Logging into Virtual Terminal 

1. Navigate to website: Heartlandpaymentservices.net/VT
2. Log in using the provided user credentials.
3. Once logged in, you will be taken to the main Virtual Terminal screen.
   
   

NOTE: You can also access the Virtual Terminal from within MerchantView by clicking on the Virtual Terminal tab as shown below.

Choose Your Merchant

If you have more than one merchant account assigned to your user, you can switch between the merchant accounts.

• Click the down arrow to produce a drop-down menu.
• Select the business you need.

Add a Customer

1. To add a customer, click Customers and the menu will drop down. Then click Add.
   
2. Fill out all information with a red asterisk next to it.
   
3. Fill out the pertinent information and click Save.

Store Payment Methods

1. At the bottom of the customer detail screen, select the blue plus sign to add an account.
   
2. Select payment method from the drop-down menu. Payment methods available will vary based on merchant account settings.
   
3. Enter data into all required fields in the payment method and billing information sections.
4. Click Submit.

Alternatively, you can bypass the manual card entry.

1. To bypass the manual card entry, you can click Add Swipe Card.
2. Follow instructions on your terminal device. It will then become available at the bottom of the customer details screen.

Edit Payment Methods

To edit a stored payment method, select the pencil icon. On the edit screen, you can only change the expiration date and billing information. Once you have completed your edits, click Submit to confirm.

Delete Payment Methods

To delete a stored payment method, press the trash can icon and click Yes to confirm.

Search for a Customer 

1. To search for a customer, click Customers and the menu will drop down. Then, click Search.
   
   
2. In the Customer Search box, you can search by customer name, email, or customer ID (email).
3. To select the customer, click on the desired customer profile from the list that appears.

Installing the Device Manager

1. Scroll to the bottom of the page to reveal the Device Manager section.
2. A download link will be in the sidebar under the Support section.
3. Hover over the Device Manager and click the here hyperlink. The download link can also be accessed by clicking Download Device Service in the Support section.

Please reference the Device Manager Install Guide for further installation instructions.

Linking PAX Devices

1.  Locate the Device Manager at the bottom of the right hand panel. Click on the ellipses (...).
   

2. Click on the Add Terminal button.
3. Type in your preferred name for the device you are registering (e.g., Front Desk). Device registration is user-based, so the process must be completed by each user who wishes to use that device. A device can be registered to as many users as needed. Once registered, a device will remain registered to that user until removed.
4. The Activation Code is found on the terminal by tapping the gear icon for settings within the Mobile Cashier application on your Pax Device.
   
   
   
5. Press the Get Activation Code button on your PAX device.
   
   
   

6.                Enter the code into Virtual Terminal. Click Submit.

7. Once successfully paired with Virtual Terminal, you will be able to see the devices at the bottom left-hand corner. You can switch between any devices you have registered to your username by clicking on the ellipses (...) and selecting from the list.

Bill Upload

This functionality is only available if the merchant has this setting enabled. When enabled, only a Merchant Admin role can access the Bill Upload link. For more information on enabling this setting, please contact the Bill Pay support team.

1. Locate the Bill Upload option on the left hand panel.
   
2. Select the Browse button and navigate to the bill file you would like to upload.
3. Select the file, and then select Open.
   
4. Once you have selected your file, you will be brought to the screen below. Click Upload to upload the file. Please note that uploading a bill file will overwrite the previously loaded bill.
   Reset will clear your selections and return you to Step 1.
   
5. The progress bar will show the upload progress.
   
6. Once uploaded, you will be able to view your uploaded bill in the Bill Search option. It may take up to 20 minutes for your uploaded bills to be accessible. If the bill fails to upload, a failed upload message will appear. If you are unsure why a bill failed to upload, please email productopsbillingsolutions@e-hps.com .