Make a Manual Sale without Multi-Bill Pay

The ability to manually key in a credit card payment using a keyboard depends on your account settings. Follow these steps to process a manual card sale:

1. Click Transactions. Then select Make Sale.
   
2. The Bills to Pay screen will pop up. Enter the Bill Type, the Customer ID, the account number, and the amount, and click Pay to continue to the payment screen. All fields with an asterisk (*) are required.
   
   
   

3. Select Manual Entry.
   
   NOTE: If you do not have a PIN Pad enabled, this pop-up screen will not appear. Proceed to the next step.
   
   
   
   
4. Enter the required information for all sections with a red asterisk (*). You can select which fields are required in the Billing Information section.
   
   
5. Once completed, click Pay.
6.  After the payment is processed successfully, Bill Pay VirtualTerminal will present you with a receipt page which can be saved to your PC as a PDF or printed to your local printer. If the payor’s email was entered, a copy of the receipt will be emailed to them automatically.

Make a Manual Sale with Multi-Bill Pay

Multi-Bill Pay allows you to combine bills together into a single credit card or ACH transaction. For more information on Multi-Bill Pay and how to enable it, please contact customer service.

1. Click Transactions. Then select Make Sale.
   
2. Click Add Bill.
   
3. The Bills to Pay screen will pop up. Enter the information, and click Add. All fields with an asterisk (*) are required.
   The Bill Types available will reflect the options up in MerchantView.
4. To add more bills to pay, repeat Steps 2 & 3.
5. Once items are added, the amounts can be changed on the Bills to Pay screen.
   

6. Once all bills are added, click Pay. 
7. Select Manual Entry.
   NOTE: If you do not have a PIN Pad enabled, this pop-up screen will not appear. Proceed to the next step.
8. Enter the required information for all sections with a red asterisk (*).
   
9. Once complete click Pay.
10. Once you have successfully processed the transaction, the receipt will appear in Virtual Terminal.
    

Make a Sale with a PIN Pad

1. Click Transactions. Then select Make Sale.
   
2. Select the desired Bill Type. Then, enter the Bill IDs and the amount to process.
   
3. Click Pay.
4. Click PIN Pad.
   
5. A pop-up window will direct your attention to the device.
   
   
   
6. Insert the card, regardless of device. Prompts on the device will direct you.
   Images are for the A920. Other PAX devices and PIN Pads look similar.
   
7. After entering the card, you will be prompted to confirm the amount. Ingenico PIN Pads will prompt you to confirm the amount
   .
8. An approval message will appear if the transaction was successful, followed by a prompt to sign on the device (if signature is required).
   
   
   
9. Once you have successfully completed the transaction, receipt options will be present- ed on the device to print a physical receipt using the device’s integrated printer. Re- gardless of the print option you choose on the device, a pdf version of the receipt will still populate in Virtual Terminal afterwards.
   

Stored Payment Transaction

1. Locate the desired customer by using the Search feature located under Customers on the sidebar.
   
2. Once the customer is located, their stored payments will be found at the bottom of the screen. Select the $ button in the Actions column.
   
   
   
3. Depending on your merchant settings, you will be taken to either the Blind Pay screen or the Bill Search screen.
   
   Blind Pay: Select the desired Bill Type, fill in the bill’s specific identifiers, and enter the amount you would like to pay in the Amount field.
   
   
   Bill Search: Select the Bill Type and fill in the bill’s specific identifiers. Select search to locate the bill to be paid.
   
   
   
4. Select Pay.
5. On the payment screen that follows, you will find the payment method is already selected. Complete any remaining required fields and click Pay.
   

Future Dated Payment Transactions

 Future dated payment transactions are only available to merchants with that setting enabled. The payments can only be used for card-not-present transactions. For more information about enabling this feature, please contact customer service.

1. Begin through a manual transaction or through the stored payment method.
2. Select the desired processing date for the transaction by selecting a future date in the Payment will process on field. Clicking into the field will bring up a convenient calendar from which you can select your preferred date.
   
3. Complete any remaining required fields and click Pay to complete the transaction.

ACH Transactions

 ACH transactions must be enabled in the merchant settings. To add ACH processing to your account, please contact your Relationship Manager for more information.

1. Follow the same steps as a manual transaction.
2. Under Payment Method, select eCheck.
   
3. Complete all required fields marked by an asterisk(*).
4. To submit the payment, you must check the authorization of payment box to acknowledge that you have obtained the account holder’s authorization. Once checked, click Pay.
   
   

Receipt Printing

After successfully completing a transaction, a receipt page will appear. From here, you can do the following:

• Print to your local printer
• Download a PDF copy

If an email was provided in the Payor details, a receipt will be sent to the customer automatically.

A920 and A80 will allow you to print from the device using the PIN Pad’s receipt paper by following the prompts on the PIN Pad immediately after the transaction.

The receipt can always be accessed in the View History tab within MerchantView.

Signatures obtained directly on the iSC250 or on the A80 and A920 PAX devices will appear on the Virtual Terminal receipts, but they will not appear on receipts printed from

the devices.

Use the sidebar to navigate back to the Virtual Terminal.