2 42000065467 2019-09-17T15:31:06-04:00 1 1 42000105311 false Virtual Terminal 1 2019-09-17T15:31:06-04:00 1 1 2019-09-17T15:33:09-04:00 0 0 A sale is a transaction that is authorized and captured, or flagged for settlement.  A sale does NOT need to be captured, as it is automatically flagged for settlement.  A sale cannot be voided and must be refunded to reverse the transaction. A sale can be entered by completing the following information: Credit Card Number The credit card number is the customers card number usually 15 or 16 characters in length. Credit Card Expiration The credit card expiration is the month and year of the expiration date that is displayed on the credit card. The expiration date must be entered in the format MMYY. For example, September 2019 should be entered as 0919. Amount The amount is the total amount the customer should be charged. The amount must be entered in the format XX.XX. For example, an amount of ten dollars must be entered 10.00. Additional Information may be supplied when processing a sale: Card Identifier: The card identifier is a three or four digit code that is assigned to a customer for verification purposes. This code is often displayed on the reverse side of a card or next to the credit card number. Order Information: The order information section allows merchants to enter additional information about the particular sale. In addition, the PO Number, Shipping or Freight, Tax, and Tax Exempt status is typically entered to support Level 2 Data requirements for purchase cards. Billing Information: The billing information section allows merchants to enter the customer's information. The billing address and zip code are used for AVS (Address Verification Services). Shipping Information: The shipping information section allows merchants to enter information about the order's shipping destination. If the customer's shipping information is identical to their billing information, the merchant may check "Same as Billing" <p>A sale is a transaction that is authorized and captured, or flagged for settlement.  A sale does NOT need to be captured, as it is automatically flagged for settlement.  A sale cannot be voided and must be refunded to reverse the transaction.<br><br>A sale can be entered by completing the following information:<br><br><strong>Credit Card Number</strong><br>The credit card number is the customers card number usually 15 or 16 characters in length.<br><br><strong>Credit Card Expiration</strong><br>The credit card expiration is the month and year of the expiration date that is displayed on the credit card. The expiration date must be entered in the format MMYY. For example, September 2019 should be entered as 0919.<br><br><strong>Amount</strong><br>The amount is the total amount the customer should be charged. The amount must be entered in the format XX.XX. For example, an amount of ten dollars must be entered 10.00.<br><br>Additional Information may be supplied when processing a sale:<br><br><strong>Card Identifier:</strong><br>The card identifier is a three or four digit code that is assigned to a customer for verification purposes. This code is often displayed on the reverse side of a card or next to the credit card number.<br><br><strong>Order Information:</strong><br>The order information section allows merchants to enter additional information about the particular sale. In addition, the PO Number, Shipping or Freight, Tax, and Tax Exempt status is typically entered to support Level 2 Data requirements for purchase cards.<br><br><strong>Billing Information:</strong><br>The billing information section allows merchants to enter the customer's information. The billing address and zip code are used for AVS (Address Verification Services).<br><br><strong>Shipping Information:</strong><br>The shipping information section allows merchants to enter information about the order's shipping destination. If the customer's shipping information is identical to their billing information, the merchant may check "Same as Billing" </p> 42000105311 32 42000064809 2019-09-17T15:33:09-04:00 42013925568 1 2 0 0 What is a Sale? 2019-09-25T19:12:43-04:00 42013925568 1 2019-09-17T15:35:37-04:00 0 0 Often when a product or order is not fulfilled immediately, merchants will authorize a transaction to be captured at a later time.  For example, once an order is placed, the transaction should be authorized.  Upon successful authorization, order processing should begin.  Once the order has been shipped, an authorization should and MUST be captured in order to flag the transaction for settlement.  Merchants can also VOID authorizations if they wish to cancel the authorization. Authorizations All information entered for authorizations is identical to the information entered for a sale. Please see the Virtual Terminal Sale information. Captures An authorization MUST be captured in order for the settlement to go through and the funds transferred. To capture an authorized transaction previously performed through the Paid system, click the "Capture" link under the Virtual Terminal section. The only required field is the Transaction ID. Voids A void can only be performed on an authorized transaction. To void an authorization, simply enter the Transaction ID in the void area under the Virtual Terminal section. What is a Transaction ID? The transaction ID is the Paid numerical transaction reference ID. This ID can be found within the Transaction Reports section of the merchant control panel. <p>Often when a product or order is not fulfilled immediately, merchants will authorize a transaction to be captured at a later time.  For example, once an order is placed, the transaction should be authorized.  Upon successful authorization, order processing should begin.  Once the order has been shipped, an authorization should and MUST be captured in order to flag the transaction for settlement.  Merchants can also VOID authorizations if they wish to cancel the authorization.<br><br><strong>Authorizations</strong><br>All information entered for authorizations is identical to the information entered for a sale. Please see the Virtual Terminal Sale information.<br><br><strong>Captures</strong><br>An authorization MUST be captured in order for the settlement to go through and the funds transferred. To capture an authorized transaction previously performed through the Paid system, click the "Capture" link under the Virtual Terminal section. The only required field is the Transaction ID.<br><br><strong>Voids</strong><br>A void can only be performed on an authorized transaction. To void an authorization, simply enter the Transaction ID in the void area under the Virtual Terminal section.<br><br><strong><em>What is a Transaction ID?</em></strong><br>The transaction ID is the Paid numerical transaction reference ID. This ID can be found within the Transaction Reports section of the merchant control panel.</p> 42000105311 24 42000064811 2019-09-26T14:48:53-04:00 42009804777 2 2 0 0 What is an Autorization, Capture, or Void? 2019-09-26T14:48:53-04:00 42013925568 1 2021-01-20T13:05:18-05:00 0 0 To add a customer: Login to the dashboard On the left hand side, click on Customers Next, click on Add customer Enter in the customer information and select Add Customer <p>To add a customer:</p><p><br></p><ol> <li>Login to the dashboard</li> <li>On the left hand side, click on <strong>Customers</strong><br><strong><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42073421363/original/dg6dfS7ruUUZDgedecEsbIx2w5oUVGZyIg.png?1630928700" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="42058482514"></strong><br> </li> <li>Next, click on <strong>Add customer</strong><br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42073421365/original/hGDglwt2552eVUWM4jy2_o2exi1McYR4pA.png?1630928701" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="42058482748"><br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42073421368/original/Hc3BeKc6BkGoqUNfSIX0jNMPfvrT-KrHGQ.png?1630928701" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="42058490304"><br> </li> <li>Enter in the customer information and select <strong>Add Customer</strong><br><strong><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42073421369/original/qE02-28Jfn7GIFP2AbAWIomgRyPHwiD2ig.png?1630928702" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="42058484232"></strong> </li> </ol> 42000105311 23 42000083000 2021-01-22T11:13:09-05:00 42009804777 3 2 0 0 How do I add a customer? 2021-01-22T11:22:38-05:00 42013925568 1 2021-01-20T14:21:23-05:00 0 0 To process a transaction: Login to the dashboard On the left-hand side, select Create Charge, then click on Quick Charge. First, enter in the Amount, Currency type, and any Notes for this transaction Next, select the Customer. If there is not a Payment Method added for the customer once select, please click on Add a payment method to add a card on file for this customer Once the payment details have been entered, select Pay Now On the pop-up window, select Yes to complete the payment, or Cancel to close the window <p>To process a transaction:</p><p><br></p><ol> <li>Login to the dashboard</li> <li>On the left-hand side, select <strong>Create Charge</strong>, then click on <strong>Quick Charge</strong>.<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42073421370/original/YJbAhdkP-aEnMWrdrci_LalYpaJMNHWPPw.png?1630928703" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="42058491118"><br> </li> <li>First, enter in the <em>Amount</em>, <em>Currency </em>type, and any <em>Notes </em>for this transaction<img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42073421371/original/d-lcrC86zdMTRPyw6WroFsxGEw5MczGnGA.png?1630928704" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="42058496825"><br> </li> <li>Next, select the Customer. If there is not a <em>Payment Method </em>added for the customer once select, please click on <strong>Add a payment method</strong> to add a card on file for this customer<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42073421372/original/-TuPt22EDT81Kx4GJnuwmvn0tptwLBCrzw.png?1630928704" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="42058496926"><br> </li> <li>Once the payment details have been entered, select <strong>Pay Now</strong><br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42073421374/original/NVY47AdQzAp3wEepsDyKKwOjo4gFvFjCCQ.png?1630928705" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="42058499382"> </li> <li>On the pop-up window, select <strong>Yes </strong>to complete the payment, or <strong>Cancel </strong>to close the window<br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42073421375/original/tc5Yc0ddKrj4QZeIIBYPyv5XtEXiaO2wJg.png?1630928706" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="42058499524"><br> </li> </ol><p><br></p> 42000105311 11 42000083010 2021-01-22T11:24:04-05:00 42009804777 4 2 0 0 How do I process a transaction with the virtual terminal? 2021-01-22T11:24:04-05:00 42013925568 1 2021-01-20T15:17:12-05:00 0 0 To add a payment method to a customer: Login to the dashboard On the left hand side, select Create Charge, and then click on Quick Charge Search for the customer under Payment Details, then click on Add a payment method In the pop up window, enter in the card information and select Save <p><span class="fr-view collab-annotatable" data-identifyelement="225" data-test-id="article-description" style="cursor: auto; position: relative; display: block;"></span></p><p data-identifyelement="226">To add a payment method to a customer:</p><ol data-identifyelement="227"> <li data-identifyelement="228">Login to the dashboard</li> <li data-identifyelement="229">On the left hand side, select <strong>Create Charge</strong>, and then click on <strong>Quick Charge</strong><br><strong><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42073421376/original/TENG75qUjZzZqF6cY1LLmEIGmwa6UioEKQ.png?1630928707" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="42058495224"></strong><br> </li> <li data-identifyelement="229">Search for the customer under <em>Payment Details</em>, then click on <strong>Add a payment method</strong><br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42073421377/original/FZ2GJD9VKqTMDz8L0nfxowpXV9PtRhEonQ.png?1630928707" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="42058495501"><br> </li> <li data-identifyelement="229">In the pop up window, enter in the card information and select <strong>Save</strong><br><strong><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42073421381/original/qk1MyY4ME7iZ4rcEkLpebED98dPo2drwhg.png?1630928708" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="42058495876"></strong> </li> </ol> 42000105311 22 42000083031 2021-01-22T11:23:00-05:00 42009804777 6 2 0 0 How do I add a payment method to a customer? 2021-01-22T11:23:00-05:00 42013925568 1 2021-01-20T17:29:46-05:00 0 0 To send an electronic invoice: Login to the dashboard Select PaidPayments  On the left-hand side, select Create Charge, and then Invoicing Fill out the invoicing information and select Send Invoice <p>To send an electronic invoice:</p><ol> <li><span class="fr-view" data-identifyelement="212" data-test-id="article-description">Login to the dashboard</span></li> <li> <span class="fr-view" data-identifyelement="212" data-test-id="article-description">Select <strong data-identifyelement="216">PaidPayments</strong><br data-identifyelement="217"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42073421409/original/eosGnqOw3iFtyMGt3fQ3gBBhWUrCKtUs-A.png?1630928717" style="width: auto;" class="fr-fic fr-fil fr-dib inline-image" data-id="42058504806" data-attachment="[object Object]"></span><br><br> </li> <li> On the left-hand side, select <strong>Create Charge</strong>, and then <strong>Invoicing</strong><br><strong><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42073421410/original/0x1hNRNiH-jPBXC1hJF3WusRsJfzv-1NdA.png?1630928718" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="42058504891"></strong><br> </li> <li>Fill out the invoicing information and select <strong>Send Invoice</strong><br><strong><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42073421411/original/8ElQusT9OORO3yNmbB67kGgbXVg-pdKNeQ.png?1630928719" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="42058505237"></strong> </li> </ol> 42000105311 11 42000083038 2021-01-22T14:01:39-05:00 42013925568 10 2 0 0 How do I send an Invoice to a customer? 2021-01-22T14:01:39-05:00 42013925568 1 2021-01-20T17:57:37-05:00 0 0 To setup a subscription: Login to the dashboard and select PaidPayments On the left hand side, select Create Charge and then Subscriptions  Fill out the subscription information listed. Select one of the Payment Methods listed to charge the customer. Once complete, click on Start Subscription <p>To setup a subscription:</p><ol> <li><span class="fr-view collab-annotatable" data-identifyelement="212" data-test-id="article-description" style="cursor: auto; position: relative; display: block;">Login to the dashboard and select <strong data-identifyelement="216">PaidPayments</strong><br data-identifyelement="217"><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42073421412/original/EhfzTraoGupQBi6AXqwiEO_xc8QXKkV2eA.png?1630928719" style="width: auto;" class="fr-fic fr-fil fr-dib inline-image" data-id="42058506454" data-attachment="[object Object]"></span></li> <li> <span class="fr-view collab-annotatable" data-identifyelement="212" data-test-id="article-description" style="cursor: auto; position: relative; display: block;">On the left hand side, select <strong>Create Charge</strong> and then <strong>Subscriptions</strong></span> <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42073421413/original/Nc67iwzV90GS8b-MOsFI70ySriGTLLNM0A.png?1630928720" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="42058506493"><br> </li> <li>Fill out the subscription information listed. Select one of the <em>Payment Methods</em> listed to charge the customer. Once complete, click on <strong>Start Subscription</strong><br><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42073421414/original/2ie-_WhtArbwrWogpibDoJrovRBTRjI1Ng.png?1630928721" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="42058506918"> </li> </ol> 42000105311 19 42000083040 2021-01-25T15:45:40-05:00 42009804777 11 2 0 0 How do I setup a Subscription for a customer? 2021-01-25T15:45:41-05:00 42013925568