Run an ACH Transaction in the Virtual Terminal

Fortis Gateway

Last Updated: December 5, 2022

Please note that transactions processed using the virtual terminal will not be linked to a contact record.  

If you want to run a one-time transaction linked to a contact, please see the article Run a One-Time Transaction for a Contact.

  1. Select Virtual Terminal from the left-hand menu.
  2. Verify the correct Location appears in the field. image-20221122223828-2.png
    • Use the drop-down menu to select the correct location if needed.
      image-20221122230112-9.png
  3. Select ACH as the Payment Method.
    image-20221122230140-10.png
  4. Verify the correct Deposit Account appears in the field.
    • Use the drop-down menu to select the correct account if needed.
      image-20221122230228-11.png

  5. Enter the necessary Transaction Information.
    • **Required fields are indicated with a red asterisk (*).
    • Select the appropriate Transaction Type.
      • Collect (Debit) - Use this transaction type to charge (i.e., collect money from) an account.
      • Send (Credit) - Use this transaction type to refund (i.e., send money to) an account
        image-20221122230008-8.png

    • Enter the Transaction Amount.
    • NOTE - Be sure to include the decimal when entering the transaction amount.  If you do not include a decimal, the system will treat the amount entered as dollars.
    • (Example: Twelve Dollars = $12.00, if you enter $1200 the system will treat this as One-Thousand Two-hundred Dollars)
      image-20221122230911-12.png

    • The SEC Code field is optional.
    • NOTE - Click the question mark (?) next to the SEC Code label to see available codes and their definitions.
      image-20221122231626-15.pngimage-20221122231733-16.png

    • Click the appropriate options below for the customer's ACH account.
      • Account Type - Checking or Savings
      • Business/Personal Account
        image-20221122232410-17.png

    • Complete the remaining fields as necessary.
  6. Complete the Billing Information section if desired.
    • If your business stores ACH accounts for future or recurring transactions you can check the Save as Account Vault checkbox to save the card information from this page.
    • It is highly recommended to complete the address and email fields if you are going to create an Account Vault.
      image-20221122233822-18.png

  7. Click the Process Transaction button under the Transaction Information form.
    image-20221122234142-19.png
  8. The Transaction Detail screen will pop up automatically.
    • From this screen you can perform the following actions:
      • Void - This option allows a transaction to be Voided before it is submitted to the processor.
      • Email Receipt - Email a copy of the transaction receipt to the email address entered in the form.
      • Print - Print a hard copy of the receipt.
        image-20221122234808-20.png

  9. Click the Close button to return to the Virtual Terminal.
    image-20221122234940-21.png


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