How can I process a transaction on the web dashboard?

You can process a transaction on the SwipeSimple web dashboard by clicking on Virtual Terminal from the menu on the left.

SwipeSimple Virtual Terminal allows you to take keyed card transactions using any device, even without a reader.

Address Verification Service (AVS) will be 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 to offer additional verification and fraud prevention. AVS response will be displayed in the transaction details page for Virtual Terminal transactions that utilize AVS.


Create a New Transaction

Create a new keyed-entered transaction on the Virtual Terminal page by entering the following details:

  • Amount
  • Reference Number (optional)
  • Cardholder Name (optional)
  • Credit Card Number
  • Card Expiration Date
  • Card CVV
  • Street Address – including Address, City, State and ZIP Code (optional)

Click on “Charge” to process the transaction.


Transaction Results

Keyed-entered transactions may be ApprovedDeclined, 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.

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