How do I use the virtual terminal to perform a transaction?

Posted: Oct 20, 2016

  1. Open Virtual Terminal by clicking on the Virtual Terminal button on ROAMmerchant’s App Dashboard.

 

  1. You will now be presented with the Virtual Terminal screen, as shown below:

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  1. Enter the following information:
    • Amount: This field is required, and the value should not exceed $100,000.00
    • Discount: The discount should not exceed the amount.
    • Discount Description (optional)
    • Tax
    • Tip
  1. Under Payment Information, you have the option to select the Tender Type. If card, then you will be prompted to enter the following information:
    • Card Number
    • Expiration Date
    • CVV
    • Postal Code
    • Customer’s email address (to email the receipt to your customer)

If cash, you will be prompted to enter the following, separate information:

  • Cash Received
  • Customer’s email address (to email the receipt to your customer)
  1. Click on the Enter Purchase Notes (Optional) link if you wish to enter a Transaction Note and Invoice Number for reporting purposes.

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  1. Click on the Enter Customer Information (Optional) link to enter your customer’s contact information.

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  1. Click on Review Order to check the order before submitting.

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  1. After reviewing the order, click on Submit to submit the transactions. You will then receive a response from the processor, approving or declining the transaction.
  2. Click OK to return to the virtual terminal.

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