Step 9. (Optional) Print the receipt or email it to the customer.
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Tags: virtual terminal, debit sale, credit sale, openedge view, card transaction