Help Desk

Submit a ticket My tickets
Welcome
Login  Sign up

Create a Payment - Virtual Terminal

FlexPay offers the ability to generate a transaction from within the FlexPay portal, without having to trigger a new transaction in your sales tool. This is accomplished from the "Create a Payment" page via the Transactions Page.





To create a transaction refer to the article Testing transactions. You can manually process any transaction using the virtual terminal. You can Authorize, Capture, Charge, Refund or Void a transaction here. The transaction response will be generated immediately.


All fields with an asterix must be filled. To understand each field and what is required, here is a detailed explanation.


Payment Details

    -    Payment Type -  option to pay transaction with credit card or token stored in vault

    -    Cardholder Name - full (first and last name) name of the owner of the card being used

    -    Customer email - email address of the cardholder

    -    Card number - full 16 digits of the card being used used for the transaction

    -    Expiration MM/YYYY - month and year of the card being used for the transaction

    -    CVV - the 3 digit security code on the back of the card being used for the transaction




Transaction Details

    -    Transaction type - type of action to be performed (charge, refund, capture, void)

    -    Currency - the country currency of the card being used in the transaction

    -    Value - dollar amount of the transaction 

    -    Payment gateway - the specific gateway you want to leverage 

    -    Merchant transaction ID - a unique number generated on the CRM's end to differentiate transactions

    -    Order Id - a unique numeric value created by the client to associate to each order item



Billing and Shipping Address

    -    Address 1 & 2 - the address connected to the specific form of payment, credit or debit card being used

    -    City - city connected to the specific form of payment, credit or debit card being used

    -    Postalcode/ZipCode - postal code or zip code connected to the specific form of payment, credit or debit card being used

    -    State/Province - State or Province connected to the specific form of payment, credit or debit card being used

    -    Country - the country connected to the specific form of payment, credit or debit card being used

    -    Shipping address - can be the same as the billing address, or a different address or there can be no shipping address required. You select the option that applies.





Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.