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    How to process a transaction in Paya Exchange

    Description

    How do I process a transaction?


    Resolution

    1. Choose Virtual Terminal (VT) on the Quick Links (mini-app) sidebar on the left-hand side of the Paya Exchange screen.
       
    2. Choose 'Launch' for the VT that you want to process the transaction under.
       
    3. On the top right-hand side of the screen, choose the payment method you would like to use:
      • Quick Sale - Used for basic retail-type transactions
      • Credit Card - Includes additional fields for shipping information
      • Virtual Check - Used for Virtual Check/ACH transactions
         
    4. Complete the required fields
       
    5. Choose 'Process Transaction'
      • For Credit Card and Virtual Check, you will need to click 'Next' at the bottom of the screen twice to receive the 'Submit Transaction' button.


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