Have questions about Orbital® Virtual Terminal? Check out our short how-tos, FAQs and reference guides, and get the answers you need right away. Click on the tabs below.
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.
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.
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.
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.
Note: To enter purchasing or commercial card information, click the LEVEL II DATA or LEVEL III DATA tabs.
Perform an account verification to ensure the cardholder's account is legitimate and has funds available.
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:
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.
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.
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.
Profile Management is an additional module for subscribing Virtual Terminal users.
Managed Billing is an additional module for subscribing Virtual Terminal users. You should establish a default recurring billing pattern for your account.
What is Virtual Terminal?
You can use Chase Paymentech's Orbital® Virtual Terminal for key-entered transactions and a variety of other payments management functions. It is a Web-based application that performs the processing functions of a physical point-of-sale (POS) system and requires only a computer with a secure Internet connection and a Web browser.
What are the features of the Virtual Terminal?
Does the virtual terminal support card-not-present transactions?
Presently the Orbital Virtual Terminal is for card-not-present transactions only. It supports the full range of needs: authorization only, authorization and capture, refunds and voids. You can also enter extended order data as needed for tracking and reconciliation. iTerminal® supports card-present and PIN debit transactions.
Does the Orbital Virtual Terminal offer fraud detection services?
Yes. The Virtual Terminal supports Address Verification System (AVS), Card Verification values (CVV, CVV2, CID) and Account Verification.
Can I process purchasing cards?
Yes. You can process purchasing cards with Level II and Level III data via the Virtual Terminal.
Can I process electronic checks with Orbital Virtual Terminal?
Your company may be able to process electronic checks. Please contact your account executive or a sales representative for further information.
Can I process in currencies other than U.S. dollars?
Your company may qualify for international currency services. Please contact a sales representative for further information.
Can I issue refunds through the Orbital Virtual Terminal?
Yes. From the New Order menu, select the Credit option, enter the required data and then click the Credit button. You can also look up transactions underneath the Review tab and perform a quick credit. This type of refund will not require the merchant to re-enter the information.
Can I use the Orbital Virtual Terminal outside my office - i.e., at a tradeshow?
Yes. You can access the Orbital Virtual Terminal anywhere you have a secure Internet connection and a Web browser.
Can I use the Orbital Virtual Terminal to only authorize items, and then settle them through another processing interface to Chase Paymentech?
Some card-not-present merchants can use this feature; however, it is mandatory that the settlement process include the original authorization code and date obtained from Virtual Terminal, as well as the order number, your merchant ID and the card number. Please contact a sales representative or your account executive for further information.
Is transaction history retained?
The Orbital Virtual Terminal stores all transaction history for six months. You can look up items by card account number, your order number and/or a date range. Searches can be done at the batch or transaction level.
Are my merchant statements available with the Orbital Virtual Terminal?
You can use the Virtual Terminal to retrieve batch totals and the details of transactions within each batch. The Transaction History function can be an invaluable tool to assist in customer service. Reports containing financial and settlement information, including statements, are not available from the Orbital Virtual Terminal. For more information on these types of reports, please discuss with your sales representative or account manager.
Does Orbital Virtual Terminal support any other payment processors?
This service is a proprietary system of Chase Paymentech and is only available to our merchant base. If you are currently using another payment processor, you will need to establish a merchant account with Chase Paymentech to utilize Orbital Virtual Terminal.
If I have an existing merchant account with Chase Paymentech, can my company be set up to use the Orbital Virtual Terminal or must I establish a new merchant ID?
In some cases, we can use your existing merchant numbers to set up your access to the Orbital Virtual Terminal. In other cases, however, new identification numbers are needed. If you are an existing merchant, please contact your account executive to find out.
How long does it take to set up the Virtual Terminal?
After your merchant account is approved and set up, the Virtual Terminal is normally activated within 48 hours. Contact your account executive or sales representative for further information and for assistance in establishing an account.
Is the system available for use anytime?
Yes. The system is available on a 24/7 basis. The Orbital Virtual Terminal has an automatic time-out feature, based on 20 minutes of inactivity, to help reduce the risk of unauthorized use of the system. After 20 minutes of inactivity, you will be required to log back into the system in order to perform an activity.
More than one person from my company will need to use the Orbital Virtual Terminal. Do I need to get separate logins for each user?
Each user is provided a unique login. The Virtual Terminal supports multiple logins with flexible access permissions. You can establish logins that will allow the user to authorize only, authorize and capture - but not refund - while other users may log in with full access.
Can I have multiple Virtual Terminals?
Yes. Each Orbital Virtual Terminal account represents one merchant identification number. As such, you may have multiple Virtual Terminals established, with each account set up for an individual merchant identification number.
Does the terminal capture items that will then be charged to a cardholder?
Yes. If you only authorize an item, you will need to mark it for capture. This is done by opening a batch, selecting the authorized item and then marking it for capture. If the item was already processed as an authorize-and-capture transaction, there are no additional steps you need to perform.
Do I have to close out the terminal every day?
Yes, the terminal must be closed out every day using one of the following options: you may log in daily and close all batches, by clicking Settle under the Open Batch tab; or at the time of setup, Chase Paymentech can establish an Auto-Close option for you. Under this option, we will automatically close open batches at a pre-scheduled time every day. You can then select this Auto-Close Yime during the application process for the Orbital Virtual Terminal and it will automatically close out every day for you.
Does the system report activity by user login?
Yes, the Virtual Terminal allows you to search and generate reports based on user login.
How do I authorize a card?
After logging in, you will be presented with a New Order screen. In this mode, you can authorize only or authorize and capture a card transaction.
How do I charge a cardholder?
Charging an account requires three events: first, you must authorize the transaction. Second, you must capture the transaction. You have the option to "authorize only" or "authorize and capture" transactions. Then you can settle the system manually or by using the auto settle feature below the admin tab. And last, you must close open batches. The Virtual Terminal enables you to perform each of these steps as individual processes, or they can be consolidated into a single auto-close process. In this mode, you may process an authorization and a capture as a single transaction, and also be set up for a daily auto-close of open batches. When set up this way, you only need process the single auth/capture transaction and the Orbital Virtual Terminal does the rest. All items that are marked for capture will then be released for cardholder billing.
If I make an error entering data, how do I correct it?
As long as you have not executed a function, corrections are easy. The Clear button clears all fields and lets you start over. If you have completed the transaction, you can use the Void feature to cancel the transaction. If you entered a transaction in error, you also have the ability to void the transaction under the Open Batch tab.
If I have a question, where do I go for support?
A staffed support center is available 24 hours a day. At the time of setup, the merchant is provided a toll-free number and an email address to contact for all support questions.
The products and services found on www.chasepaymentech.com are intended for approved U.S. merchants only and comparable products and services may not be available for non-U.S. merchants. For information on non-U.S. products and services, please visit our other sites at www.chasepaymentech.ca and www.chasepaymentech.eu. All U.S. merchant services are provided by Paymentech, LLC ("Chase Paymentech"), a subsidiary of JPMorgan Chase Bank, N.A.