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    How to Use the Recurring Series Checkbox in the Virtual Terminal

    What does "This transaction is part of a recurring series" checkbox do in the Virtual Terminal?


    Recurring transactions are stored in the Virtual Terminal and a merchant is able to charge those customers as part of a recurring series.  


    The Transaction page of the Virtual Terminal has a checkbox labeled "This transaction is part of a recurring series":

    Check this box to ensure that the transaction you are processing is recorded as part of a recurring series. 

    This checkbox is an indicator that is passed to the cardholder's bank. It identifies the cardholder as a frequent customer of the business and it does not impact any recurring customers that are set up in the Virtual Terminal.

    If you have questions or require additional information, please contact us and we will be in touch with you shortly.

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