Virtual Terminal (MOTO)

Full version: not available for Starter and Growth clients

If you want to get access to all IXOPAY platform features you need to upgrade your plan. Please contact our Support Team in the IXOPAY Customer Experience Portal for more information.

The IXOPAY platform Virtual Terminal enables businesses to deal and accept card-not-present Transactions for which the card holder is not physically present. This kind of Transaction is commonly used for payment orders made via mail or telephone (MOTO - Mail Order / Telephone Order).

In order to be able to create a MOTO transaction using the Virtual Terminal, make sure the Connector processing the transaction is configured to be Available on Terminal (see Create and Assign Connectors & Adapters)

In order to use the IXOPAY platform Virtual Terminal navigate to the Virtual Terminal section and select

(Sub-)Tenant
Merchant
Connector

to be used to initiate a new transaction and click Virtual Terminal. Fill in the necessary parameters for the schedule to be created in the Virtual Terminal Form :

Transaction
Payment Details (optional)
Additional Transaction Data
Start Schedule
Customer
Credit Card
Additional Customer Data
Customer Billing Data
Customer Shipping Data
Item

Click Reset Form to reset the form and enter different values or Choose another Connector to get back to the (Sub-)Tenant, Merchant, Connector selection page.

Virtual Terminal Virtual Terminal Virtual Terminal Form (Surcharge Calculation enabled) Virtual Terminal Form (Surcharge Calculation enabled)

Pay By Link is a feature also available in IXOPAY platform’s Virtual Terminal. For more information have a look in the Pay By Link section

Transaction

In this section you can configure Transaction Details (see Transaction Table).

Note: Depending on your setup you can optionally enter a Surcharge manually or use the Fee Management to calculate it automatically. If applicable, you can also add the automatic GST calculation.

Transaction ID automatically generated Transaction ID automatically generated Is Recurring Is Recurring Preauthorize Preauthorize

Field	Description
Transaction Type	Select a Transaction Type for the scheduled transaction: Debit, Preauthorize, Capture, Void, Register, etc.
Note: Available Transaction Types can be limited by the Enabled Transaction Types configuration of the connector itself or the Connector Setting : Set available transaction types for virtual terminal
Auto capture in days	For preauthorize transactions enter the number of days after which an automatic capture should be scheduled (TX-created-date-time + delay in minutes)
Amount	Fill in an amount
Surcharge	Optional parameter to enter a surcharge percentage
Currency	Select a currency
Description	Fill in an optional description
Transaction ID automatically generated	If enabled a Transaction ID will be automatically generated. To manually enter a Transaction ID disable this option.
Is Recurring	Enable this option in case the scheduled transaction is recurring (not applicable for all transaction types). You can choose between the options With Register (First Transaction of Recurring Payments) and Use Registration (Follow-up Transaction of Recurring Payments). In case of Use Registration a Registration ID must be provided (Transaction UUID of a Register Transaction) and the Credit Card section will be hidden.

Payment Details (optional)

In this section you can configure Payment Details, such as Account Number and up to 8 different Invoice numbers and related Amounts. The Amounts will be summed up to a Subtotal and used for Surcharge (if enabled) and Amount Calculation in the Transaction section. Account Number and Invoice numbers are added to the Merchant Meta Data.

Payment Details Payment Details

Additional Transaction Data

In this section you can fill in the Additional Transaction Data (optional) regarding the Transaction (see Additional Transaction Data Table).

Additional Transaction Data Additional Transaction Data

Field	Description
Language	Select a language
Additional ID 1	Fill in an Additional ID 1
Additional ID 2	Fill in an Additional ID 2
Extra Data	Fill in additional Key-Value Extra Data pairs. Add new Extra Data lines by selecting + Add Line
Merchant Meta Data	Fill in additional Merchant Meta Data (not availalable by default)

Start Schedule

In this section you can fill in the Details regarding a Transaction Schedule (see Start ScheduleTable).

Start Schedule Start Schedule Start Date Time Start Date Time

Field	Description
Schedule Action	None is set per default. To define a schedule, select Start Schedule
Schedule Amount	Fill in an amount for the scheduled transaction(s)
Schedule Currency	Select a currency for the scheduled transaction(s)
Period Length	Fill in a Period Length. The interval between recurring transactions will be defined by the period length and unit
Period Unit	Select a Period Unit: Day, Week, Month or Year. The interval between recurring transactions will be defined by the period length and unit
Start Date Time	Select a Start Date Time (UTC) for the first scheduled transaction

Customer

In this section you can fill in Customer Details regarding the Transaction (see Customer Table).

Customer Customer

Field	Description
First Name	Fill in the Customer First Name
Last Name	Fill in the Customer Last Name
Identification	Fill in the mandatory Identification ID for the Customer
Email	Fill in the Customer Email
Email Verified	Enable if the Customer Email is verified
Add To Customer Profile	Enable if Customer / payment instrument should be added to a Customer Profile
Customer Identification	Either enter a Customer Identification for the Customer Profile
Customer GUID	Or enter a Customer GUID for the Customer Profile
Mark as Preferred (in Profile)	Enable if the added payment instrument should be marked as preferred in the Customer Profile

Credit Card

In this section you can fill in the credit card Details used for the Transaction (see Creditcard Table).

There is also the option to load credit card details from a customer profile using the option From Profile and entering either a Customer Profile GUID or Customer Identification.

Credit card Credit cardFrom Profile

Field	Description
First Name	First Name of Cardholder
Last Name	Last Name of Cardholder
Card Number	Creditcard number
CVV	Creditcard CVV
Month	Expiry month of creditcard
Year	Expiry year of creditcard

Additional Customer Data

In this section you can fill in additional optional Customer Details (see Additional Customer Data Table).

Additional Customer Data Additional Customer Data

Field	Description
Birth Date	Fill in the Customers Birth Date in the format YYYY-MM-DD
Gender	Select optional Male or Female
Company	Fill in the Customers Company
National ID	Fill in the National ID
Extra Data	Fill in additional Key-Value Extra Data pairs. Add new Extra Data lines by selecting + Add Line

Customer Billing Data

In this section you can fill in additional optional Customer Billing Details (see Customer Billing Data Table).

Field	Description
Address 1	Fill in Address Line 1 of Customers Billing Address
Address 2	Fill in Address Line 2 of Customers Billing Address
City	Fill in the City
Post Code	Fill in the Postal Code
State	Fill in the State
Country	Select the Country
Phone	Fill in the Phone number

Customer Shipping Data

In this section you can fill in additional optional Customer Shipping Details (see Customer Shipping Data Table).

Customer Shipping Data Customer Shipping Data

Field	Description
First Name	Fill in the First Name
Last Name	Fill in the Last Name
Company	Fill in the Company of Customers Shipping Address
Address 1	Fill in Address Line 1 of Customers Shipping Address
Address 2	Fill in Address Line 2 of Customers Shipping Address
City	Fill in the City
Post Code	Fill in the Postal Code
State	Fill in the State
Country	Select the Country
Phone	Fill in the Phone number

Item

In this section you can fill in additional details about Items (see Items Table). Click +Add Item to add additional items.

Items Items

Field	Description
Item Identification	Fill in an Item Identification
Item Name	Fill in an Item Name
Item Description	Fill in an Item Description
Item Quantity	Fill in an Item Quantity
Item Currency	Fill in an Item Currency
Extra Data	Fill in additional Key-Value Extra Data pairs. Add new Extra Data lines by selecting + Add Item Extra Data

Create the Transaction by clicking Start Transaction in the Virtual Terminal Form. A confirmation with the (Reference) Transaction ID will be shown and the transaction will appear in the Transaction Overview.

Confirmation Confirmation

To trigger Postback notification for Virtual Terminal Transactions you can define a static notification URL as a Connector Setting (Virtual Terminal Notification URL).