This How-To will show you some of the things you can access in cardpointe.
Information here is sensitive, so screenshots may be limited or censored.
First sign into your account through “https://www.cardpointe.com/“.
Search your Store
The First page you will see starts off on the “Dashboard“ tab.
This page gives a general overview of your sales including:
Your current total for today, that will be funded tomorrow.
The totals of the last five funding events.
An interactive funding graph.
The Next Tab “My Accounts“ allows you to view your stores:
Accounts- PCI compliance status
Equipment- Current pin pads,
Orders- Past and current pin pad orders.
The “Reporting” Tab gives you access to:
Transactions- You can look through transactions all the way back to the beginning.
Gateway Batches- You can export batch information after selecting the batch number.
Funding- You can open funding reports and see all the individual sales involved.
Chargebacks- This will allow you to view any claims of fraud or disputes on transactions.
Retrievals-
Statements- This will allow you to download a report of your monthly funding events.
Card Updates- This shows the total value of declined transactions
When searching, be sure to select the location if you have multiple stores, as the results show all stores by default.
The “Virtual Terminal” tab will allow you to process payments as a backup if there is ever an issue with the pin pads.
Customers- This allows you to save customer cards.
Billing Plan- This allows you to set up scheduled payments for your customers.
Scheduled Payments- This allows you to view, past or currently processing scheduled payments.
Lastly, the “Administration” Tab Allows you to manage your account settings such as:
Descriptors- Change/Manage the Legal name of your store.
Users- Add/Remove users and reset passwords by selecting their name.
Virtual Terminal- Set requirements for processing cards (only in the Virtual Terminal)
Custom Fields- Set notes or questions to display under the “Transaction Details” section of the virtual terminal.
Receipts- View and manage the information displayed on the receipt, given after the use of the virtual terminal.
Batching- Let's you view the time frame of “next day” and “2nd day” funding, as well as set funding to automatically close the batch for next day funding.
Security- Set an amount limit for transactions and refunds. You can also enable/disable CVV and AVS Validation.
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If you have any issues or questions, just let us know!
