Sale / Checkout | SpotOn Virtual Terminal

Owned by Rebecca Buesseler (Deactivated)
Last updated: Jun 12, 2021
2 min read

Quick Links

Virtual Terminal

The SpotOn Virtual Terminal is located in the Merchant Dashboard. The Dashboard can be accessed through spoton.com. Once on the site, select the Login button in the upper right corner of the page, and click the Merchant option. Alternatively, the page can be accessed directly by navigating to dashboard.spoton.com and entering your credentials.

Sale

Action

Display

Action

Display

  1. From the Merchant Dashboard, click the menu icon in the upper left (3 x 3 square icon), and select Virtual Terminal

    • This will take you directly to the Checkout screen, where you can begin the sale

  2. In the Purchase Amount section, enter the amount to charge the customer; this is the subtotal that will be charged before Taxes/Continence Fees/Shipping (if applicable)

  3. Scroll to the Account Information section. Quick Sale, a one time sale option, is the default selection

    • You can also Search Existing Account or Create New Account

a. After inputting the Purchase amount and any applicable fees, click Search Existing Account

b. Search for customer account with name, company, or email address

c. Select appropriate account and continue to Step 4

a. After inputting the Purchase amount and any applicable fees, click Create New Account

b. Select Individual or Business

c. Input customer details

d. Continue to Step 4

 

4. To run a Quick Sale, input payment details

5. Click the blue down arrow to input any desired Order Information to provide more details about the transaction (optional)

  • If the sale includes shipping costs, be sure to input Shipping Information at this time. If the sale does not include shipping costs, the Shipping Information section will not display

6. When all details have been entered correctly, the Continue to Payment button will become available. Click Continue to Payment.

7. The transaction details will be displayed, at which point you can cancel or edit the transaction. After a short delay to review the information, the Process Transaction button will become available

8. Click Process Transaction. The Transaction Details screen will then display with the payment status, i.e., authorized or declined, and the details of the transaction

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