Managing Profiles

You can view your existing Virtual Terminal and Secure Acceptance profiles and create new profiles for your merchants.

A Secure Acceptance profile consists of settings that you configure to create a customer checkout experience. You can create and edit multiple profiles, each offering a custom checkout experience.

The Virtual Terminal always requires that you display at least one type of card. The minimum required information for retail transactions comprises card information (except for the card verification number), amount and currency, transaction source and type, and customer name.

To display a field in the Virtual Terminal, click Display. As soon as you do so, the other options (Require and Receipt) are enabled. To require users to complete a field, click Require; the field becomes highlighted in the Virtual Terminal. To add a field to the transaction receipt, click Receipt. You can add any field that is displayed; fields do not need to be required in order to appear on the receipt.

When merchants log in to the Business Center, the Virtual Terminal settings are read-only. Any changes to the Virtual Terminal settings will need to be managed by the reseller, who can edit the settings through the Portfolio Management portal.