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

  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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For additional support, please refer to the Support Page in your merchant portal or contact your ISO contact.