Portico Virtual Terminal

What is Portico Virtual Terminal?

Portico Virtual Terminal, also known as PVT, is a terminal/processing method that the end user can access on their computer or laptop to attempt to charge a card if for some reason using their POS or regular terminals is not applicable or available. 

Portico Virtual terminal is available for Heartland Credit Card Processing sites ONLY(although different processors may have an equivalent feature).

How to get Access to PVT

How to get PVT Access for a Merchant

The Merchant must email to [e-mail] or [e-mail] requesting PVT for Heartland Merchant ID (MID)

Email must include the following:

• Heartland Merchant ID Number (MID)
• Email address to set it up with (merchants email)
• Batch Auto Close Time (this is the time set in the devices that states when the Batch should be closing, automatically. The time selected should be well outside of business hours.)

How to get PVT Access for a Dealer

Dealer must have the Merchant sign and complete the 3rd party Access form. This can be found as an PDF attachment at the bottom of this article.

Must include:

• The Dealers Email Address
• The Heartland Merchant ID Number (MID)
• Merchant's Email Address
• Batch Auto Close Time

 NOTE: The WebTop file for PVT must have "Require TXN ID" disabled in order to do blind refunds through PVT (although we recommend doing refunds on the POS whenever possible)

Training on PVT is provided by Customer Service. They can be contacted by the following routes:

Phone number - 888-963-3600 opt 1

Email - [e-mail]

Using PVT to Enter Tips

There will be certain times that we recommend using the PVT to enter in missing tips because of a malfunction of some sort (Power outage/batch not closing/batch closing early etc) In that type of instance they will want to use the PVT to enter in the missing amount of the tip that did not get collected previously.

Whenever doing this transaction on the PVT, they will want to make sure to only do the amount of the TIP that was not originally captured.

Example: If a ticket was 20.00 and they were not able to capture the 7.00 tip due to a malfunction, they would charge the associated card only for the tip amount of 7.00 on the PVT.

1. The street and postal code have asterisks(*) on them making them a required field. The file should be built and set to Accept All on the AVS settings to offset this (if these settings need to be adjusted, we would warm transfer the merchant to Customer Service).
2. They will need to enter the business address number for the "Street" area on the PVT (if they have the customer address by chance, they will want to use that), i.e. if 1 Heartland Way is the address, you would only put in "1".
3. They will need to put in the ZIP code for their area. The customer is more likely to be from that area than another.

Click here to view a video demonstrating how the PVT works.