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Creating a Virtual Terminal with Cash Payment

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Bytimothy A
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Overview: 

Creating a virtual terminal with a cash payment allows you to manually record transactions made in cash within your system. This helps keep accurate financial records, track in-person payments, and maintain consistency across all payment methods.

Follow these steps to create a virtual terminal transaction with a cash payment:
Step 1: On your Dashboard, scroll down to the Sales section and click on Virtual Terminal.
Step 1: On your Dashboard, scroll down to the Sales section and click on Virtual Terminal.

Step 2: You will then be navigated to the Virtual Terminal (Credit Card) page, which is the default view.

Step 2: You will then be navigated to the Virtual Terminal (Credit Card) page, which is the default view.

Step 3: Click the Cash button to navigate.

Step 3: Click the Cash button to navigate.

Step 4: You will then be taken to the Virtual Terminal Cash view.

Step 4: You will then be taken to the Virtual Terminal Cash view.

Step 5: In the Customer section, you can either add a customer by selecting an existing one from the dropdown menu or manually create a new one.

Step 5: In the Customer section, you can either add a customer by selecting an existing one from the dropdown menu or manually create a new one.

Step 6: Next is the Line Items section, where you can add products by clicking + Add Line Items. A dropdown menu will appear where you can select your product. You can then manage the quantity and tax. You may also click + Add Line Items again to add more products.

Step 6: Next is the Line Items section, where you can add products by clicking + Add Line Items. A dropdown menu will appear where you can select your product. You can then manage the quantity and tax. You may also click + Add Line Items again to add more products.

Step 7: You can toggle the switch on or off to display the surcharge details as needed.

Step 7: You can toggle the switch on or off to display the surcharge details as needed.

Step 8: You can also manually add a tip and select the payment type from its dropdown menu.

Step 7: You can also manually add a tip and select the payment type from its dropdown menu.

Step 9: Next is the Attach Proof section, where you can upload a receipt or proof of payment for this transaction. You can also apply a discount using the discount code dropdown menu.

Step 9: Next is the Attach Proof section, where you can upload a receipt or proof of payment for this transaction. You can also apply a discount using the discount code dropdown menu.

Step 10: You can view the transaction summary on the right-hand side of your screen for a complete overview.

Step 10: You can view the transaction summary on the right-hand side of your screen for a complete overview.

Step 11: Once all is set, proceed by clicking the Record Cash Sale button in the transaction summary overview.

Step 11: Once all is set, proceed by clicking the Record Cash Sale button in the transaction summary overview.

Step 12: While processing, a pop-up notification will appear confirming that the order has been placed successfully. You will then be taken to the Transaction Summary page.

Step 12: While processing, a pop-up notification will appear confirming that the order has been placed successfully. You will then be taken to the Transaction Summary page.

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