Virtual Terminal: Everything You Need to Know 2.0

Modified on Wed, 8 Nov, 2023 at 9:29 PM

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 with Virtual Terminal



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2. How do I pass on a surcharge? 



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3. Emailing Receipts

  • After finished a transaction, you will be able to do this from within the Virtual Terminal Interface.


  • Later, you will also be able to email a receipt from from "Sales" menu

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4. Downloading Receipts



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5. Viewing Transactions

In your ‘Sales’ menu, you will notice you have two items:

  1. ‘Today’ - These are your Virtual Terminal's transactions which have been processed from 12 am this morning

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


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6. Processing Refunds


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7. Searching a Transaction with Reference number


  • You can search with full or part of reference number

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8. Searching a Transaction with dollar

  • You can search with any number formart


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9. Filtering Transactions




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10. Downloading list of transactions 

  • You can export a list of transactions (to a .csv file)
  • From Sales/'Today' menu, you can download list of Today's Virtual Terminal transactions:


  • From Sales/'History' menu, you can download list of remaining transactions:

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Is this page out of date / missing information?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.

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