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
The New Single Charge
Action creates a new Transaction for the user. The New Single Charge
Action has the following fields available out of the box:
Payment Gateway - Only visible if your org has more that one Payment Gateway.
Related To - Use this field to relate a Account/Contact/Lead.
Parent Object - This field is a lookup to the Transaction Parent.
Payment Method - 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 - Picklist of available currencies.
Process Type - 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.
The New Payment Method
Action gives the availability to add a new Payment Method to a related Account/Contact/Lead. Users can add either credit card or bank account details.
Updated 7 months ago