For New Customers:

  • One-Time Card - Select Card Sale under Virtual Terminal section > fill out the Card Details and Amount, along with the Order Description > then scroll down and select Charge.
  • One-Time ACH - Select Check Sale under Virtual Terminal section > fill out the Card Details and Amount, along with the Order Description > then scroll down and select Charge.

For recurring its slightly different and really only for ACH. The customer needs to be in the system first for ACH (see below for more details) 

  • Recurring Card - Select Add Subscription under Services section > fill out the Card Details, along with the Order Description > then scroll down and select Continue.

  • Recurring ACH - You will need to add the Customer and ACH details first, then follow the same steps you did for Kraus. (See below)
1. Select Custom Vault on the left hand menu followed by Add Customer.

2. Select Electronic Check Option then fill out all required account details, followed by Submit.

3. Then you can follow the steps put out below.

4. While in the merchant portal select Customer Vault, followed by List Customers.

5. Next select the Submit button (no fields are required as the recurring accounts will appear on one page once you hit submit)

6. Once the recurring list is displayed, find the customer you would like to set up recurring for and select the recurring icon under the actions column (recurring icon - two arrows cycling)

7. When the ACH details are prompted, they should be auto infilled. (Be sure to include the order description under the far right order information column.) If all appears accurate, scroll down and select Submit.

8. Next step will require the amount and the date selection. First Add the Amount for the recurring transaction.

9. Next select fill in charge the customer on day "The Day" on every "1" month(s)

10. Then select change until cancel and choose the start changing dates on the upcoming date "8/5/26" followed by Save

For Existing Customers:

  • One-Time Card -

    • Select Custom Vault on the left hand menu followed by List Customers.
    • Next select the Submit button (no fields are required as the recurring accounts will appear on one page once you hit submit)

    • Once the Vault list is displayed, find the customer you would like to charge a one-time card payment to and select the Card Icon under the actions column (it will save sale when you hover over it)

    • When the Card details are prompted, they should be auto infilled. (Be sure to include the order description under the far right order information column.) If all appears accurate, scroll down and select Charge.

  • One-Time ACH -
     
    • Select Custom Vault on the left hand menu followed by List Customers.
    • Next select the Submit button (no fields are required as the recurring accounts will appear on one page once you hit submit)

    • Now find the customer you would like to set up a one-time ACH payment for and select the Card Icon under the actions column (it will save sale when you hover over it) This will still pull over their ACH information. 

          Note: you can tell what payment a customer has in the vault in the Details column.|
    • When the ACH details are prompted, they should be auto infilled. (Be sure to include the order description under the far right order information column.) If all appears accurate, scroll down and select Submit.

  • Recurring Card -
     
    • While in the merchant portal select Customer Vault, followed by List Customers.

    • Next select the Submit button (no fields are required as the recurring accounts will appear on one page once you hit submit)

    • Once the vault list is displayed, find the customer you would like to set up recurring for and select the Recurring Icon under the actions column (recurring icon - two arrows cycling)

    • When the cards details are prompted, they should be auto infilled. (Be sure to include the order description under the far right order information column.) If all appears accurate, scroll down and select Continue.

    • Next step will require the amount and the date selection. First Add the Amount for the recurring transaction.

    • Next select fill in charge the customer on day "The Day" on every "1" month(s)

    • Then select change until cancel and choose the start changing dates on the upcoming date "8/5/26" followed by Save.

  • Recurring ACH - (Actual Admin on Account is the only one who can do this)
1. While in the merchant portal select Customer Vault, followed by List Customers.

2. Next select the Submit button (no fields are required as the recurring accounts will appear on one page once you hit submit)

3. Once the recurring list is displayed, find the customer you would like to set up recurring for and select the Recurring Icon under the actions column (recurring icon - two arrows cycling)

4. When the ACH details are prompted, they should be auto infilled. (Be sure to include the order description under the far right order information column.) If all appears accurate, scroll down and select Submit.

5. Next step will require the amount and the date selection. First Add the Amount for the recurring transaction.

6. Next select fill in charge the customer on day "The Day" on every "1" month(s)

7. Then select change until cancel and choose the start changing dates on the upcoming date "8/5/26" followed by Save