Creating a Virtual Terminal with a Credit Card

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

Step 3: 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 4: 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 5: You can toggle the switch on or off to display the surcharge details as needed.

Step 6: Next is the Credit Card Details section, where you are prompted to enter the card details to apply to the terminal. You can also manage the billing and shipping addresses below.

Step 7: You can also add a tip and apply a discount using the discount code dropdown menu.

Step 8: You can view the transaction summary on the right-hand side of your screen for a complete overview.

Step 9: Once all is set, proceed by clicking the Charge button in the transaction summary overview.

Step 10: A pop-up window will appear, prompting you to choose whether to receive the 2FA code via SMS or email.

Step 11: Once selected, the code will be sent to your chosen option. Copy and paste it into the 2FA verification field.

Step 13: 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.