📝 Overview
If you are unable to access your software or your credit card terminal, CardPointe's Virtual Terminal has you covered. This tool lets you securely process payments directly through your merchant portal, ensuring seamless transactions no matter the situation.
⚠️ Important Note: Transactions processed through the Virtual Terminal do not automatically sync with DaySmart Software. If you use the Virtual Terminal to complete a payment, you will need to manually update and close the corresponding ticket within DaySmart Software to ensure accurate records and reporting.
🖥️ Processing a Transaction through the Virtual Terminal
The Virtual Terminal allows you to manually process payments through your CardPointe merchant portal.
Click the arrow to learn how to complete a transaction through the Virtual Terminal
Click the arrow to learn how to complete a transaction through the Virtual Terminal
Log into CardPointe.
Navigate to the Virtual Terminal tab.
If you have multiple merchant IDs, select the desired merchant ID from the location dropdown.
Choose Sale from the second dropdown.
Choose Authorize and Capture from the third dropdown.
If you have the client's card saved on file, you can search their name in the Search for customer bar.
If you do not have their information saved on file, fill out the details on the page to add the Name on Card and the Card Information (only if processing manually/without a terminal).
At the bottom, enter the sale amount in the Amount field, under Transaction Details.
If you are checking out using a terminal, click Device/Terminal Card Entry in the Add New Credit Card section.
If you are processing manually, click Process Transaction at the bottom of the screen.
Be sure to manually close the ticket in DaySmart Software to keep your reporting accurate and up to date.