A browser-based workflow
Explore whether a provider-hosted terminal fits remote orders. Confirm permitted payment-entry methods and staff responsibilities with the provider.
WAYTRIX / PAYMENT ACCEPTANCE
A simpler way to take remote payments.
Discuss browser-based payment entry, user permissions, and appropriate handling of customer information.
Talk through your requirementsTHE SHORT ANSWER
What is a virtual terminal?
A virtual terminal is a secure web page from your payment provider where authorized staff can key in card payments taken by phone, mail, or invoice, without a physical card reader. It suits service businesses and remote sales. Keyed payments are usually priced higher than in-person ones and require careful handling of customer card details.
KEY TAKEAWAYS
- No hardware needed; payments are entered in a browser.
- Use user permissions to control who can charge and refund.
- Never write down card numbers taken over the phone.
GO DEEPER
PAYMENTS IN MOTIONTake payments from wherever you work.
FOLLOW THE EXPERIENCE
01
Receive the order
↓02
Use provider tools
↓03
A workflow illustration. Exact capabilities depend on the provider and configuration.Match the invoice
↓THE DETAILS BEHIND THE DECISION
Make the whole workflow work.
Separate staff access
Discuss individual logins, permissions, and how access will be removed when roles change. Keep payment information out of ordinary notes and email.
Reconcile remote orders
Plan a way to match each payment with the related order or invoice without copying sensitive payment details into internal records.
MAKE AN INFORMED CHOICE
Remote acceptance: which workflow fits?
Start with the workflow you need. Confirm the details of a proposed solution before committing.
Talk through your options| Approach | Use case | What to confirm |
|---|---|---|
| 01Virtual terminal | Staff enters a payment using provider tools | Permitted entry process and permissions |
| 02Payment link | Customer completes a hosted checkout | Invoice association and status updates |
| 03Online checkout | Customer orders and pays independently | Commerce platform integration |
Browser-based entry
Key in authorized payments from a computer without dedicated hardware.
User permissions
Control who can charge, refund, or view transaction history.
Recurring schedules
Set up repeat charges for clients who have authorized them.
Careful data handling
Avoid writing down or storing card details outside the system.
FREQUENTLY ASKED
The questions worth asking.
When does a virtual terminal make sense?
It suits phone, mail, and invoice payments where the card is not present and you do not need a counter device.
Do keyed payments cost more?
Card-not-present payments are often priced differently. Ask for the exact rates in a written proposal.
How should I handle card details over the phone?
Enter them directly into the system, never write them down, and follow the provider’s security guidance.