Get Started with Virtual Terminal
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Square Virtual Terminal allows you to quick charge or build itemised baskets without any hardware – all from 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.
Accept Payments with Virtual Terminal
To manually enter card payments, card on file or gift cards and record cash or other tender transactions:
From the Virtual Terminal Overview page, select Take a Payment.
Choose Quick charge or Itemised 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 text message. 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.
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 collection 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 collection recipient by default.
Under Fulfilment details, click Add collection.
Enter the name, date and time of collection and click Done. You can change the name of the collection 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 Collected.
Click Edit & Pay to process payment or make a change to the order. Note: Edits to the line items or collection 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 or Return.
Once you've completed building your basket, press Enter from the "Add an amount or item" 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.