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Documentation

Using the Virtual Terminal

Use the Virtual Terminal within Client Portal from the quick actions menu.

This documentation is for the Mobile Version of Client Portal.

You can create a card payment. This procedure requires Owner or Administrator privileges.

Note

Virtual Terminal Available in Production Environment

Rapyd's sandbox environment enables you to experience a scope of Rapyd's services which is broader than the scope of services you requested under your Merchant Agreement with Rapyd.

Please note that such broadened scope of services shall not be available to you upon activation (‘go live’).

If you would like to add and receive additional services from Rapyd, then please reach out to your designated sales representative.

How to Use the Virtual Terminal

  1. Sign in as described in Accessing the Client Portal.

  2. The Home page appears.

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  3. Tap on the circular + icon near the bottom of the screen.

  4. The Quick Actions menu appears.

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  5. Tap Virtual Terminal.

  6. The Virtual Terminal page appears.

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  7. Fill in the following:

    • Country of Customer - The country where the customer is located.

    • Payment Method - The type of payment card used.

    • Paid To - The ewallet account where the payment will be sent.

    • Paid Amount - The requested amount for the payment.

    • Currency - The requested currency for the payment.

    Note: Check the Allow Payment With FX box to allow currency exchange for the payment.

    Note

    Two Step Payment

    Check the Two Step-Payment box to first authorize the card payment, and then capture funds after the order has shipped. See Two-Step Payment for more information.

  8. Tap Next.

  9. The Card Details page appears.

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  10. Fill in the following required fields:

    • Card Number - The number of the card provided by the card issuer.

    • Expiration month (MM) - The month the card expires

    • Expiration Year (YY) - The year the card expires

    • CVV - The Card Verification Value, a number used for security with purchases.

    • Card Holder Name - The name of the card holder.

  11. Tap Next.

  12. The Additional Details page appears.

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  13. Optional - fill in the following optional fields:

    • Payment Expiration Date - The date the requested payment will expire.

    • Statement Descriptor - The information displayed in the beneficiary statement.

    • Merchant Reference ID - A unique identifier created by the merchant.

    • Receipt Email - The email the payment receipt will be sent to.

    • Payment Description - A textual description of the payment.

  14. Tap Next.

  15. The Payment Created page appears.

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