Virtual Terminal
This section contains useful articles and answers related to PayJunction's virtual terminal. Feel free to use the navigation links below, or search for a topic using the Search Bar at the top of the page.
Processing a Transaction
- How do I process a credit card transaction?
- How do I process an ACH transaction?
- How do I recharge an existing customer?
- How do I add gratuity and tips to my transactions?
- How do I add tax to my transactions?
- How Do I Enable Invoice Number Tracking?
Refunds and Voids
- How do I refund a customer's transaction?
- How do I void a customer's transaction?
- What Is the Difference Between a Refund and Void Transaction?
- How long do refunds take to process?
- How long do voids take to process?
- I voided my customer's transaction, but the customer says they still see the charge on their account, how can I remove the charge?
Recurring Transactions
- How do I schedule a Monthly recurring transaction?
- How Do I Set the Date for Recurring Transactions?
- How do I schedule a recurring transaction?
- How do I schedule a recurring ACH transaction?
- How do I edit a recurring transaction?
- How Do I Update the Card Number or Checking Account for a Recurring Schedule?
Batches
- How do I update the account nickname?
- What is a batch?
- Does my account automatically batch? If so, when?
- How Do I Change My Automatic Settlement Settings?
- How Do I Auto Settle My Batches?
- Why can't I manually settle / batch my transactions, are you under maintenance?
History and Searching
- How can I find a customer's transaction?
- How do I find a contact or customer?
- What is the difference between transaction searching and batch history?
- How do I separate transactions for different business locations or departments?
- How do I find which batch a transaction was settled in?
- How do I know if a transaction was a recurring transaction?
Receipts and Signatures
- How do I print a receipt?
- How do I email a receipt to a customer?
- How do I request a customer's signature via email?
- How do I capture an electronic signature from my customer?
- What thermal printer does PayJunction recommend?
- How can I edit what prints on my receipts?
User Settings and Adding A New User
Logins and Passwords
- How do I update my login?
- I forgot my PIN, what do I do?
- How do I login?
- I forgot my password, how can I reset it?
- Why can't I login (login and/or password are incorrect)?
- Why am I locked out due to "excessive" authentication failures?
Customers
- How do I view my Customers?
- How Do I Add a New Customer Contact and Save Payment Information?
- How do I edit a customer's information?
- How do I update a customer's card information?
- How Do I Update ACH Payment Information?
- How do I update the expiration date on a Customer's Card
Reports
Security Settings
Exporting Data
- How Do I Export Recurring Accounts?
- How do I export my previously settled batches?
- How do I export my batch totals?
- How do I export my contacts?
- How do I export my transaction totals?
- How do I calculate tax totals?