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Virtual Terminal

Virtual Terminal is used to process card-not-present transactions directly from the Merchant Portal. It is designed for MOTO scenarios such as telephone orders, mail orders, and manual payment entry when the customer is not physically present.

Before You Begin​

important

MOTO transactions must be enabled on your merchant account by the NetValve team before you can use Virtual Terminal.

Once MOTO has been enabled, a Merchant Portal administrator can grant individual users permission to process MOTO transactions.

Grant User Access​

To grant a user permission to process MOTO transactions:

  1. Log in to the Merchant Portal.
  2. Navigate to Teams.
  3. Select Edit User for the relevant user.
  4. Enable the Allow MOTO/Direct Marketing Transactions checkbox.
  5. Save the changes.

Process a Sale Transaction​

To process a sale using Virtual Terminal:

  1. Navigate to Virtual Terminal in the Merchant Portal.
  2. Select the Merchant Account.
  3. Enter all the required payment details.
  4. Select Charge.
  5. Review the transaction details.
  6. Select Confirm Charge to submit the transaction.
  7. Once the transaction is successful, select Open Transaction to view the transaction details.

Retry a Failed Payment​

The available retry option depends on the reason the transaction failed.

Use a Different Card​

Use this option to retry the payment with a different card.

  1. On the failed payment page, select Use a different card.
  2. Enter the new card details.
  3. Submit the payment again.

Try Again​

When a transaction fails because of a technical fault or another reason, the failed payment page may display a Try again button.

  1. Select Try again on the failed payment page.
  2. Follow the prompts to retry the payment.

Correct the Details and Try Again​

When a transaction is declined by the gateway, the failed payment page may display the Correct the details and try again option.

  1. Select Correct the details and try again.
  2. Enter the corrected payment details.
  3. Submit the payment again.

Process an Authorization Transaction​

To process an authorization-only transaction using Virtual Terminal:

  1. Navigate to Virtual Terminal in the Merchant Portal.
  2. Select the Merchant Account.
  3. Enter all the required payment details.
  4. Select Authorization only.
  5. Select Authorize.
  6. Confirm that the authorization transaction was successful.