Run a sale with keyed card details

Use Roc Services to run a card sale by entering the card details manually. Manually enter a card when the payment device can't read the customer's card. 

To run a keyed card sale, 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. (Optional) To assign a customer to the sale, 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 Manual Card.
  3. Select a tip amount, and then select Pay.
  4. Enter the card information.
  5. Select Pay Now.
  6. 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 [close icon].

 

Video tutorial