Virtual Terminal Upgrades: Everything you need to know

Modified on Tue, 27 Sep 2022 at 04:37 PM


If you've been assigned a new Virtual Terminal account, you will be able to access it in the Live Portal. 

Simply sign in with your existing LPay / MyWeb login credentials.



Frequently asked questions 

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1. How do I process a transaction?



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2. How do I set surcharges?

  • Soon, you will be able to configure your surcharges from within Settings > Surcharges > Virtual Terminal.
  • Over the coming months however, 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. How can I email Receipts?

There are multiple ways you can send receipts

  • Instantly - inside the Virtual Terminal Interface



  • Or later, by navigating to Transactions > [Click Transaction] > Actions > 'Send Email'



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5. How can I download receipts?

There are multiple ways you can download receipts:

  • Instantly - inside the Virtual Terminal Interface
  • Or later, via the transactions interface (See 4 above)


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6. How can I view my transactions?

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

  1. ‘Recent VT Transactions’ - These are transactions which have been processed since 12:00am this morning

  2. ‘All Other Transactions’ - These are the other transactions processed prior to today.

 


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7. How can I process a refund?

  • In the 'Transactions' tab, simply identify the transaction in question, click on it, navigate to actions and follow the prompts:


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8. How can I filter transactions?



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9. How can I search for transactions?

Searching by dollar value 

Searching by Reference Number

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10. How can I create, view, edit or delete a Sub-User?

  • The Sub-user functionality is scheduled for release before the end of 2022.We will keep you posted on these updates as they come through.

 

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11. How come my older transactions aren't appearing in the Live Portal? Is this normal?

  • Our team is hard at work migrating your older LPay transaction data through to the Live Portal.
  • We expect this to happen some time in October - November, 2022.
  • Until then, you will still need to access your older transaction data via the LPay Platform.


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12. How can I process refunds on my older LPay transactions?

  • The LPay Platform will remain live until December 2022.
  • Although you won't be able to process new transactions, you will still be able to view older transactions and process refunds as you normally would.


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13. What will happen to my daily settlement reports?

  • We strongly recommend you make a clear transition to the new Virtual Terminal, and immediately cease using the older LPay platform to process new transactions.
  • If you continue to use both portals to process Virtual Terminal transactions, you will receive two daily settlement reports: one for each.
  • Your older LPay settlement reports will remain live in MyWeb. Your new Virtual Terminal settlement reports will start to populate inside the Live Portal > Settlements 

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