Virtual Terminal for One-Time Transactions

For one-time transactions, you'll go to Tools > Virtual Terminal

  1. Enter the amount and service/product description
  2. Under transaction type choose sale
  3. Enter credit card information
  4. For the billing information, you just need to enter the first and last name. Finally, review and submit the transaction.
  5. Choose print on the confirmation screen, then from the print box select Open as a PDF.
    1. Now save the receipt and drop it into the client's "Notes & Attachments" section in Salesforce
  6. When you submit the transaction, if it gives you an error that the bank is blocking the transaction, call the client so they can alert their bank to allow the transaction to go through or you can get another card.