Support Services

Virtual Terminal- Exporting Clients

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1 The first step after logging into the Virtual Terminal is to click on Clients

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2 Click Export

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3 Click the drop down next to the Merchant field if you have multiple merchant accounts. 

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4 Select the correct merchant account if you have multiple accounts.

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5 Select each piece of information about your client you would like included in the report. 

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6 To move the selected information, you will click on the > arrow

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7 Click the < arrow if you would like to move the selected information back in to the data field box. 

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8 All the information selected about your client will be seen in this box. 

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9 Click Export to run the report that will include all the information selected about your clients. 

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Here's an interactive tutorial

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