Virtual Terminal

Accept keyed card transactions by accessing the Virtual Terminal on your SwipeSimple Merchant Web Dashboard, right from your desktop! 

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Adding and Creating Customers

Add Customer information to a transaction by:

  • Selecting a Customer name from the dropdown menu ‘Choose Customer’
    • Saved card information will be available to select in ‘Choose Card’
  • Create a new Customer by entering the Customer name in ‘Cardholder Name’ or ‘Choose Customer’
    • Note: You must have authorization from your customer before saving their credit card.
    • Enter the Credit Card number, Expiration date, and CVV (optional)
    • Save Customer Card information by checking the ‘Save card for later use’ box


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Adding Address, Reference Number, Items, Discounts, and Tax

Enter the Address, Reference Number, Items, and Discounts to a transaction by expanding the corresponding field

  • Address
    • If a saved card is selected, the address associated with that card will be auto-populated in the Address field
    • Address Verification Service (AVS) is supported for First Data Omaha, TSYS, and Vantiv (now Worldpay) merchant accounts. AVS lets you feed a cardholder’s address when taking keyed transactions, and the address will be checked against the cardholder’s address on file with the processor to offer additional verification and fraud prevention. The AVS response will be displayed in the transaction details page for Virtual Terminal transactions that utilize AVS.
  • Reference Number can be any alphanumeric combination up to 64 characters long
    • Reference Number is required for Level 2 Interchange Qualification
  • Add Items to a transaction by selecting a pre-existing item from the Description drop down menu
    • Add a Custom Item by typing in a new Description and Unit Price
    • Adding a Custom Item will not create an item in Inventory
    • The price of a pre-existing item can be modified or changed by editing the Unit Price at the time of transaction
    • Items using track inventory will have the amounts on hand deducted
  • Add a Discount to a transaction by selecting a previously created Discount 
    • If a Discount has not been created, this section will not appear on the Virtual Terminal
  • When tax is enabled, it will appear next to the amount
    • Select from multiple tax rates by using the dropdown menu
    • Tax rates can be created within the Account Settings section
    • Tax is required for Level 2 Interchange Qualification

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Transaction Results

View the breakdown of discounts and taxes before clicking on “Charge” to process a transaction

Keyed-entered transactions may be Approved, Declined, or result in an Error.

Click on “Full Transaction Details” to view transaction details (including card and merchant account details), or to perform a void or refund.

Click on “Print Receipt” or “Send Receipt” to print or send a receipt as an email or text.

To retry Declined or Error transactions, close the dialogue box by clicking on X and re-enter transaction details using the Virtual Terminal.


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