How do I use the Virtual Terminal?

Virtual Terminal allows you to process payments when you don't have access to your Poynt device. 

At this point, Virtual Terminal is available as a feature of the the Advanced and Premium plans. You can access Virtual Terminal from your either your Poynt HQ account on web or mobile app. 

View the video or read below for step by step instructions.

How to subscribe?

You can easily subscribe to this feature using one of the two different options available:

1. By choosing the Advanced ( $14.99 /month) or Premium ($39.99 /month) Bundle Plan subscription. All features packed into one.

2. By acquiring the Virtual Terminal feature separately (à la carte) $15.00 / month

To access Virtual Terminal on Poynt HQ

Once you subscribe either options, access to your Poynt HQ account and follow the next steps:

 From the left hand side menu, select Virtual Terminal button.

Log into Poynt HQ and click on the Virtual Terminal link. You will see the Virtual Terminal button next to your active terminals.

NOTE: You MUST have an active terminal in order to use the Virtual Terminal feature.

Select Card Not present or Card present button.

To access Virtual Terminal on mobile app

Step 1: Go to More on the Home Screen of HQ app

Step 2: Click on Terminals and choose the Terminal to associate the transaction with.

Step 3: Tap on Card Entry.

Step 4: Choose "Card Not Present".

Step 5: Choose type of Transaction and enter in credit card info.

Tap Charge once information is entered in.

These transactions will be part of your regular settlements and will show up in your Transactions list.

NOTE: Card Not Present rates will apply on these transactions (as set in the contract between you and your payment provider).