Run an ACH Transaction in the Virtual Terminal

Fortis Gateway

Last Updated: January 28, 2025

Here's an interactive tutorial

** Best experienced in Full Screen **

                        


Welcome to this tutorial on Running an ACH Transaction in the Virtual Terminal.

Please note that Virtual Terminal transactions are not linked to a customer record. If you would like instructions on running a transaction for an existing customer, please see the article on Running a Transaction from an Account Vault.

1. Start by clicking Virtual Terminal.

Step 3 image

2. If you have access to multiple locations, select the correct location from the Location drop-down.

Step 4 image

3. Click ACH.

Step 5 image

4. Select the Transaction Type. For this transaction we will be creating a Sale, or Collect (Debit) transaction.

Step 6 image

5. Enter the Transaction Amount.

Step 7 image

6. Select the correct SEC Code for the transaction.

Step 8 image

7. Select the Account Type.

Step 9 image

8. Select the account ownership type Personal or Business.

Step 10 image

9. Enter the Account Holder Name.

Step 11 image

10. Start Entering the Routing Number.
Then select the correct Bank from the drop-down.

Step 12 image

11. Click

Step 12b image

12. Enter the Account Number.

Step 13 image

13. Optional: Enter a Description for the transaction.

Step 14 image

14. It is highly recommended to enter the Billing Information for every transaction.
The customer's billing information is required if you want to create an Account Vault.

Step 15 image

15. Enter the Address.

Step 16 image

16. Enter the Zip code.

Step 17 image

17. Enter the customer's Email if desired.

Step 18 image

18. Click the Save as Account Vault checkbox if desired.

Step 19 image

19. An Account Vault Title is required to save the Account Vault.

Step 20 image

20. Click Process Transaction.

Step 21 image

21. If the transaction is successful, the Transaction Detail screen will pop up. From this screen you can Void the transaction and Email or Print Receipt.

Step 22 image

22. Once you are finished, click Close.
That's it. You're done!

Step 23 image



I found this article helpful
I did not find this article helpful