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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 log in 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

Sign up and log in

When you purchase Secure Virtual Terminal you will be directed to a sign-up page.

Input name, company name, email and a password.

When completed your will be asked to complete a three-step setup process:

OB screen 2

Step 1: Connecting your payment-provider account to your Paytia service

Follow the instructions.  The process of connecting your payment gateway/provider to your Paytia Secure Virtual Terminal will vary by provider. 

Step 2: Set up your telephony

To take payments on a phone call, that call must pass through the Paytia Platform.

All calls are connected to the Paytia Platform using a Paytia phone number that you select during set up.

In addition you're asked to provide the phone number on which you want  to receive or make calls.

Once you have provided these you can then decide how to configure your telephony to suit how you want to receive calls from customers.

Incoming customer calls

To enable customers to call you and make a payment, you can either:

  • Publish the new Paytia number to customers
  • Ask your telephone provider to forward (or port) your existing number to Paytia
  • Or if you have one, connect to Paytia from your cloud phone system

Further information on this topic can be found here.

Outbound calls to customers

This is a simple process that is explained in the following video.

[insert video here]

Other configurations can be accommodated — contact us for more information.

OB telephony screen

Step 3: Register your payment card

You will then be asked to register your payment card for billing.

You're now ready to start taking payments

By default you are set up as administrator and user.

In order to start taking payments click on the button that says "Click to take a payment"

For more information on how to take a payment read this article.

If you want to switch to administration from user you can use the toggle on the top of your lefthand menu:

user-admin toggle

Alternatively you can go straight to your admin dashboard by clicking on "Access your administration console"

final OB screen

Configuring your Secure Virtual Terminal

Your Secure Virtual Terminal is packed full of customizable features.

Read this article for more information on how to change your setup, customize your agent payment screen instructions, and many other features,