Click Dashboard

Click Settings

Click Payment Types

Click + New

Key in the payment type Name (example: Virtual Credit Card Machine)

Key in a Description (example: Heartland Portico Virtual Terminal)

Click Save

Toggle Yes or No on the Settings - Accept this payment method on sales order

Toggle Yes or No on the Settings - Default the payment to the balance due

Select + New to add any Custom Fields

Select either With Heartland Retail or With custom webhooks from the Process Payments drop-down list If With custom webhooks is selected:

Key in the capture URL

Key in the refund URL

Key in the void URL (Note: The above webhooks URLs are obtained from the payment processor)

Key in the Maximum Allowed Refund Amount

Click Save