Virtual Terminal Transaction Fields

Transaction Type (Required)Transaction types include Authorization, Sale, Credit, and Force.
Payment ProfileThis field will not appear if you only have one payment profile.
Transaction Amount (Required)The amount of the transaction.
Purchase IDThe purchase ID, sometimes referred to as the invoice ID, is input by you at the time of transaction processing. The value may appear on the cardholder statement and can be used for reconciliation purposes. This label is configurable in the Virtual Terminal Settings.
CustomerYou can load a pre-existing customer stored in the Customer Vault by typing either the Customer ID or the Customer’s Name. If you do not have Customer Vault enabled, you will not have this option.
Payment TypePayment Type will only be available if you accept both Credit Cards and ACH payments.
Payment Details (Required)Credit Card: Card Number, Expiration Date, and CVV Code.
ACH: Select Account Holder Type, Select Account Type, Routing Number, and Account Number.
NameThe first name and last name of the customer.
Business NameBusiness name of the customer.
PhonePhone number of the customer.
EmailEmail address of the customer.
Send ReceiptYou can send a receipt to the customer when running a transaction by clicking Yes. Click No if you do not wish to send the customer a transaction receipt. You can send a receipt after the transaction has been completed.
Billing Address (Zip Code Required)Billing address of the customer. Only ZIP Code is a required field.
You can change the Billing country by clicking on the on the current country (for example, the United States). You can choose the new Billing address country by searching for the country from the drop-down.
Shipping AddressShipping address of the customer. Here you can choose from four options:
None: No shipping address.
Copy From Billing: The shipping address is the same as the billing address.
Customer Address: Select from saved shipping addresses.
New Address: Add a shipping address for the customer.
Additional Payment Details
Customer Code (Optional): Customer code issued to the cardholder by their company for purchase tracking. Including this information is required for optimal interchange rate qualification. Suppose the cardholder does not have a customer code. In that case, you may enter an internal tracking identifier (Invoice number/PO number, etc.).

Tax amount (Optional): If a tax amount is included in your transaction, you can enter the tax amount here. The tax amount may be shown as a separate line item on your customer’s receipt or statement.

Manage Line Items (Optional): If a transactional line item is required, add the Description, Unit Cost, Unit of Measure, Quantity, Product Code, and Commodity Code for each line item. 

Note: Tax amount and line item amounts are for reporting purposes only and will not be reflected in the transaction amount.

Merchant Reference: A value created by you and used for reconciliation purposes.

Save This CustomerYou can save a new customer to the Customer Vault directly by clicking on the toggle next to Save This Customer?.

Assign a Customer ID to the new customer you wish to add to the Customer Vault. If you do not have Customer Vault enabled, you will not be able to save a customer.