Get Started
Skip to main content
< All Topics
Print

Creating a Virtual Terminal with Clover Terminal

Posted
Updated
Bytimothy A
Views8

Overview: 

Creating a virtual terminal with a Clover terminal allows you to process card payments using a connected Clover device. This enables secure, in-person transactions while automatically recording payment details in your system for accurate tracking and reporting.

Follow these steps to create a virtual terminal transaction with a Clover terminal:

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 Select Terminal dropdown menu.
Step 3: Click the Select Terminal dropdown menu.
Step 4: Click the Clover option to navigate.
Step 4: Click the Clover option to navigate.

Step 5: You will then be taken to the Virtual Terminal Clover view.

Step 5: You will then be taken to the Virtual Terminal Clover view.

Step 6: 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: 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 7: Next, open the Line Items section and 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: 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 8: Toggle the switch to display the surcharge details as needed.

Step 8: You can toggle the switch on or off to display the surcharge details as needed.

Step 9: Click the Get Terminal List button. A pop-up window will appear, prompting you to configure it before applying.

Step 9: Click the Get Terminal List button. A pop-up window will appear, prompting you to configure it before applying.

Step 10: You can also manually add a tip and apply a discount using the discount code dropdown menu.

Step 10: You can also manually add a tip and apply a discount using the discount code dropdown menu.

Step 11: You can view the transaction summary on the right-hand side of your screen for a complete overview.

Step 11: You can view the transaction summary on the right-hand side of your screen for a complete overview.

Step 12: Once all is set, proceed by clicking the Clover Terminal Payment button in the transaction summary overview. Once successfully processed, you will be taken to the Transaction Summary page.

Step 12: Once all is set, proceed by clicking the Clover Terminal Payment button in the transaction summary overview. Once successfully processed, you will be taken to the Transaction Summary page.

No related posts.

Table of Contents
Scroll to Top

Software Login

app.deposyt.com

Login

Merchant Login

deposytdashboard.com

Login