Confirm the use case
Identify why manual payment entry is needed and which transactions the provider allows. Compare it with hosted payment links that let the customer enter information directly.
YOUR NEXT BUSINESS MOVE
Virtual terminal payments
Assess a provider-supported way to take remote payments.
01
Start with the transaction.
Assess a provider-supported way to take remote payments.
Limit access
Give access only to the staff who need it and follow the provider’s handling requirements. Do not retain full card details in ordinary notes or spreadsheets.
Review the agreement
Manually entered transactions may have different costs, evidence requirements, and risk treatment. Confirm receipts, refunds, and support routes before use.
02
Price the complete setup.
The agreement should explain each part of the service.
Processing
Compare the published starting model with your transaction mix. Final rates, fees, and eligible transactions are confirmed in the merchant agreement.
Tools & delivery
Hardware, applications, gateway subscriptions, implementation, training, and support are itemised as relevant. Confirm recurring costs as well as initial setup.
GrowthPass
An eligible arrangement can include a defined website or marketing benefit. Select the benefit that supports the business and review its conditions alongside the payment terms.
03
Prepare a useful assessment.
Approximate business information is enough to start.
Your current arrangement
List the provider, software, devices, monthly sales range, and the problems you want to solve. Do not submit card or bank account information in the enquiry form.
Your required workflow
Describe a normal payment and an exception, including which records need updating and who needs access.
Your timing
Tell us about opening dates, peak trading, and staff availability. Implementation depends on provider readiness and the agreed scope.