MyBridgePay Virtual Terminal Quick Reference Guide

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Minimum Requirements

  • Windows 8 or higher 32 or 64 Bit

  • MAC OS 9 or higher

  • 2 GHz or higher

  • 2 GBs or higher of RAM

  • Browsers: Chrome, MS Edge (Chromium), or Firefox

Device Options

 

Configuring a Device for the Virtual Terminal

To accept EMV, Tap to Pay, or swipe transactions, configure your device using the Device Wizard in the Virtual Terminal.

Select your device from the drop down menu and follow the steps in the Device Wizard. 

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  • USB Connected Device = IDTECH Augusta Device Setup

  • Network Connected Device = PAX Device Setup (Pairing)

MyBridgePay Transactions

Credit Sale (Swipe)

  • In the Virtual Terminal, click Payment Method  

  • Select Credit Card from drop down

  •  Under Transaction Type

  • Select Sale from drop down

  • Input $ amount (* required field)

  • Insert, Tap, or Swipe card using card reader

  • Fields will auto populate

  • Complete any optional fields

  • Click Process

Credit Sale (Manual/Keyed)

  • In the Virtual Terminal, under Payment Method  

  • Select Credit Card from drop down

  • Under Transaction Type

  • Select Sale from drop down

  • Input $ amount (* required field)

  • Input Credit Card number & expiration date

  • Input AVS info: Billing Address and Zip Code

  • Input Card Security Code (CVV) if card is not present

  • Complete any optional fields

  • Click Process

Credit Refund (by way of Find Payment information)

  • Use the Find Transaction from the left navigation menu

  • Input your search criteria, date range, and click search

  • Find the transaction to refund and click the Refund icon

  • If partial refund, input the $ amount and click Process

  • If full refund, click Process

  • A Receipt window opens to confirm refund is completed and have option to email receipt or print receipt.

Credit Void

  • Select Batch Management from the left navigation menu

  • Click Unsettled Batches, find transaction from the list

  • Click the Trash Can icon to initiate VOID

  • Click Save Changes (bottom right of screen)

  • Click Yes to confirm

  • Click Ok to close window

Repeat Sale (by way of Search Method)

  • Input last 4 digits of card or last name or Click arrow to the right for more search criteria

  • Find the transaction to reprocess and click the Repeat Sale Icon

  • Input $ amount if amount is different.

  • Click Process

Credit Authorization 

  • In the Virtual Terminal, under Payment Method  

  • Select Credit Card from drop down

  • Under Transaction Type

  • Select AUTH from drop down

  • Input $ amount (* required field)

  • Insert, Tap, or Swipe card using card reader

  • Fields will auto populate 

  • Complete any optional fields

  • Click Process

Credit Capture (For Auths)

  • Select Batch Management from the left navigational menu

  • From Unsettled Batches, find transaction from the list

  • Enter in Settle Amount

  • Check the box to Capture transaction

  • Click Save Capture to confirm

  • To settle the transaction, select Submit for Settlement

Card Verification (Swiped)

  • In the Virtual Terminal, under Payment Method

  • Select Credit Card from the drop down list

  • Under Transaction Type

  • Select Card Verification from drop down

  • Insert, Tap, or Swipe card using card reader

  • Card number, expiration date, and account holder name fields will auto populate

  • Input Card Security Code (CVV) (* required field)

  • Input Billing Zip Code (* required field)

  • Complete any optional fields

  • Click Process

Card Verification (Manual/Keyed)

  • In the Virtual Terminal, under Payment Method

  • Select Credit Card from the drop down list

  • Under Transaction Type

  • Select Card Verification from drop down

  • Input Credit Card number & expiration date

  • Input Card Security Code (CVV) (* required field)

  • Input Billing Zip Code (* required field)

  • Complete any optional fields

  • Click Process

ACH Sale

  • In the Virtual Terminal, click Payment Method  

  • Select ACH from drop down

  • Under Transaction Type

  • Select Sale from drop down

  • Select SEC Code (TEL, CCD, or PPD)

  • Input $ amount (* required field)

  • Select Account Type

  • Click Process

MyBridgePay Reports

How to run a Transaction Sales Report            

  • Go to Reports

  • Click Transaction Reports

  • Select Sales Report

  • Enter the search criteria

  • Click Search

  • View the report or export the file

  • To export the file, click the icon for the file format: PDF, XLS, CSV, or TSV

How to run a Batch Summary Report

  • Go to Reports

  • Select Batch Reports

  • Select Summary Report

  • Enter the search criteria

  • Click Search

  • View the report or export the file

  • To export the file, click the icon for the file format: PDF, XLS, CSV, or TSV

How to run a Batch Detail Report

  • Go to Reports

  • Select Batch Reports

  • Select Detail Report

  • Select Batch ID from drop down

  • Enter the search criteria

  • Click Run Report

  • View the report or export the file

  • To export the file, click the icon for the file format: PDF, XLS, CSV, or TSV

 

MyBridgePay Batch Settlement

How to Manually Settle a Batch

  • Go to Batch Management

  • Go to Unsettled Batches tab

  • Capture the entire batch by checking Capture All (Will Capture all Auth Only transactions)

    • Or select specific transactions by checking the Capture box for the transaction

  • Click Submit for Settlement

 

Auto Settlement

By default, auto settlement is enabled unless it was instructed to disable.

NOTE: Auto Settlement times must be setup in Eastern Time Zone (EST/EDT).

 

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