Need to collect a payment on the spot? The Virtual Sell page is your go-to tool for quick, flexible transactions — no invoice required. Whether you're charging a regular customer or ringing up a one-time sale, here's how to get it done.

Step 1: Enter the amount

Type in the amount you want to charge. Use the Include Tax toggle to decide whether or not tax should be applied and shown on the receipt.

Step 2: Assign a customer (optional)

Under Charge to Customer, you can:

• Search and select an existing customer
• Click Add customer to create a new one
• Or leave this blank if you're not assigning the transaction to anyone

Step 3: Select payment method

Add any notes you might want to reference later, then click Select Payment Method. Choose how your customer wants to pay.

⭐ Want to accept ACH payments? Reach out to your Payments Manager+ rep to get started.

Step 4: Complete the payment

Fill out the fields for the payment method you selected. Need to change it? Click Change Payment to go back.

Step 5: Send the receipt (optional)

Once the payment goes through, you’ll have the option to send a receipt by email or SMS. Quick, easy, and professional.