Chase Orbital^® Virtual Terminal support

1. From the menu top-bar, click New Order
2. Then choose Authorize
3. Enter the card number and expiration date, then click Continue
4. Choose the account type: card number or Safetech token
5. If using Safetech, paste the token (no spaces) and select the card type
6. Enter the expiration date, amount, and CVV
7. Fill in order details like Order ID, customer name, billing address, phone number, and description
8. Click Authorize and Capture to finalize the transaction
9. Print or email the confirmation receipt if needed
10. Click Close to finish

Note: Make sure you are clicking on Authorize and Capture, if you only click Authorize, it will result in just an authorization and not a completed sale.

1. From the menu top-bar, click New Order
2. Then choose Credit
3. Enter the card number and expiration date, then click Continue
4. Choose the account type: card number or Safetech token
5. If using Safetech, paste the token (no spaces) and select the card type
6. Enter the expiration date, amount, and CVV
7. Fill in order details like Order ID, customer name, billing address, phone number, and description
8. Click Credit to submit the refund—it will be added to the open batch
9. Print or email the confirmation receipt if needed
10. Click Close to finish

Here’s how to cancel a payment that hasn’t settled yet:

1. From the menu top-bar, click Open Batch
2. Use the filters to find the transaction (order ID, card number)
3. Choose the transaction you want to be voided and click Void

Note: You can only void transactions that are still open. If it’s already settled, you’ll need to process a refund instead.

• Auth Success: Transaction was approved but not captured yet
• Marked for Capture: Will be included in the next settlement
• Credited: A refund awaiting settlement
• Declined: Transaction was rejected and will be removed after settlement
• Voided: Cancelled and removed after settlement
• Auth Reversal: Authorization was voided

Verifying a card is essential to ensure the card's validity and to protect against fraudulent transactions. This process helps confirm that the card details provided are accurate and that the card is active, reducing the risk of chargebacks and unauthorized use.

1. From the menu top-bar, click New Order
2. Choose Account Verification
3. Choose the account type and enter the card or token details
4. Fill in the expiration date, CVV, Order ID, and billing address
5. Click Verify
6. A message will appear to confirm whether the verification was approved or declined
7. Click Close to exit the process

• If you haven’t submitted the transaction yet, click the Clear button to start over
• If you've already submitted it, go to the Open Batch tab and use the Void option to cancel it

Your transaction history is stored for six months. You can search by card number, order number, or a specific date range — either at the batch or transaction level.

Yes, you can use the Orbital Virtual Terminal to authorize transactions and then settle them through another processing interface with Chase, especially if you handle card-not-present transactions. It is crucial, however, that you include the original authorization code and date from the Orbital Virtual Terminal, along with the order number, your merchant ID, and the card number in the settlement process.

Profile Management is an additional module for subscribing Virtual Terminal users. There is how you create a customer profile:

• From the menu top-bar, click Admin
• Then click Profile Management
• Click New Profile button
• Enter any necessary information for this customer
• To enable recurring payments, check the Add Managed Billing – Recurring box
• If you want to set a custom billing pattern, check the Override Defaults box and specify the new pattern. If not, the profile will use your default billing pattern, which you can view or change by selecting: Profile ⟩ Managed Billing from the Admin menu

Note: You can create a profile while processing a transaction by checking the Add to Profile Management box on the New Order page.

Managed Billing lets you set up recurring, installment, or delayed payments for a saved customer profile. Pick your billing plan and Orbital does the rest. Follow the below steps:

1. From the menu top-bar, click Admin
2. Then click Profile Management
3. Click Managed Billing button
4. In the Recurrence Pattern area, you can create a very specific billing pattern based on day, week or month
5. 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 request the setup of additional users, please contact-us at 1-888-886-8869. To ensure the security of your sensitive data, account verification and contact authentication will be required.

The Orbital Virtual Terminal supports Address Verification System (AVS), Card Verification Values (CVV, CVV2, CID), and Account Verification to reduce fraud risk.

• AVS: Compares the customer's home address to the address on file with the credit card company
• CVV, CVV2: Used for card-not-present transactions to verify the authenticity of the card
• CID: Used by American Express for card-not-present transactions
• Account Verification: Verifies cardholder accounts without affecting available credit

It automatically gets the latest card info from Visa, Mastercard, and Discover—keeping your customer profiles current. To activate it, follow the below steps:

1. From the menu top-bar, click Admin
2. Then click Profile ⟩ Account Updater

Orbital sends email updates to your customers automatically when changes happen through Managed Billing or Account Updater. To activate it follow the below steps:

1. From the menu top-bar, click Admin
2. Then click Profile management

1. From the menu top-bar, click Open Batch
2. Click Search to display all open transactions
3. Review the list and click Settle to close the batch
4. A list of settled transactions will appear to confirm

1. From the menu top-bar, click Review
2. Refine your search using filters: batch number or date range
3. Choose your preferred query type: Summary Query or Detail Report
4. Click on a result to access detailed information about the batch and its transactions

Auto-settlement allows your orbital virtual terminal to automatically close open batches at a set time each day, so you don’t have to do it manually. This keeps your transactions flowing smoothly and ensures you get funded on time. Set your preferred settlement time in just a few steps:

1. From the menu top-bar, click Admin
2. Then click General admin
3. Scroll down to Auto Settle
4. Choose you preferred time and timezone

If you are using a manual batch settlement, your batch won’t be settled until you close it. To avoid that, you can switch to auto settlement option, which settles batches at a set time daily.

The transaction history function is a great tool. You can look up a customer’s payment using:

• Their card account number
• Your order number
• A specific date range

It helps quickly resolve questions or disputes.

No, financial and settlement reports aren’t available in the Orbital Virtual Terminal. However, you can still:

• View batch totals
• See detailed transaction information

If you need full statements, reach out to your sales representative or account manager.