How do I issue a one-time payment or refund using Virtual Terminal?

Using PayPal

With PayPal’s Virtual Terminal, you can take credit card orders by phone, fax, mail, or in person. Here’s how to enter your order after you receive it:

  1. Go to Tools.
  2. Click Get paid and then Virtual Terminal.
  3. Enter all required billing information. For Transaction Type, select one of the following:
    1. Sale: Choose for immediate payment.
    2. Auth: Choose to authorize a future payment. When you’re ready to complete the transaction, select the Transaction ID under Activity, then click Capture (or Void).
    3. Credit: Choose to issue a refund.
  4. Click Review to verify your order, then click Submit.
  5. You will receive a confirmation indicating the outcome of your transaction.
After you submit your order, you can print the receipt or a packing slip. Your payment will appear in your PayPal account shortly after you submit your order.

Using Payflow

With Payflow’s Virtual Terminal, you can take credit card orders by phone, fax, mail, or in person. Here’s how to enter your order after you receive it:
  1. Log in to PayPal Manager.
  2. Click Virtual Terminal.
  3. Click Single Transaction.
  4. For Transaction Type, select:
    1. Authorization: Choose to authorize a payment.
    2. Credit: Choose to issue a refund.
    3. Delayed Capture: Choose to capture an outstanding authorization.
    4. Sale: Choose for an immediate payment.
    5. Voice Authorization: Choose for a one-time sale where the merchant contacts the card-issuing bank for approval.*
    6. Void: Choose to void a transaction.
  5. Enter the credit card number.
  6. Under Transaction Mode, select Live (or Test).
  7. Click Submit.
  8. Select the Expiration Date.
  9. Enter Card Security Code, if desired.
  10. Enter the Amount.
  11. Complete any other information that is pertinent to the transaction.
  12. Click Submit.
After you submit your order, you can print the receipt.

For more information on voice authorizations, see:
  • How do I submit a voice authorization?
  • What is Result code 13?