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. Follow these steps to use Tranch’s Virtual Card Terminal to pay an existing invoice, outlined below.
Within the Invoices page, select the invoice you wish to pay.
Once you’ve found the invoice, click to open the invoice details page.
Unpaid invoices have the option to be paid using the Virtual Card Terminal. To begin a payment, select ‘Start payment’ in the box at the top right.
As payments are being made on behalf of the client, you must confirm authorization to proceed with the transaction.
Once you’ve reviewed the best practices at the left and have confirmed authorization to proceed, select ‘Pay by Card.’
Securely input the cardholder’s details into the Card Terminal, ensuring that all details are correct. When satisfied that the invoice information and cardholder details are correct, select ‘Submit Payment’ to complete the transaction.
Upon completion of the payment, both you and the client will receive emails containing a transaction receipt.
Questions about sending invoices, or anything else Tranch-related? Reach out to your dedicated Tranch Account Manager or send our support team an email at [email protected] or your dedicated VIP Partner inbox.