QUICK REFERENCE GUIDES

AGMS GatewayAGMS Gateway

Manually Run a Sale (Virtual Terminal)

1. Hover over "Process Payment"
2. Select "Virtual Terminal"
3. Complete all fields:
    - Amount
    - Credit Card Number
    - Expiration Date
    - Card Security Code
    - Zip Code
    - Email (optional)
    - Order Description (optional)

Swipe a Sale (Desktop Application)

Must use a Magtek USB Swiper at Security Level 3 in keyboard mode through the Windows Desktop Application

1. Hover over "Process Payment"
2. Select "Virtual Terminal"
3. Swipe card
4. Complete all fields:
    - Amount
    - Order Description (optional)
    - Email (optional)

Print a Receipt (immediately) (Virtual Terminal)

1. From "Sale Successful Screen" select "Manage Transaction"
2. Select "Print"

Print a Receipt (transaction in past) (Virtual Terminal)

1. Hover over "Reports"
2. Select "Transaction"
3. Enter search parameters and select "Search"
4. Find your transaction and select the corresponding magnifying glass to view details
5. Select "Print"

Void or Refund a Transaction (Virtual Terminal)

1. Hover over "Reports"
2. Select "Transaction"
3. Enter search parameters and select "Search"
4. Find your transaction and select the corresponding magnifying glass to view details
5. Select "Refund or "Void"

Manage Users (Virtual Terminal)

Please watch video

Configure Virtual Terminal (Virtual Terminal)

Please watch video

Configure E-mail Receipts (Virtual Terminal)

Please watch video

Setup Recurring Billing (Virtual Terminal)

Please watch video

Enable and Use Customer Safe (Virtual Terminal)

Please watch video

Enable and Use Quickbooks Plugin (Virtual Terminal)

Please watch video

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