Virtual Terminal

The Virtual Terminal feature gives users the ability to collect payments from almost anywhere including:

• Lightning Experience Sidebar
• Lightning Experience Utility Bar
• Salesforce Classic
• Salesforce1 Mobile App

Check out this overview video to learn how to use the Virtual Terminal.

Set Up the Virtual Terminal in Salesforce Lightning

Before you can test the BT Payments Virtual Terminal component, you need to add it to your Salesforce org.

There are several places you can add this component. If you want to take a payment from an Opportunity, add the Virtual Terminal to the Opportunity page layout. Or if you want to take payment from the Invoice object, add it to the Invoice page layout.

While the steps to add the BT Payments Virtual Terminal are the same, it's a good idea to decide where to put it first.

Complete the steps below to set up the BT Payments Virtual Terminal in Salesforce Lightning.

1. Navigate to the record where you want to place the BT Payments Virtual Terminal.
2. Click the Gear icon.
3. Click Edit Page.
4. On the left-hand side, select the BT Payments Virtual Terminal Visualforce component and drag and drop it into the Related column.
5. Set the Virtualforce Page Name = "Virtual Terminal".
6. Set the Height (in pixels) = “660”.
7. Click Save.

To add the Virtual Terminal to any page layout, the Salesforce Mobile App, the Lightning Utility Bar, or your Experience Cloud, click here.

Customize the Virtual Terminal

Now that the BT Payments Virtual Terminal is added to your page layout, you can perform customizations that will make it even more powerful.

There are two types of customizations you can perform.

• Click here to learn about pre-filling the fields.
• Click here to learn about setting default values/actions for each field.

Allowlist your Domain for the Virtual Terminal

When using the Virtual Terminal, you are required to allowlist any custom domains you are using. This allows Salesforce to enable your domain for Visualforce Inline Frames.

1. Click the Gear icon.
2. Click Setup.
3. In the Quick Find box, search for and click "Session Setting".
4. Under the Trusted Domains for Inline Frames section, click Add Domain.
5. Enter "https://.lightning.force.com".
   (Example: if your domain-instance-name is "blackthornio", the new domain will be https://blackthornio.lightning.force.com)
6. Click Save.