Virtual Terminal Transaction Fields


FieldDescription
Transaction Type (Required)Transaction types include Authorization, Sale, Credit, and Force.
Payment ProfileQualpay Payment Profile. This field will not appear if you only have one payment profile.
Transaction Amount (Required)The amount of the transaction.
Load CustomerYou can load a pre-existing customer stored in the Customer Vault, by typing either the Customer ID or the Name of the Customer. If you do not have Customer Vault enabled, you will not have this option.
Card Details (Required)Card Number, Expiration Date, and CVV Code.
NameThe first name and last name of the customer.
Business NameBusiness name of the customer.
PhonePhone number of the customer.
EmailEmail address of the customer.
Send ReceiptYou can send a receipt to the customer at the time of the transaction by clicking on Yes. Click No if you do not wish you send the customer a receipt of the transaction. You can send a receipt after the transaction has completed.
Billing Address (Zip Code Required)Billing address of the customer. Only ZIP Code is a required field.

You can change the Billing country by clicking on the ‘X’ mark on the current country (example the United States). You can choose the new Billing address country by searching for the country from the drop-down.
Shipping AddressShipping address of the customer. Here you can choose from three options:

None: No shipping address.
Same as Billing: Shipping address is same as the Billing address.
New Address: Add a shipping address for the customer.
Purchasing CardCustomer Code (Optional): Customer code issued to the cardholder by their company for purchase tracking. Including this information is required for optimal interchange rate qualification. If the cardholder does not have a customer code, you may enter an internal tracking identifier (Invoice number/PO number, etc.).

Tax amount (Optional): If a tax amount is included in your transaction you can enter the tax amount here. The tax amount may be shown as a separate line item on your customer’s receipt or statement.

Manage Line Items (Optional): If a transactional line item is required, add the Description, Unit Cost, Unit of Measure, Quantity, Product Code, and Commodity Code for each line item.

Note: Tax amount and line item amounts are for reporting purposes only, and will not be reflected in the transaction amount.
Additional Payment Details
Purchase ID: This value may appear on the cardholder statement and can be used for reconciliation purposes.

Merchant Reference: A value created by you and used for reconciliation purposes.
Save Customer
You can save a new customer to the Customer Vault directly by clicking on the toggle next to Save Customer.

Assign a Customer ID to the new customer you wish to add the Customer Vault. If you do not have Customer Vault enabled, you will not be able to save a customer.