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.

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.

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.

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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.

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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 Manager > Sales. You can view this by clicking Current Till.

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

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How Much Does it Cost?

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