> For the complete documentation index, see [llms.txt](https://docs.xplorpay.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xplorpay.com/merchant-portal/guides/virtual-terminal/processing-sales-transaction.md).

# Processing Sales Transaction

Watch the interactive walkthrough below to process a sale transaction and charge a customer's card immediately.

{% embed url="<https://app.guideflow.com/player/5pv12yxfwp>" %}

To process the sales transaction:

{% stepper %}
{% step %}
Select the **Take a Payment** from the Virtual Terminal menu.

The **Enter Payment** window displays the Sale tab in two sections:

* **Card Information**
* **Amount**

The **Card Information** section includes the following fields for data entry:

<table><thead><tr><th width="188">Field Name</th><th width="330">Description</th><th>Required?</th></tr></thead><tbody><tr><td>Select Swiper</td><td><p>Select the device or peripheral from the dropdown list connected to the merchant portal. This field allows you to gather information by swiping, dipping, or tapping the card using the connected devices.</p><p></p><p><mark style="background-color:orange;"><strong>Note</strong>:</mark> The Card Number and Expiration Date fields display the captured data with asterisks (****), securing it.</p></td><td>Optional</td></tr><tr><td>Card Number</td><td>Enter the card number.</td><td>Required</td></tr><tr><td>Expiration Date</td><td>Select the expiration date of the card. The date is in MM/YY format.</td><td>Required</td></tr><tr><td>CSC</td><td>Enter the CSC number available on the card.</td><td>Required</td></tr><tr><td>Zip Code</td><td>Enter the zip code of your customer.</td><td>Optional</td></tr></tbody></table>

The **Amount** section includes the following fields for data entry:

<table><thead><tr><th width="188">Field Name</th><th width="330">Description</th><th>Required?</th></tr></thead><tbody><tr><td>Tax Exempt</td><td>Click the checkbox to exempt the tax amount.</td><td>Optional</td></tr><tr><td>Amount</td><td>Enter the sales amount. Decimal numbers are allowed.</td><td>Required</td></tr><tr><td>Delivery Fee</td><td>Enter the delivery fee.</td><td>Optional</td></tr><tr><td>Sales Tax</td><td>Enter the sales tax.</td><td>Optional</td></tr><tr><td>Tip</td><td>Enter the tip amount.</td><td>Optional</td></tr><tr><td>Surcharge Fee</td><td>Enter the surcharge fee.</td><td>Optional</td></tr></tbody></table>

When you enter data in the **Amount** section, the **Total Amount To Charge To Card** field displays the value of the sales transaction.
{% endstep %}
{% endstepper %}


---

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