Manage Virtual Terminal Custom Settings

The Blackthorn Payments | Virtual Terminal custom settings are hierarchical. This means you can apply custom settings at the organizational level for all users or for specific Salesforce users or users with specific profiles.

• Apply at the organizational level: click New above the “Default Organization Level Value” section.
  

• Apply for specific Salesforce users or users with specific profiles: Click New in the lower section.
  

Settings

• Default New Payment Method: This setting will set the "New Payment Method" option as the default option on the Action menu.
• Disable Amount: This setting will prevent users from populating the Amount field in the Virtual Terminal.
• Disable New Charge: This setting will remove the “New Single Charge" option from the Action menu.
• Disable New Payment Method: This setting will remove the “New Payment Method” option from the Action menu.
• Disable Payment Gateway: This setting, when enabled, renders the Payment Gateway field as Read-Only. Note: The Payment Gateway field is only visible in orgs with multiple Payment Gateways.
• Disable Payment Method Filter: When this is checked all the Payment Methods will be loaded regardless of the Contact/Account set in the Virtual Terminal. This setting takes sharing rules into consideration. If a user does not have access to a Payment Method, they will not see it as an option in Virtual Terminal.
• Disable Related To: This setting will make the Related To field read-only.
• Hide Bank Tab: If enabled, Bank details will be hidden from the list of available options when creating a Payment Method via the Virtual Terminal.
• Hide Parent: This setting will remove the Parent Object field from the Virtual Terminal.
• Hide Process Type: This setting sets the Process Type selection to "Capture Now" and removes the picklist from the Virtual Terminal.
• Hide Related To: This setting removes the Related To field from the Virtual Terminal.
• Make CVC Field Optional: If enabled, the CVC field will be optional when adding a Payment Method via the Virtual Terminal.
• Payment Method Success Message: When a value is added to this setting it is used as the text in the success message box that appears when a Payment Method is created in the Virtual Terminal.
• Related To Default Object: The object added to this field (Account, Contact, or Lead) will be the object that displays first in the Related To field on the Virtual Terminal.
• Show Address: This setting exposes additional fields to capture a full billing address when adding new Payment Methods.
• Transaction Success Message: When a value is added to this setting it is used as the text in the success message box that appears when a Transaction is captured in the Virtual Terminal.
• Hide Card Tab: When enabled, the option to create credit card Payment Methods from the Virtual Terminal will be removed. This setting can be applied to both versions of the Virtual Terminal.