How do I take a payment manually or over the phone with PhorestPay? (Virtual Terminal)

This article will show you how clients can pay over the phone using the PhorestPay Virtual Terminal.

The information in this article is relevant to businesses using PhorestPay.

 Latest Version of Phorest Required

This feature requires Phorest version 8.4.28 or higher. You can get the latest version here on our Downloads page.

Taking a Payment with the Virtual Terminal

From the Purchase screen, add the items that the client would like to purchase, then click the Pay button.

Next, click the Card payment type, then select Enter card manually.

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Saving Client Card Details

Choose whether you would like to save the client's card details for future visits or not. Saving card details allows you to use the Cardless Checkout feature for this client in the future.

Note: You cannot save card details for sales with Walk-in clients.

Saved card details with PhorestPay are powered by Stripe, which has the very highest security and Level 1 PCI Compliance. Neither you, your staff, nor Phorest staff have access to the raw card details at any stage.


Taking a Payment on PhorestGo 2.0

To take payment using the Virtual Terminal in PhorestGo 2.0, select Manually enter card details when checking the client out.

Enter the client's card details, then choose if you would like to store the card details securely for future use. It's important to confirm with your client that they are happy for their card details to be securely stored.

If you do not wish to store the client's card details, leave this option disabled. Tap Use card to continue, and then tap Charge to complete the sale.

Taking a split payment with the Virtual Terminal using PhorestGo 2.0 is not currently possible. 


Can I see the Total Amounts on my End of Day Cash Up?

Yes, the total amount taken through the Virtual Terminal will be displayed under ManagerSales. You can view this by clicking Current Till.

Total Virtual Terminal sales will also appear on your Cash Up screen:


How Much Does it Cost?

UK & Ireland

1.2% of the total sale amount + £/€0.20 + VAT

Australia

1.4% of the total sale amount + $0.10 + GST

The total fees will appear on your PhorestPay invoice under Virtual Terminal.

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