How to run a sale transaction

Lynn Varnell Updated by Lynn Varnell

How to run a sale transaction

Instructions on how to complete a sale transaction in the Jupiter virtual terminal

  1. Sign in with your email and password.
  2. Click Virtual Terminal on the left hand navigation menu.
  3. In the Customer field select New Customer if this is for a customer you haven't created a record for yet. If the customer has completed a transaction with you either through our portal or a partner's software then the cardholder record will be listed. Choose the cardholder you want for this transaction.
  4. For a New Customer, enter the card details.
  5. Enter the the Amount of the sale.
  6. Complete the remaining required fields (this varies based on your business type).
  7. Select "Charge"
  8. The result of the transaction will display in the upper right corner of your screen.

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