How Do I Use Virtual Terminal? | Shift4Shop External

Use Virtual Terminal

There may be times when you need to process an additional charge on the customer's order. Perhaps due to an increase in shipping, or maybe the shopper simply wanted to add an item to their order after it was placed.

For these types of situations, the Virtual Terminal can come in handy. To use Virtual Terminal, follow these steps:

Log into your Shift4Shop Online Store Manager.
Using the left navigation menu, go to Orders > Manage Orders.
Locate and open the order that you would like to use Virtual Terminal On.

While viewing the order details, look to the top right of the page and locate the Actions button.

Click on the Actions button and select Virtual Terminal.

The customer's billing and shipping information will be populated in the fields (taken from the order).

Scroll down to the Payment Details section.
Select the payment method* from your store that will be used to process the new payment.

7. Enter the customer's credit card information and the amount that will be charged

8. Scroll back to the top and click on the "Process Payment" button to charge the customer's card.

Transaction Notes and Notification

You can add notes to the transaction before processing the payment. Furthermore, as the payment is processed, the store will also email your customer details of the transaction and your saved notes.

If you would like to prevent the email from being sent out, place a mark in the "Disable Virtual Terminal Activity email" checkbox, which is located just above the credit card's expiration fields. (you'll see it as you scroll up to process the transaction.)