Virtual Terminal Dashboard Tutorial

Please note that some options below may not appear when you login, this will be due to your specific account permissions.

Dashboard

Once logged in you will be greeted by the below "Dashboard" screen which by default shows a view of your most recent transactions through the Virtual Terminal.

Merchant Accounts

The Merchant Accounts tab will give an overview of the merchant IDs that are attached to your account. 

If you have an American Express account and/or an ECOM account as well as a Virtual Terminal you will have multiple merchant IDs.

Preferences

This menu can be used for a number of reasons.

For example accepting and rejecting specific cards, and amending what information is checked during a transaction.

Transactions

Allows you to view a particular transaction.

It will help determine why a transaction has declined, as well as give all the necessary details including card number, card type, auth code etc.

Transactions can be filtered by specific dates using the drop-downs as shown below.

You also have the option on the right-hand side to generate a transaction report for the date range filtered.

A range of file formats are available from the drop-down below before being downloaded.

On the right-hand side of each transaction is a traffic light system.

This shows the different checks that are carried out when each transaction is processed through the Virtual Terminal.

Green - Matched
Yellow - Not Checked
Red - Not Matched

3 = 3D Secure
S = Signature (CVV code)
A = Address
P = Postcode
R = Risk Check

If a transaction declines due to details not matching, you can click on view on the right-hand side and it will give all of the relevant details for reference.

Virtual Terminal

This is where the payment is taken

RT Agreements

Here you can view a list of recurring transactions that have been setup.

Transactions can be filtered by specific dates using the drop-downs as shown below.

Reports

The reports screen generates a list of the transaction reports that have been downloaded as previously noted.

Transactions can be filtered by specific dates using the drop-downs as shown below.