Processing Sales Transaction
To process the sales transaction:
Select the Take a Payment from the Virtual Terminal menu.
The Enter Payment window displays the Sale tab in two sections:
Card Information
Amount
The Card Information section includes the following fields for data entry:
Select Swiper
Select the device or peripheral from the dropdown list connected to the merchant portal. This field allows you to gather information by swiping, dipping, or tapping the card using the connected devices.
Note: The Card Number and Expiration Date fields display the captured data with asterisks (****), securing it.
Optional
Card Number
Enter the card number.
Required
Expiration Date
Select the expiration date of the card. The date is in MM/YY format.
Required
CSC
Enter the CSC number available on the card.
Required
Zip Code
Enter the zip code of your customer.
Optional
The Amount section includes the following fields for data entry:
Tax Exempt
Click the checkbox to exempt the tax amount.
Optional
Amount
Enter the sales amount. Decimal numbers are allowed.
Required
Delivery Fee
Enter the delivery fee.
Optional
Sales Tax
Enter the sales tax.
Optional
Tip
Enter the tip amount.
Optional
Surcharge Fee
Enter the surcharge fee.
Optional
When you enter data in the Amount section, the Total Amount To Charge To Card field displays the value of the sales transaction.
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