APEX Gateway VIRTUAL TERMINAL - Go-afs

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APEX GatewayVIRTUAL TERMINALDate: 06/08/2022

Table of ContentsAPEX Gateway . 1Viewing Your Virtual Terminal in the Apex Portal . 3Processing a Virtual Terminal Transaction . 4Cash Discount . 4Emailed Receipts . 5Confirmation Page . 6Voiding a Transaction . 7Refunding a Transaction . 8APEX Virtual Terminal2

Viewing Your Virtual Terminal in the Apex Portal To view your virtual terminal, select the Virtual Terminal menu option andselect the My Terminal submenu.From the My Terminal page, you can process credit card and eChecktransactions for your customers.NOTE: My Terminal is a standard terminal that currently does not allow forcustomization.APEX Virtual Terminal3

Processing a Virtual Terminal Transaction Once on My Terminal, you can easily follow the steps/fields to complete atransaction.o Required fields are indicated with a ‘*’.o When Sales Tax is entered, the Total will automatically be updated withthe new ‘Total’.o Sales Tax can be hardcoded at the Merchant level. Please submit arequest to have the Sales Tax hardcoded.o Field validation rules are presented when a field is not properlycompleted.o Credit Card or eCheck – the applicable fields and the graphic willchange based on your card number entry. The credit card graphic will display name, card number, expdate, and CVC as they are entered.o To enter a separate Shipping Address, you should click on the ‘Same asBilling?’ checkbox. This will display the Shipping Address fields.Review all fields to ensure that all fields are accurate.Once all applicable fields are completed, select the Process Transactionbutton.Cash DiscountWhen Cash Discount is configured on, user will be displayed the ‘Service Fee’ amount in theTransaction Details section.User will be presented with the ‘Service Fee’ and Cash Discount verbiage on the confirmation modalprior to submitting the transaction. User will be presented with the ‘Service Fee’ on the paymentconfirmation page once the transaction is submitted.APEX Virtual Terminal4

Note: Cash Discount is configured by Support/Ops during onboarding, please see ‘Merchant Utility Tool – Addition of CashDiscount’ details.Emailed ReceiptsWhen completing the My Terminal transaction information, there are two emailreceipt options: Email Merchant Receipt – if selected, an email receipt will be sent to themerchant’s email on record. Email Customer Receipt – if selected, an email receipt will be sent to thecustomer’s email entered in the Email field on My Terminal.Example of Email Customer Receipt:APEX Virtual Terminal5

Confirmation PageIf payment is successful, you will be presented with the Payment Accepted screen.If Cash Discount is applied, Service Fee will be a line item. Finish: To ‘Finish’ the transaction, select the Finish button. Print: To print your Payment Confirmation, select the Print button.APEX Virtual Terminal6

Voiding a TransactionBefore a transaction is settled, Void transaction is an available action. To Void atransaction, select the Void button. Once the Void button is selected, confirm thevoid on the Void modal. The funds will be returned to the customer very quickly.APEX Virtual Terminal7

Void button will no longer be available once transaction is settled.Void button will no longer be available once transaction has already beenvoided.Refunding a TransactionOnce a transaction is settled, Refund transaction is an available action. To Refund atransaction, select the Refund button. The Refund button is located in the sameposition on the screen as the Void button. Refunds are done in the full transaction amount or Partial Amount. Enter the amount to refund on the Confirmation modal to submit Refund.APEX Virtual Terminal8

APEX Virtual Terminal 3 Viewing Your Virtual Terminal in the Apex Portal To view your virtual terminal, select the Virtual Terminal menu option and select the My Terminal submenu. From the My Terminal page, you can process credit card and eCheck transactions for your customers. NOTE: My Terminal is a standard terminal that currently .

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