Virtual Terminal: Everything You Need to Know

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 your 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 12 am this morning

2. ‘All Other Transactions’ - These are the other transactions made prior to 12 am 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Is this page out of date / missing information?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 Manager if so. We will strive to ensure it gets updated as quickly as possible.