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
Next, click on the
New Transaction drop-down in the right-hand corner of your screen and select
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
- Amount: The purchase amount
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.
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
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.