Virtual Payment Terminal - How it Works

The virtual Payment Terminal allows you to collect payments instantly—no invoice required. It's fast, flexible, and perfect for quoting, one-off, or ad-hoc payments. 

You don't need to create an invoice. Once the payment is made, the system automatically generates a Sales Receipt, which is synced to your accounting system. 

⚠️ A sales receipt is an instrument used to record transactions where the customer pays for the goods or services immediately. 

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⚙️ How It Works

When using the Payment Terminal, you have 3 ways of using it.

1. Charge on behalf of your clients

2. Share a generic link with your clients

3. Share a customized link with your clients

Option 1: Charge Ad Hoc Payments to Clients

This method allows you to charge a customer for a one-time payment. To initiate an ad hoc payment:

1. Click "Payment Terminal" 

2. Enter the applicable customer information and payment amount.

3. Click Continue to proceed.

You will then be prompted to select the customer's payment method (e.g., credit card, ACH) and complete the transaction.

 

 

Option 2: Share a Link to Clients

Generic Links

This is the simplest way to collect a payment. Send your client the general Payment Terminal link, and they fill in the necessary information themselves. 

Field	Action
Payment Amount	Entered by client (mandatory)
Memo	Entered by client (optional)

Option 3: Customized Link

Customized links help you communicate clearly. By pre-filling the amount and memo, you give your client instant clarity on what they're paying for and how much is expected. This is a great option during the quoting process. 

 

How to specify a customer only:

You can use either the internal FlexPoint client_id as shown in the screenshots below or use the client_name= parameter as well. Enter your client name after the equals sign e.g. client_name=Alberts Construction

An example is shown below using the client_name= parameter 

Using the client_name= parameter:

https://acmeit1.flexpmts.com/core-demo/Payment/PaymentTerminal?client_name=alberts%20construction

How to specify a dollar amount only:

How to specify a memo only:

Specifying a customer, amount, and memo:

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🔗 Use with External Systems

You can also link directly to the Payment Terminal from other platforms or integrations using a specialized URL:

https://yourcompany.flexpmts.com/core/VirtualTerminal

Optional URL Parameters

You can pass the following data into the URL:

Parameter	Description
payment_amount	Pre-set payment amount
Memo	Notes or payment description