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Creating a Virtual Terminal with Dejavoo Terminal

Overview: 

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

Follow these steps to create a virtual terminal transaction with a Dejavoo 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 Dejavoo option to navigate.

Step 4: Click the Dejavoo option to navigate.

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

Step 5: You will then be taken to the Virtual Terminal Dejavoo 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: Select a Dejavoo Terminal from the dropdown menu. You can also manually add a tip and apply a discount using the discount code dropdown menu.

Step 9: Select a Dejavoo Terminal from the dropdown menu. You can also manually add a tip and 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 Dejavoo Terminal Payment button in the transaction summary overview. Once successfully processed, you will be taken to the Transaction Summary page.

Step 11: Once all is set, proceed by clicking the Dejavoo Terminal Payment button in the transaction summary overview. Once successfully processed, you will be taken to the Transaction Summary page.

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