How do I use the virtual terminal to perform a credit 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 field is required, and the value should not exceed $100,000.00
      • Discount: The discount should not exceed the amount.
      • Tax
      • Tip
    3. Under Choose Payment Type, click on the Credit button, and enter the following information:
      • Card Number
      • Expiration Date
      • CVV
      • Postal Code
      • Customer’s email address (to email the receipt to your customer)
    4. Click on the Enter Purchase Notes (Optional) link if you wish to enter Purchase Notes and Invoice Number for reporting purposes.Purchase Notes
    5. Click on the Enter Customer Information (Optional) link to enter your customer’s contact information.

      6. Customer Information

    6. Click on Review Order to check the order before submitting.Review Order
    7. After reviewing the order click on Make Payment to submit the transactions. You will then receive a response from the processor, approving or declining the transaction.
    8. Click OK to return to the virtual terminal.