If you previously saved a customer's card to their profile in Roc Services, you can use it to run a sale without having to re-enter their payment details. For more information about saving a customer's card, go to Save a customer's card when you run a sale.

To run a sale with saved payment details, complete the following steps:

1. Open the Virtual Terminal.
2. Add items to the order.
3. Run the sale.

Step 1: Open the Virtual Terminal

1. Log in to https://services.rocpos.com/login.
2. From the navigation menu, select Virtual Terminal.
3. Select Assign Customer, and then choose one of the following options:
   • To select an existing customer, select the customer from the list.
   • To add a new customer, complete the following steps:
     1. Select Add Customer.
     2. Enter the customer's details.
     3. Select Save.

Step 2: Add items to the order

When you run a sale, you can add one or more items to your order. There are two types of items that you can add:

• Add a quick item — A one-time item that you can create and add to the order.
• Add a catalog item — A commonly sold item in your catalog that you can reuse across multiple sales.

Note: Before you add a catalog item, you must create a category and add the item to the category. For more information about how to create a catalog item, go to Create a catalog item.

Add a quick item

For each item that you want to add, complete the following steps:

1. From the Quick Charge tab, use the on-screen keypad to enter the dollar amount of the item.
2. Select +.
3. (Optional) To edit the item name, hover over the item, and then select [pencil icon].

Add a catalog item

For each catalog item that you want to add, complete the following steps:

1. Select the Catalog tab.
2. Select the category.
3. Select the catalog item that you want to add.

Step 3: Run the sale

1. Select Charge.
2. Select Card on File.
3. Select a tip amount, and then select Pay.
4. From the list of saved cards, select Pay Now next to the customer's card details.
5. When the receipt displays on the screen, complete one of the following actions:
   • To send the customer an email or SMS receipt, complete the following steps:
     1. Select Send Receipt.
     2. Enter the customer's email address or phone number.
     3. Select Share.
   • To print a receipt, select Print.
   • To close the receipt, select