Tranch’s Virtual Card Terminal gives your team the ability to process credit card payments on behalf of clients. The terminal allows you to handle virtual cards, payments over the phone, or to assist a client in completing the payment of their invoice. Watch the short video below, and follow along with the steps outlined to use the Card Terminal from Tranch.
VCT - New Invoice Tutorial.mov
On the left of your screen, select the ‘Card Terminal’ tab within the navigation menu.
Doing so will open the Card Terminal page that contains helpful tips for preparing to use the Card Terminal. When you’re ready, select ‘Start Payment’ which will open a new tab.
When making a payment using the Card Terminal, you have two options: make a payment on behalf of a new customer, or make a payment on behalf of an existing customer that you’ve worked with via Tranch previously.
If processing a payment on behalf of a customer that you haven’t worked with via Tranch previously, you will be asked to input basic customer details. If selecting a customer that has worked with Tranch before, Tranch will auto-fill the customer’s details for you.
For a new customer, you will be asked to enter an email address. This email addres will be used to receive the receipt when payment is completed.
[Note: this step is skipped when selecting an existing customer. Additionally, if Tranch recognizes the email address entered, it will autofill the customer’s information].
Complete any unpopulated customer information and when ready, select ‘Continue.’
A preview of the invoice details will populate on the right as you input customer information.