Pre-Populate Fields

Map fields from the Transaction's Parent Object to the Terminal's Transaction screen using a Custom Metadata Type called, "Virtual Terminal Mapping."

Please make sure the fields mapped have the same field type and property. For example, if you created a custom field to prepopulate currency, make sure it matches the same format as the Currency ISO field on the Transaction record.

Fields that can be prepopulated:

• Related To
• Payment Method
• Description
• Amount
• Currency
• Email
• Holder's Name (Note: This is for credit card Payment Methods only.)
• Custom Fields

Navigate to Custom Metadata Types
Virtual Terminal Transaction Configuration
New Record Screen