Virtual Terminal Pay By Link

Select Virtual Terminal from the blue bar at the top of the screen.
 

If you wish to re-take a previous transaction at this stage you can use the reference number from the transactions screen. All you will need to re-enter is the CVV code.

1) Transaction Details

Transaction Process - Select Generate a Pay Button

Merchant Account - This will default to the Virtual Terminal MID (which is correct) otherwise you can change this to the American Express MID from the drop-down if required.

Transaction Action - Includes options for Sale, Refund, and Pre-Authorization.

Capture/Settle - To process the transaction now select "automatically immediately", otherwise you can set for the amount to be taken whenever you like.

Payment Type - "One Off" by default, otherwise you can use "Initial Recurring" for an RT agreement.

Unique Reference and Order Description - Non mandatory fields which can be used at your discretion.

An example of how these fields would be typically filled out is shown below:


2) Pay Button Details

Here you must include a web address that the payment page redirects to once the customer has inputted the details for the transaction. This can be either a payment successful page built through your website, or feel free to use the payment successful link we have setup on our website. https://www.card-saver.co.uk/successful-payment/

You can also set a redirect for a declined transaction (declined payment link - https://www.card-saver.co.uk/failed-payment/), as well as give the merchant the option to amend the amount they process.

It is recommended that Customer Address is kept as "Required" for AVS checking.

An example of how these fields would be typically filled out is shown below:




3) Enter the customer contact details. 
 

It is important at this stage to ensure that the 1st line of address and postcode is entered correctly for AVS checking.

An example of how these fields would be typically filled out is shown below:

4) Delivery Details

This is an optional section which is only relevant if you are delivering a product to a customer at a different address (rather than the billing address that was previously entered).




5) Notification Details

This provides the option for an e-mail receipt to sent to you, as well as the customer for the payment taken.

Merchant Notification E-mail - If you wish to receive a receipt please enter your e-mail address here.

Customer Receipt - If the e-mail address was entered when processing the customers billing information, select "Required" from the drop-down. This will then send an e-mail receipt to the customer.




6) Click "Generate a Pay Button".




7) You will then be presented with 4 different options in which the pay by link can be sent to the customer including web links, personalised buttons, and QR codes.