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Taking payments

Virtual terminal: running a sale or refund

Updated September 1, 2026

The virtual terminal turns your portal into a point of sale for phone and mail orders. Open it from the sidebar or the New transaction button in the header.

Run a sale

  • Enter the amount and confirm the currency
  • Enter the card number, expiry and CVV (or pick a customer's saved card)
  • Optionally add an invoice or reference number
  • Submit — approved transactions show an authorization code immediately

Refunds and other actions

Open any completed transaction to refund it (full or partial), capture an earlier authorization, or void a transaction that hasn't settled yet.

Testing

In sandbox, use card 4111 1111 1111 1111 with expiry 12/2030 and CVV 123 to get an approval.