# Run a bank transfer sale in Roc Services

Roc Services web portal

Use Roc Services to run a bank transfer sale using a customer's Automated Clearing House (ACH) details.

To run a sale with bank account details, complete the following steps:

1. [Open the Virtual Terminal](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-bank-account-details.md#step-1-open-the-virtual-terminal).
2. [Add items to the order](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-bank-account-details.md#step-2-add-items-to-the-order).
3. [Run the sale](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-bank-account-details.md#step-3-run-the-sale).

## Step 1: Open the Virtual Terminal 

1. Log in to [https://services.rocpos.com/login](https://services.rocpos.com/login).
2. From the navigation menu, select **Virtual Terminal**.
3. (Optional) To assign a customer to the sale, select **Assign Customer**, and then choose one of the following options:
   - To select an existing customer, select the customer from the list.
   - To add a new customer, complete the following steps:
      1. Select **Add Customer**.
      2. Enter the customer's details.
      3. Select **Save**.

## Step 2: Add items to the order 

When you run a sale, you can add one or more items to your order. There are two types of items that you can add:

- [Add a quick item](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-bank-account-details.md#add-a-quick-item) — A one-time item that you can create and add to the order.
- [Add a catalog item](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-bank-account-details.md#add-a-catalog-item) — A commonly sold item in your catalog that you can reuse across multiple sales.

> **Note**: Before you add a catalog item, you must create a category and add the item to the category. For more information about how to create a catalog item, go to [Create a catalog item](https://support.payroc.com/en-US/core-products/roc-services/web-portal/transaction-management/create-a-catalog-item.md).

### Add a quick item 

For each item that you want to add, complete the following steps:

1. From the **Quick Charge** tab, use the on-screen keypad to enter the dollar amount of the item.
2. Select **+**.
3. (Optional) To edit the item name, hover over the item, and then select [pencil icon].

### Add a catalog item 

For each catalog item that you want to add, complete the following steps:

1. Select the **Catalog** tab.
2. Select the category.
3. Select the catalog item that you want to add.

## Step 3: Run the sale 

1. Select **Charge**.
2. Select **ACH**.
3. Select a tip amount, and then select **Pay**.
4. Enter the customer's payment details, and then select **Pay Now**.
5. When the receipt displays on the screen, complete one of the following actions:
   - To send the customer an email or SMS receipt, complete the following steps:
      1. Select **Send Receipt**.
      2. Enter the customer's email address or phone number.
      3. Select **Share**.
   - To print a receipt, select **Print**.
   - To close the receipt, select [close icon].

## Related articles

- [Run a bank transfer sale on the Self-Care Portal](https://support.payroc.com/en-US/core-products/payroc-gateway/web-portal/virtual-terminal/run-a-sale-with-bank-transfer-details.md)
- [Run a bank transfer sale on the Roc Services mobile app](https://support.payroc.com/en-US/core-products/roc-services/mobile-app/run-a-sale-with-bank-account-details.md)

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From [Payroc Support](https://support.payroc.com/en-US/core-products/roc-services/web-portal/virtual-terminal/run-a-sale-with-bank-account-details). Every page is listed in [llms.txt](https://support.payroc.com/llms.txt).