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Processing a Sale or a Pre-Authorization on the Virtual Terminal

You can process payments using only your Helcim Account and your computer, tablet, or mobile phone.

To process a payment using the Virtual Terminal click on Payments then Transactions. Next, click on the New Transaction drop-down in the right-hand corner of your screen and select Virtual Terminal. This will open up the Virtual Terminal where you can begin entering the Transaction Information.

  • Select Terminal: The terminal you would like to use for the transaction
  • Transaction Type: Either a Purchase or a Pre-Authorization
  • Amount: The purchase amount

Customer Information

Next, you can add the customer information. Leaving the radio button as On will allow you to manually add new customer information into the text boxes to create a new customer.

If the customer already exists in your Customer Manager, turn Auto-Generate to Off to search through your customer list and select the customer you want to assign the transaction to.

If you have selected an existing customer, their credit card information will auto-populate in the Credit Card Information field. You can also manually enter the information.

Invoice Information

You can also apply the transaction to an outstanding invoice by turning the radio button Off for Auto-Generate and searching in the text box for the invoice you want to reference. Clicking in the text box will also give you the option to select Add New Invoice.

If you select Add New Invoice additional fields will populate so you can customize your invoice.
Now, use the text boxes and drop-down fields to enter your information.

Type: Use the drop-down to select the type of invoice you're creating
Invoice Number: This will auto-generate, or you can manually edit the information
Currency: Use the drop-down to select the correct currency
Sales Tax Amount: Enter the tax for the invoice
PO Number: If a Purchase Order Number is required you can enter it here
Extra: Use this text box to add additional comments or details if needed

AVS Information

The Address Verification Service information will auto-populate if you have selected an existing customer. Otherwise, you can manually enter the information.

When all the information has been entered click on Process to complete the transaction.

Related Articles

Viewing and Searching Transaction History
Processing a Refund or a Void
Processing a Multi-Currency Transaction in the Virtual Terminal
Viewing Your Credit Card Batches
Batch Report Actions - Printing, Emailing, and Creating PDFs
Manually Settling a Batch
Managing Your Terminals and Customizing Batch Settings
Receipt Theme Designer
Exporting Transactions
An Overview of Helcim Payments
How to Process an EFT/ACH Transaction
ETF/ACH Batch Reports
Capturing and Managing Pre-Authorized Transactions
Using Helcim Fraud Defender

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