How do I customize the fields and data that I enter into the Process a Transaction page?

Video Instructions

Restaurants need to collect tips, while online stores need to collect shipping addresses. Create your own custom settings. Watch the following video to learn how to customize the Process a Credit Card page.

Step-By-Step Instructions

If you would like to add fields, remove fields, set required fields, or set optional fields, for your Virtual Terminal/Process a Credit Card page, then please follow the steps below.

  1. Click the Process a Credit Card button.
  2. Click Customize this Form.
  3. You can manually customize the fields that appear on the Processing page, adding or removing billing contact, shipping contact and transaction information.  To modify a field, select Hide, Display or Required as necessary.

    Hide This will turn a field off and prevent it from displaying.
    Display This will turn a field on and display it for user entry.
    Required This will turn a field on and make it mandatory for user entry.

    To quickly Hide All, Display All, or Require All fields, you may click the quick toggle buttons in the right hand corner.

    If you need further assistance, you can automatically customize the fields by clicking on the Terminal Fields Wizard.

    The wizard will walk you through a series of questions to determine if your system should have shipping fields, email fields, business data fields, tax, tips, invoice numbers, and international customer support.

  4. Once you have finished configuring the form to your liking, click Save.

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