Stax Pay + Integrated Terminal : How to Process Card Present Transactions

Stax Pay offers the ability to swipe cards in addition to keyed payments, 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 Take Payment located in the upper right side of the screen. Screen Shot 2021-10-22 at 9.44.06 AM
  3. Select Send to Terminal, enter the amount, and press Charge (you will see a prompt to finalize the transaction on the terminal).  
    1. You can enter the Customer name if you want to track the payments to their profile. Also Select Destination Terminal to choose the location you want to send the transaction to if you have multiple Integrated Terminals in a location.
      Screen Shot 2021-10-22 at 9.59.58 AM

Interested in processing Card-Present transaction right from your Virtual Terminal in 3 steps? CLICK HERE to contact our Customer Success team.


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 within Stax Pay:

  1. Navigate to Stax Pay
  2. Select Invoices located in the main left navigation.
    Screen Shot 2021-10-22 at 10.11.16 AM
  3. Select the Invoice to be processed against.
  4. Select New Payment
    Screen Shot 2021-10-22 at 10.14.35 AM
  5. Select Terminal Swipe/Insert 

    Screen Shot 2021-10-22 at 10.20.46 AM
  6. Select Run Charge on Terminal and the Terminal Name from the dropdown (only if you have multiple terminals). 
    Screen Shot 2021-10-22 at 10.23.08 AM
  7. Follow the prompts on your Integrated terminal
  8. Select Send Email or SMS to send the receipt to the customer from Stax Pay.


If you have any further questions or need additional assistance, you can email our Support Team.