Creating a Virtual Terminal Payment

Overview

The Virtual Terminal allows you to take payments over the phone or in person by manually entering customer payment information.

How to Create a Virtual Terminal Payment

1. Start a New Payment

You can begin from:

• Home Dashboard → New Payment, or
• Payments Dashboard → New Payment

2. Select the Customer

Choose the customer who is calling in to make a payment.

3. Select or Add a Contact

• Choose an existing contact, or
• Click New Contact to add one
• Click Edit Contact to update their email or phone number
• If you want your customer to automatically receive a copy of their payment receipt, make sure their contact has an Email Address

All changes automatically sync to the RapidWorks ERP system.

4. Select Invoices to Pay

A list of the customer’s open invoices will display.

You can:

• Select multiple invoices
• Pay all or some invoices
• Adjust the Apply Amount (cannot exceed the remaining balance)

5. Enter Payment Information

After selecting invoices:

• Enter credit card, debit card, or ACH details
• Save Payment Methods to your Customer’s RapidWork’s ERP Profile by checking the “Save Method” box
• Saved methods can be used in the Virtual Terminal and to create and process Pre-Authorizations
• Click Process Payment

The payment is automatically applied in RapidWorks ERP, and the invoice balances update immediately.

6. Emailing Receipts

• A receipt is automatically emailed to the selected contact if they have an email present
• You may add up to three additional email recipients