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Using the Virtual Terminal

The Virtual Terminal is a tool you can use to view your credit card processing account.  You may use this for many different reasons, some of which are outlined below.  You may access your virtual terminal directly through Dharma Tribe by using the Virtual Terminal button which appears at the bottom of every invoice.

This will open a window which will ask you for your login information.  You received this login information when you set up your merchant account.

Once you are logged into your virtual terminal, you may do various things. 

The "Virtual Terminals" tab within the Virtual Terminal allows you to manually enter a credit card number and charge it directly on the system.  You may need to do this if the magnetic stripe on someone's credit card is worn out, for example. 

You may use the "Current Batch" tab to find transactions that you have run on the same day.  This will allow you to void transactions before the batch closes, or you may use it to double check that a transaction has gone through correctly. 

You may also use the "Find Transactions" section to search for older transactions by date or customer name (or amount, or many other pieces of information you may have).  For older transactions, if you are issuing a refund from the Virtual Terminal, you will be given the option to credit the customer's card for the amount. 

You do not need to close your daily credit card batches manually.  This will happen automatically. 

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