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

Posted: Aug 31, 2015

  1. Open Virtual Terminal by clicking on the Virtual Terminal button on myROAM’s App Dashboard.Virtual Terminal Main
  2. Enter the following information
    • Amount: This value should not exceed $100,000.
    • Discount: This value should not exceed the Amount.
    • Tax
    • Tip
  3. Under Choose Payment Type, click on the Cash button.Virtual Terminal Main
  4. Enter the cash received from your customer in the Cash Received field.
  5. Enter customer’s email address if you wish to email the transaction receipt to the customer.
  6. Click on the Enter Purchase Notes (Optional) link if you wish to enter Purchase Notes and Invoice Number for reporting purposes.Purchase Notes
  7. To include Purchase Notes and Invoice Number of the transaction receipt check the check-box.
  8. Click on the Enter Customer Information ( Optional ) link to enter your customer’s contact information.Customer Information
  9. Click on Review Order to check the order before submitting.Review Order Cash
  10. After reviewing the order click on the Make Payment button to submit the transaction.
  11. Click OK to return to the Virtual Terminal.