Give the right people access
Decide who can enter payments, issue refunds and view reports. Individual access and an agreed process help managers understand how the tool is being used and maintain permissions when the team changes.
Take remote payments with a virtual terminal.
A virtual terminal lets authorized staff enter eligible card payments through a browser. CleverPays helps configure the tool around phone orders, deposits and other remote transactions, with clear access and reporting arrangements.
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When staff need to assist with payment
A virtual terminal may fit a business that takes phone orders or helps customers settle a balance remotely. It provides a payment interface without requiring an online store.
We review the transactions you need to take and whether the selected account supports them.
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Keep references and receipts useful
A payment record should help staff identify the customer, order or invoice involved. We work through the reference and receipt options so the payment can be matched to the business record afterward.
Consider a customer payment link
If a customer can enter their own details, a payment link or invoice-payment page may be a better fit. We can compare the available approaches and how each changes the work your staff need to do.
Explore Invoice Payments
Understand the account requirements
Remote payments have different account and handling considerations from a customer paying at a terminal. We explain the selected product’s requirements and which responsibilities remain with your business.
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Common questions
No. A virtual terminal is used by staff to enter a payment. An online checkout is used by the customer as part of placing or paying for an order.
Set up remote payments with a clear process
Tell us who takes the payments, what they are for and how your team records them today.
