Available Actions
  • 12 Jun 2023
  • 1 Minute to read
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Available Actions

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Article Summary

The Virtual Terminal has the capability to capture a New Single Charge or create a New Payment Method. Users are able to select which screen they would like to use by selecting an Action value.
J_06_Available Actions

New Single Charge

The Action = "New Single Charge" creates a new Transaction for the user. Action = "New Single Charge" has the following fields available out of the box:

  • Payment Gateway: This field is only visible if your org has more that one Payment Gateway.
  • Related To: Use this field to relate to an Account, Contact, or Lead.
  • Parent Object: This field is a lookup to the Transaction Parent.
  • Payment Method: Only valid Payment Methods for the selected Payment Gateway will be available in this list.
  • Description: Optional
  • Amount - Set to the amount you would like to charge.
  • Currency: This field includes a picklist of available currencies.
  • Process Type: Choose from "Capture Now", "Auto-Process", or "Authorize Now".
Known Salesforce Issue

If, after capturing a Transaction, the Virtual Terminal component displays an error message at the bottom of the widow refresh your page. This error occurs due to a know Salesforce issue. Read more here.

New Payment Method

The Action = "New Payment Method" gives users the ability to add a new Payment Method to a related Account, Contact, or Lead record. Users can add either credit card or bank account details.