Get Started with Virtual Terminal
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Square Virtual Terminal allows you to quick charge or build itemized carts – all from a web browser on your laptop or desktop computer. Virtual Terminal is ideal for remote billing or taking card payments over the phone. You can also connect Square Terminal with Virtual Terminal to create a seamless and wireless in-person checkout experience.
Note: We recommend using Virtual Terminal on compatible web browsers such as Google Chrome, Safari, Firefox or Microsoft Edge.
Accept Payments with Virtual Terminal
To manually enter card payments, card on file, gift cards and record cash or other tender transactions:
From the Virtual Terminal Overview page, select Take a Payment.
Choose Quick charge or Itemized sale.
Under “Transaction details”, enter a custom amount, search your item library, create new items or scan a barcode.
If applicable, add any relevant discounts, service charges or tips.
Optional: You can also add a note for your customer. There is a 500-character limit.
Under “Payment details”, choose your payment method. You can also Split payment across multiple payment methods.
Optional: You can also add a customer to the sale.
Review the transaction details, then click Charge.
After you see “Payment Recorded”, you can send a digital receipt to your customer via email or SMS. You can also print the receipt on a connected printer or via the Square Terminal printer if your Terminal is connected.
You can view your transaction history, send confirmations and process refunds from the Virtual Terminal Overview page.
Set up a recurring payment
On the “Payment successful” page, click Make this a recurring payment to automatically charge your customer on a regular basis for this amount.
Create an Open Order
An open order will be completed when your customer picks up their order at a scheduled time. Your customer can pay for their order in person, with a card on file or through a payment link.
To create an open pickup order:
Log in to your online Square Dashboard and click Orders.
Click Create Order and add the order details.
Click Add a customer under Payment Details. This is the customer who is placing or paying for the order and will be specified as the pickup recipient by default.
Under Fulfillment details, click Add pickup.
Enter the name, date and time of pickup and click Done. You can change the name of the pickup recipient if they are different from the customer in the Payment Details.
Click Create Order.
Edit an Open Order or Take a Payment
You can view all open orders in the Order Manager section of your Dashboard. To edit an order or take the order payment:
Click the three dots next to the order status and select View details.
From here, you can click the three dots to mark the order as In progress, Ready or Picked up.
Click Edit & Pay to process payment or make a change to the order. Note: Edits to the line items or pickup details can only be made while the order is unpaid.
Check out even faster with our keyboard shortcuts on Virtual Terminal.
Start typing in an amount or enter the name from your item library. Automatically add it to the sale by pressing Enter.
Once you’ve completed building your cart, press Enter from the “Add an item or amount” field to proceed to the payment details screen.
Press Tab until you reach the payment type, then press Enter twice.
Additional Payment Methods
Configure Virtual Terminal Settings
Save Customer Information with Virtual Terminal
When you accept a payment using Virtual Terminal, you’ll be given the option to save the customer’s name and payment card to their profile in your Customer Directory for future payments. You’re also able to securely store a customer’s card on file from your Customer Directory.