How to use Secure Virtual Terminal
Changing which card types and brands are accepted by the Paytia payment service
Controlling card brand and card type acceptance Paytia has created a licenced service allowing a Paytia account administrator to decide which card types and card brands are accepted by their business. Card brands - this is the financial organisation ...
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How do I register my payment card?
How to register a card to pay for Paytia's products. Once you have verified your email address it is time to enter the payment card that will be used to pay for Paytia's products and services. Enter your long card number into the field labelled "card ...
How do I log onto the Paytia payment platform?
How to login to your Paytia payment service The platform can be accessed from https://accounts.pay729.net/login Once you are on the login screen you have two options for profile type. These are; 1. Administrator 2. User Administration profiles - This ...
How do I capture a card?
This article will show you how to capture a card whilst using Paytia's Secure Virtual Terminal. In the Secure Virtual Terminal the user would see a dropdown for payment type and all the available payment types they have been granted access to. ...
How do I use Secure Virtual Terminal to take payments?
How users of Secure Virtual Terminal sign in, receive calls, make calls and take payments First things first If you have been set up as a user then you will have received a 'welcome' email. If you don't, then ask your administrator to create you as a ...
How do I set up Secure Virtual Terminal for the first time?
How to get up and running using Secure Virtual Terminal Contents 1. How to sign-up and login to Secure Virtual Terminal 2. Connecting your payment provider account to Paytia 3. Set up your telephony 4. Register your payment card 5. Getting started ...
Set the countries your company operates in
How can we set the countries we take payments for? Login to the portal Pick operating countries Select your country Set default country Operating country allows you to pick the countries your user's process payments for. To check if you have the ...
How do customers call my existing phone number & still take payments?
In this article we explain the three ways to enable you to set up your telephony so that you can take secure card payments on incoming calls There are three ways to enable Paytia on your incoming calls: 1. Publish your new Paytia number Instruct ...
How do I add the Paytia payment service IP address to my payment gateway?
Trusting Paytia on your payment service gateway account Some payment gateways operate by whitelisting the IP address where payment requests are sent from. If this is a requirement you will need to use the following details to trust Paytia on payment ...
How do I add an user?
Adding agents for capturing User ID and using the Virtual Terminal Agents exist in the system for two licenses; Capturing an User ID number when using the Paytia service by telephone handset only Providing the user access to the Paytia Secure Virtual ...
How do I use the test platform?
This article will guide you on how to use a test gateway within the Paytia platform Login When signed into your admin account of Paytia's Secure Virtual Terminal you will have a category on the left-hand side named Manage payments, click here and you ...
How do I reconcile payments made via Paytia?
This article explains how you can match payments to your order records when using Paytia. Paytia transaction details are posted to your payment gateway with metadata to enable you to distinguish phone payments from other channels in your ...
How do I set my pin for outbound calling?
Security pin for outbound calling through Secure Virtual Terminal When you progress through the setup process if your account package has the Outbound Calling license enabled you will be asked to set a 3 digit security pin. When you call your chosen ...
How do I turn off the Keyphone setting?
The Keyphone setting will allow you the choice on whether you wish your merchant/agent to take payments via the phone without the use of Secure Virtual Terminal. This article will guide you on how to access this setting. Contents of Keyphone setting ...
How do I take payments in different currencies?
Secure Virtual Terminal enables you take payments in currencies of your choice. This article explains how. Contents of Operating currency Making a payment Removing a currency Contents of operating currency The operating currency licence is used to ...
Multi-currency Support
This article explains how you can operate with multiple currencies using Paytia's Secure Virtual Terminal Login to the portal Pick operating currency Select your currency Set default currency Multi-currency is an additional licence that can be added ...
How do I add an additional user license?
The following article will guide to to adding an additional user license for your account If you are logged onto Paytia's platform you can use this link to automatically take you there - https://paytiadirect.pay729.net/merchant/addon_license Whilst ...
How do we get users active?
Sending users email verification, setting passwords and logging onto take payments Set User Panel - Access on the agent screen. Once you have created your users you can click on the Reset Password Link button, this will bring up the User panel - ...
How can I top-up call minutes?
This will show you where to top-up call minutes on the Secure Virtual Terminal Should you run out of minutes you will be able to purchase top-up call minutes from inside the admin account of your Secure Virtual Terminal. Once logged in there is a ...
Can I send my customer a payment receipt?
You can. This article explains how to activate, setup and use the customer payment-receipts function 1. Setting up the payment-receipt function 2. How to send customers a payment receipt 1. Setting up the payment-receipt function Go into the ...
How do I enter a card for payment?
Credit or debit card capture to pay for my account If the package you have chosen to trial has an automatic upgrade to live or you have chosen to purchase the account to use immediately then Secure Virtual Terminal will prompt you to enter a credit ...
How do I change the Secure Virtual Terminal address fields?
Changing the billing and shipping city fields from city selection to manual input For customers that have the Secure Virtual Terminal licence enabled you are able to make changes to the billing and shipping city fields so agents can either select a ...
When do we pick a telephone number?
How do I choose a secure telephone number? As part of the account setup process you will be able to pick a telephone number for the country your package was created for. The country will already be loaded and you can use the area code field to filter ...
What telephone number do I enter so that customers call me?
The telephone number we will divert your secure payment telephone calls to When customers need to make a payment they can call you on your chosen Paytia secure payment telephone number (you chose earlier in the setup). Choose the country code and ...
How do I configure my Secure Virtual Terminal?
Getting started with Secure Virtual Terminal This article outlines Secure Virtual Terminal functions and how to configure them. It covers the following: Initial configuration Administration console orientation Managing payments Administering users ...
Adding custom fields to capture more payment information
How do I add fields to send additional custom values to Paytia and a payment gateway? Note: Custom fields is an additional licence. If you require this please contact sales@paytia.com Paytia has now introduced Custom fields as an additional licence ...
How do I take recurring payments?
This article explains how you can take recurring payments securely during calls using Paytia Secure Virtual Terminal In this article we explain the following: Login Beginning a payment Recurring payment options Recurring detail Taking an immediate ...
How do I make an agent call-return?
This article will show you have to make an "agent call-return" for an user This article outlines call return functions and how to configure them. It covers the following: What is agent call-return? Purchasing additional telephone numbers Assigning ...
How do I update my payment card?
Showing the process of updating the users payment card When your subscription expires for a variety of reasons, such as an expired card. The merchant portal will require you to update your card. To do this - 1. Navigate to the Dashboard sub-menu on ...