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Your New Virtual Terminal


Live Payments is excited to announce the relaunch of our Virtual Terminal within our new and improved merchant portal. Offering a modern and mobile-friendly interface, you are now able to access you terminal and manage all your transactions and settings in one place. On top of offering a modern look and feel, the new portal is faster, more robust and offers improved reporting features so that you can run your business better.


How Do I Use the New Virtual Terminal?

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1. Processing a Transaction



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2. Setting Surcharges

  • Soon, you will be able to configure your surcharges from within Settings > Surcharges > Virtual Terminal.

  • Throughout the Beta tests, you will need to contact your Relationship Manager directly to configure this.

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3. How do I pass on a surcharge? 



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4. Emailing Receipts



  • At the time of writing, you will only be able to do this from within the Virtual Terminal Interface.

  • Soon, you will be able to email a receipt from any transaction within the ‘Transactions’ interface.

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5. Downloading Receipts


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6. Viewing Transactions

In your ‘Transactions’ tab, you will notice you have two tabs:

  1. ‘Recent VT Transactions’ - These are transactions which have been processed from 12am this morning

  2. ‘All Other Transactions’ - These are the other transactions made prior to 12am this morning

 

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7. Processing Refunds

  • Please refer to this article for guidance on how to process processing refunds.

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8. Filtering Transactions


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9 Searching for Transactions


9i) Searching by dollar value 

9ii) Searching by Reference Number

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10. Creating, Viewing, Editing and Deleting Sub-Users

  • The Sub-user functionality is scheduled for release before the end of June.

 

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Is this page out of date / missing information? Please contact your relationship maneger if so. We will strive to ensure it gets updated as quickly as possible.


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