Important Note ⚠️
Payments processed through the Virtual Terminal will NOT post back to the software or invoices.
These payments are processed externally and should be reconciled separately.
Step-by-Step Instructions
Step 1: Log in to the RevPay Portal
Navigate to the RevPay Portal using in your browser. Login page and sign in using your assigned credentials.
Step 2: Select Virtual Terminal
- From the Menu select> Payments
- Then, Select Virtual Terminal
Step 3: Enter Payment Details
Enter the required payment information, including:
Choose the appropriate payment method (e.g., credit card or ACH) from the available options.
- Card or bank details
- Payment amount
- Customer information (if applicable)
Double-check all information for accuracy before proceeding.
Double-check all information for accuracy before proceeding.
Security & Payment Options Note:
- Copy Payment Link is the most secure way to send a payment request to a customer.
- Launch Payment Page will open a payment page directly in your browser and should be used for in-person payments or payments taken over the phone.
Step 4: Submit the Payment
Click Submit to process the payment. Wait for the confirmation message to ensure the transaction was successful.