Merchant Console Sale Form

The Sale Form is very similar to the vTerminal's Sale form except that it can store more information about the order (e.g. Billing and Shipping Information). Most merchants use the Sale Form if they want to keep this detailed information stored in the Merchant Console for future reports and searches.

The Sale Form has input fields for the following transaction details:

The Charge Info includes details of the actual charge to be processed such as the customer's name, the amount of the transaction, an invoice number and a brief description of the sale (optional). There are also fields for the tax amount and purchase order number (PO) which are required to process corporate credit cards and are recommended for personal cards as well.

You must then select either credit card or check as the payment method by clicking the radio button in the top left of the box.

In order for the charge to be run correctly, all credit card information must be entered in full including the full card number with no spaces or dashes, the expiration date (entered in MMYY format with no spaces or slashes), the billing address street and zip code of the card holder (these are required for verification - AVS).

If your account is enabled for electronic check processing, a check info section will be available on the Sale Form. In order for you to electronically deduct funds from the customer's account, all information must be completed accurately including bank routing number, customer checking account number, check number and driver's license number and state of issue, or social security number.

You may enter the customer's additional billing information here. These fields are optional, but recommended if you wish to store the customer's information in the merchant console for future transactions.

You may enter the customer's shipping information here. These fields are optional, but recommended if you wish to store the customer's information in the merchant console for future transactions.

You can set the email preferences to send email receipts automatically to you, and/or your customer. Check the box next to send an email receipt. To send receipts to multiple email addresses, separate the addresses with commas.