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.

