Stax Pay Virtual Terminal + Card Present : How to Process a Transaction

The Stax Pay Virtual Terminal offers the ability to swipe cards in addition to keying, providing you with the lowest interchange rates possible. Not only can you swipe one-time transactions but you can also swipe against a previously issued invoice. 

 

To process a card present transaction with the Stax Pay Virtual Terminal:

  1. Navigate to Stax Pay
  2. Select the plus button at the top right hand side of the screen
  3. Select Create Invoice
  4. Enter your transaction details (the only field that is required is the price and invoice number) 
    1. If you would like to request a tip with your transaction, select the checkbox that says Allow customer to add a tip
  5. Select Continue
  6. Select the customer
    1. Select an existing customer, add a new customer, or skip completely
  7. Select Run Charge on Terminal
  8. Follow the prompts on the Dejavoo terminal
  9. Select to email or text the receipt to the customer from Stax Pay by selecting Send Receipt

 

You also have the ability to process card present transactions against an invoice. You can process full or partial payment.

 

To process a card present transaction against an invoice in the Stax Pay Virtual Terminal:

  1. Navigate to Stax Pay
  2. Select invoices from the main toolbar
  3. Select the invoice
  4. Select New Payment
  5. Select Terminal Swipe/Insert
  6. Select Run Charge on Terminal
  7. Select the terminal name from the dropdown (only if you have multiple terminals) 
  8. Follow the prompts on the Dejavoo terminal
  9. Select to email or text the receipt to the customer from Stax Pay by selecting Send Receipt

 

If you have any further questions or need additional assistance, you can email our Support Team at support@fattmerchant.com.