Virtual Terminals

If your gateway account supports it, you can use ModernBill's virtual terminal to connect directly to your gateway account. This can be useful for two main things; testing your connection during the configuration process, and charging a client's card without having to use ModernBill's payment process. To use the virtual terminal, please follow these steps:

1. Click on System -> Payment Settings -> Virtual Terminals. The first page asks two questions:

   Create Income Accounting Entries

   If you would like this transaction to create Income Accounting Entires, please check the box. Generally, you will want to have this checked. If you are testing, however, you may want to uncheck this, as the transactions you are putting through the terminal are not for accounting, but to verify connectivity.

   Gateway

   Please choose the gateway you would like to connect to via the virtual terminal. You will not normally have more than one choice unless you are selling products in multiple curencies.

2. Click next.
3. This page acts as the actual terminal. Enter as much information here as you have access to.

   First Name

   Enter the first name of the client to be charged.

   Last Name

   Enter the last name of the client to be charged.

   Customer Email

   Enter the email address of the client to be charged.

   Customer Address

   Enter the client's billing address.

   Suite

   Enter the suite, of applicable.

   City

   Enter the city of the billing address.

   State

   Enter the state of the billing address.

   Zip

   Enter the zip code of the billing address.

   Customer Country

   Enter the country for the billing account.

   Phone

   Enter the client's phone number.

   Fax

   Enter the client's fax number, if applicable.

   Amount Of Payment

   Enter the exact amount of the payment to be charged.

   Payment Comments

   Enter any comments you want to accompany the payment. You may want to enter your company name here.

   Payment Type

   Enter the payment type here. The virutal terminal will only work with payment types that are enabled in your gateway account.

   Charge Action

   Choose to either authorize this transaction only, or to charge the card.

   Credit Card

   Fill in the credit card information:

   Name on Credit Card

   Enter the client's name as it appears on their credit card.

   Credit Card Type

   Enter the credit card type.

   Credit Card Number

   Enter the credit card number, with no spaces.

   Expiration Date

   Enter the credit card expiration date.

   CVV2 Code

   Enter the client's CVV2 code, if this is required by your gateway.

   Issue Number

   If you are using certain debit cards, you must enter this information (if you do not know what this is, it's likely you don't need to use this).

   Start Date

   Like the Issue Number, If you are using certain debit cards, you must enter this information.

4. Click charge.