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Orbital Virtual Terminal How-to Videos

Have a quick question about Orbital® Virtual Terminal? Check out our new How-to Videos and get the answers you need right away. Expand the sections below for help on Orbital Virtual Terminal.


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  • Log in directly at https://secure.paymentech.com/manager.
  • Or, from the Merchant Login page, select Orbital Virtual Terminal and click Go.
  • Enter your Chase Paymentech user name.
  • Click Login.
  • Verify your personal image and security phrase.
  • Key in your password.
  • Click Submit.



  • On the Login page, click the small Need Assistance Logging In link below the Login button.
  • On the Need Assistance page, click the Reset Your Password link in the Forgotten Password section.
  • Enter your user name and email address.
  • Click the Submit button.

Note: A temporary, single-use password will be sent to the registered email address for the user account. You'll need to establish a new password the next time you log in.


  • On the New Order menu, select Authorize.
  • Enter the card number, expiration date and card verification number. (On the General Admin page, there's an option to change the format of the Card Number field from 4 boxes to 1 or vice versa.)
  • Enter the amount of the sale and the order ID, which should be a unique alphanumeric value determined by your business's internal guidelines, like an invoice number or a sales reference number.
  • Enter any other necessary transaction information - required fields are indicated with a blue dot.
  • If you want to put a hold on your customer's funds, but not charge the card at this time, you can click the Auth button. The transaction won't settle until you follow up and mark it for settlement.
  • If you're sure the sales amount won't be changing and you want the transaction to be included in your next settled batch, you should click the Auth and Capture button.

Note: To enter purchasing or commercial card information, click the LEVEL II DATA or LEVEL III DATA tabs.



There are two ways to perform a refund, which is a transaction that returns money to the cardholder's account from a settled sale.

  • On the New Order menu, select Credit.
  • Enter the card number, expiration date, amount and order ID.
  • When finished, click the Credit button.
  • Note: To enter purchasing or commercial card information, click the LEVEL II DATA tab. There's an alternative refund method that allows you to look up the transaction details.

  • On the Review menu, select Transaction Search.
  • Enter or select the criteria for your transaction. From the Query Type dropdown, make sure Detailed Transactions is selected.
  • Click the Search button.
  • Select the radio button for your transaction and click the View Order button.
  • On the View Order page, review the transaction and click the Credit button.
  • Modify the amount if necessary and click the Credit button again to finish.


If a power failure or system outage occurs, you can continue getting authorizations using the voice authorization system. Once you're able, you'll need to add the voice authorization detail to your Orbital Virtual Terminal batch using a force transaction.

  • On the New Order menu, select Force.
  • Enter the card number, expiration date and card verification number.
  • Enter the amount of the sale and the order ID, which should be a unique alphanumeric value determined by your business's internal guidelines, like an invoice number or a sales reference number.
  • In the Prior Auth Approval Code field, enter the number you received from the voice authorization system for this transaction.
  • Enter any other necessary transaction information – required fields are indicated with a blue dot.
  • If you just want to put a hold on your customer's funds, but not charge the card at this time, you can click the Force button. The transaction won't settle until you follow up and mark it for settlement.
  • If you're sure the sales amount won't be changing and you want the transaction to be included in your next settled batch, you should click the Force and Capture button.

Note: To enter purchasing or commercial card information, click the LEVEL II DATA or LEVEL III DATA tabs.



  • You'll need to search for the transaction to reprint. If the transaction hasn't settled yet, click the Open Batch menu option. If the transaction is from a previous batch, on the Review menu, select Transaction Search.
  • Enter or select the criteria for your transaction. From the Query Type dropdown, make sure Detailed Transactions is selected.
  • Click the Search button.
  • Select the radio button for your transaction and click the View Order button.
  • On the View Order page, click the Response Data tab.
  • On the right side of the page, in the Print Receipts area, you can click a button to indicate which receipts to print.
  • Modify the amount if necessary and click the Credit button again to finish.


Perform an account verification to ensure the cardholder's account is legitimate and has funds available.

  • On the New Order menu, select Account Verification.
  • Enter the cardholder information and click the Verify button.


A settlement operation is used to close out the current batch of transactions and open a new batch. It's important to note that auto-settlement may be enabled for your account – you can review those settings on the General Admin page. To manually settle your batch:

  • Click the Open Batch menu option.
  • On the Open Batch - Search page, enter any necessary search criteria and click the Search button to view your transactions. (Open batch data is available for up to four months.)
  • For any Auth Only transactions that are indicated as "Auth Success" in the Trans Status - Type column be sure to click the blue Mark link in the Mark/Unmark column to select the transaction for capture/settlement.
  • On the search results page, click the Settle button to close this batch of marked transactions and open a new batch for logging and accumulating transactions.
  • A summary of the settled transactions displays – click the Close button.

Note: Debit and gift card transactions cannot be manually settled and will be automatically settled at 5 a.m. EST.


The Virtual Terminal offers several reports that help you view details and summaries for your transactions. Generating a report is a two-step process: first, you should determine whether you need an open batch report or a historical report, then you visit another place in the application (the Reporting tab) to "pick up" the reports you've created each day. Or, you can set up pre-generated reports to be delivered via email or SFTP by using the Reporting Admin feature. You can access more of your payment processing data in our proprietary online reporting solutions.

  • To view detail in an open batch, click the Open Batch menu option. To view detail for a closed batch (already settled), click the Review menu.
  • Enter or select the criteria for your report.
  • From the Query Type dropdown at the bottom of the page, select Generate Detail File to get a spreadsheet for Microsoft Excel or Generate Detail Report to get a PDF.
  • Click the Search button; "Report request was successful" will display on your page in green.
  • Then, click the Reporting menu item to view reports that you have created.
  • Once your report's Status is Complete, select the report's radio button and click the Retrieve Report button to begin the process of opening or saving the report document.

Note: You may need to disable any pop-up blocking features to continue. If a built-in pop-up blocker is preventing the document from opening, you may need to hold down the [Ctrl] key while clicking the Retrieve Report button.



The Orbital Virtual Terminal offers the capability to select a batch or set of transactions and view detail directly on the webpage.

  • To view detail in an open batch, click the Open Batch menu option. To view detail for a closed batch (already settled) or transactions in that batch, on the Review menu select Batch Search or Transaction Search.
  • Enter or select the criteria for your report.
  • From the Query Type dropdown at the bottom of the page, select Detailed Transactions.
  • Click the Search button.
  • Select the appropriate item's radio button and click the Batch Details or View Order command button, depending on whether you're viewing batches or transactions.


Compared to processing a refund to credit an item in a closed batch, a void allows you to cancel a transaction in your current (open) batch. (To cancel a transaction already submitted for settlement, you must initiate a refund by selecting Credit from the New Order menu, or by clicking the Credit button when reviewing transaction details.)

To void a transaction, you need to search for the specific transaction in your open batch.

  • On the main navigation menu, click the Open Batch menu option.
  • Enter search criteria and click the Search button.
  • On the Open Batch - Detailed Transactions page that displays, select the radio button for the specific transaction and click the Void button.


Profile Management is an additional module for subscribing Virtual Terminal users.

  • On the Admin menu, select Profile Management.
  • Click the New Profile button.
  • Enter any necessary information for this customer.
  • Select the Add Managed Billing – Recurring checkbox to enable recurring payments for this profile.
  • To customize a billing pattern for this profile, select the Override Defaults checkbox and specify the new billing pattern. Otherwise, the profile will be billed using your existing default pattern (this pattern can be viewed and modified by selecting Profile > Managed Billing from the Admin menu).
  • Click the Add button when finished.
  • You can also create a profile when you process a transaction, by selecting the Add to Profile Management checkbox on the New Order page.


Managed Billing is an additional module for subscribing Virtual Terminal users. You should establish a default recurring billing pattern for your account.

  • On the Admin menu, select Profile > Managed Billing.
  • In the Recurrence Pattern area, you can create a very specific billing pattern based on day, week or month.
  • Click the Save button when you're finished.
  • This pattern will apply to all customer profiles that you've enabled for recurring payments, and haven't customized a billing pattern for.
  • To go back and enable or alter recurring payments for a customer profile, on the Admin menu, select Profile Management.
  • In the Search – Edit or View Profiles area, enter search criteria for the existing profile and click the Search button.
  • On the results page, select the profile's radio button and click the Edit/View Profile button.
  • Select the Add Managed Billing – Recurring checkbox to enable recurring payments for this profile.
  • To customize a billing pattern for this profile, select the Override Defaults checkbox and specify the new billing pattern. Otherwise, the profile will be billed using your existing default pattern.
  • Click the Add button when finished.


  • To request the setup of additional users, please contact Gateway Support at 1.866.645.1314.
  • To ensure the security of your sensitive data, account verification and contact authentication will be required.


  • Your merchant number (Merchant ID) is located across the top-middle of the Virtual Terminal screen above any transaction information.
  • Your merchant number is also located on the front of your merchant statement, which is always available in our online reporting application, Resource Online.

  • If you are having technical trouble and would like help from a member of our Advanced Product Support group, then contact Gateway Support or call 1.866.645.1314.
  • If you have a question about fees or need general support for your existing processing account, you can call Chase Paymentech Merchant Services at 1.888.886.8869.

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