Available Actions

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.

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".

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.