Valpay Virtual Terminal – Steps for Processing a Payment

Tip: Log in to the Valpay Portal https://reporting.valpay.com/

1. - Navigate to Virtual Terminal (you must have the correct access enabled).

• Enter the currency.

• (Optional) Use the Saved Cards dropdown:

  • If stored payment information exists, select the card and apply the payment.

  • If no stored payment information exists, skip this step (you can save the card on the next screen).

• Review Payment Options:

  • You may check Require Billing Address and Require CVC.

  • If you do not have one or both, uncheck the option(s) to allow payment entry without them.

• Click Payment Initialized.

• Enter the card details.

  • Optionally select Save for my next payment to store the card for future use.

• Click Pay to complete the transaction.

Alert: ## Important Notes

• No system integration
  The payment processing tool is not integrated with the accounting/ERP system. Payments must be processed in the payment tool first, and the receipt must then be manually entered into the accounting system.

• How to send a receipt to the client
  The payment tool in Valpay does not provide an option to send receipts directly to clients. Receipts must be sent through the accounting system.

  1. Enter the receipt in the accounting system and apply the payment.

  2. Go to Program>email the receipt to the client.

2. Go to Program>email the receipt to the client.