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The PayTrace Virtual Terminal accepts key-entered credit card information.

How to Use This Page

1. Once

1. logged into the PayTrace system,

1. select Key Enter Card

1. from the Virtual Terminal Menu.

2. To process a transaction against an existing Customer Account, select the Customer Account from the drop-down menu or search for the Customer ID/Name first and then select the Customer Account.

3. To search for a customer, enter text in the Search field and

1. select Search.
   The following fields within stored customer profiles will be included in the search: customer ID, billing name, email address, and

1. Tax ID value.

1. Select the desired Customer Account from the

1. search results list.

2. Select the Transaction Type that should be processed (Sale, Authorization, Refund, Forced Sale, Store

1. and forward, or Cash/Check).
   The Transaction Type defaults to Sale.

2. In the Billing Information section, enter data into all

1. Required fields, which are indicated by red text.

2. When all required data has been entered,

1. select Process.

Detailed Help

Links

… an estimate for shipping costs?

Enables the user to estimate shipping costs for the transaction. This link opens the Shipping Calculator Page page.

View Details (button)

Opens the Transaction Details page.

View Receipt (button)

Opens the View Printable Receipt page.

View Invoice (button)

Opens the View Printable Invoice page.

Add Level III Data (button)

Opens the Add Level III Data to a Transaction page.

Reprocess Card

Redirects you to the Process a Transaction page, with the same account information pre-filled.

Check Boxes

Save Card

Save this customer's billing

information
When checked, the Customer's Billing Address

entered for the current transaction is saved

after the Save button is clicked.

Email Receipts to

Email Check

Boxes
Displayed with the Administrator's email address. If there is more than one email address associated with this account in Email Addresses, additional

checkboxes will be displayed. When checked, receipts will be emailed to the specified email address(es).

Field Information

Required Fields

The red * asterisk denotes whether a field is required.

Amount

This is the transaction amount. The amount should be entered as it would be on a calculator, with decimals, if necessary. It is the US Dollar amount you want to charge or refund your customer. The amount must be a positive number between 0.01 and 999,999.99 or your purchase ceiling amount, whichever is less.

Credit Card Number

The Credit Card Number must contain a valid credit card number from an issuer that is marked as accepted in your Processor Information section. The complete credit card number must be entered without spaces or dashes.

Expiration Date

The month and year of the expiration date are displayed on your customer's credit card.

Optional Fields

CSC

The 3 or 4-digit security code for the card being processed. The 3-digit CSC for Mastercard, Visa, Discover, JCB, and Diner’s Club is

on the back of the card. The 4-digit CSC for American Express is located on the front of the card.

Invoice Number

The invoice number for the transaction, if applicable. The invoice number must consist of between 1 and 50 alpha-numeric characters. This value is required by Visa for all card-not-present transactions. PayTrace encourages you to enter a unique ID for this transaction or the last 4 digits of the card number.

Name

The customer name must consist of 1 to 50 alphabetic characters. Enter your customer's name in this field.

Address

The billing address must consist of 1 to 100 alpha-numeric characters. This address is your customer's billing address and will be used to protect you and prevent fraudulent or unauthorized use of your customer's card.

Address Continued

The Address Continued may consist of 1 to 100 alpha-numeric characters. This is not a required field.

City

The city may consist of 1 to 20 alphabetic characters.

State

The state where the customer’s billing address is located. The state must consist of

a 2-character state code.

ZIP

The zip code must consist of 1 to 9 numeric digits. This ZIP is your customer's billing ZIP and will be used to protect you and prevent fraudulent or unauthorized use of your customer's card.

Country

The country where the customer’s billing address is located. It must consist of a 2-character Country code.

Email Address

The customer’s email address must consist of a valid email address between 7 and 50 alpha-numeric characters. Receipts will be sent to this email address, if you choose to have the receipt emailed.

Phone Number

The customer’s phone number, without spaces.

Level II Information

Tax Amount

The tax amount that is included in the transaction amount. The tax amount may contain up to 12 numeric digits and a decimal. The default value is 0.

Customer Reference ID

A customer identifier that consists of up to 15 characters. The default customer ID is the PayTrace transaction ID.

Product Information

Description

Any additional information about the transaction, such as the included product(s) or any other information about the customer. This field may consist of 1 to 50 alpha-numeric characters describing any details about the transaction you want to record.

Shipping Information

Shipping Address

Indicates whether the customer’s shipping address is the same as their billing address.

Attention

It may consist of 1 to 50 alphabetic characters. Please enter your customer's name in this field. This is not a required field.

Address

The customer’s shipping address. The shipping information is not used to process the transaction; however, this information will enrich your transaction reporting.

It may consist of between 1 and 100 alpha-numeric characters. This is not a required field.

Address Continued

Any additional elements of the customer’s shipping address.

It may consist of 1 to 100 alpha-numeric characters. This is not a required field.

City

The city where the customer’s shipping address is located.

It may consist of between 1 and 20 alphabetic characters. This is not a required field.

State

The state where the customer’s shipping address is located.

It must consist of

a 2-character

State code.

ZIP

The zip code for the customer’s shipping address.

It must consist of 1 to 9 numeric digits.

Country

The country where the customer’s shipping address is located. It must consist of a 2-character Country code.

For Forced Sales Only

A forced sale is a type of offline transaction that can bypass the authorization tokenization process that accompanies normal transactions by allowing merchants to manually enter an authorization code into the virtual terminal.

Approval Code

The 6-character approval code that was obtained offline when processing a Forced Sale. The approval code is required when processing a Forced Sale.

For Store & Forwards Only

Processing Date

The date on which a Store & Forward should be authorized and settled automatically. This is an optional field and may be modified before the transaction is processed automatically.

For Authorization Only

When placing an order, you have the option to authorize the key card for a specific amount instead of just completing the sale. This authorization can be for any amount you choose. Later, when you need to capture the payment, within 20 days, you can go to the Virtual Terminal and turn the authorization into an actual sale by selecting Capture Transactions. This captured payment will then be batched out overnight.