How to use Cardpointe
This How-To will show you some of the things you can access in cardpointe.com.
Information here is sensitive, so screenshots may be limited or censored.
Based on your permission settings, some options may not be available.
First sign into your account through “https://www.cardpointe.com/“.
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 that will go into your next batch.
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. Please note that you have 60 days to complete your PCI Compliance before you will start to incur non-compliance fees. (https://pinogy.atlassian.net/wiki/spaces/PP/pages/2082963458)
Equipment- This contains a list of the Pin Pads associated with your account.
Orders- This contains a list of past and current pin pad orders.
The “Reporting” Tab gives you access to:
Transactions- Displays all of your transactions, their details and status, as well as tools to sort, filter, and search by specific criteria.
Gateway Batches- Displays all batch-related information, including batch number, merchant location, batch amount, batch close date, batch status, and transactions included the batch.
Funding- Displays all funding-related events and details, such as funding date, bank account, the merchant location where the deposit was made, and the actual funded amount.
Chargebacks- Displays an overview of any chargebacks submitted by cardholders to dispute a specific transaction.
Retrievals- Displays an overview of any retrieval requests that were initiated by cardholders for further details regarding a specific transaction.
Statements- Displays detailed information about all payments received by the merchant for the selected date range.
Card Updates- Displays detailed information about card account updates received from the card brands, for accounts associated with your stored profiles (or tokens, for CardPointe Gateway API integrations).
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.
Virtual Terminal- This is the main screen that you will use to manually charge a card. The “Name on Card”, along with the “Amount”, Card Number, CVV, and MM/YYYY are required.
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.
Processing a credit card via the virtual terminal is a card not present transaction.
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.
The Catalog tab is not used at this time.
If you have any issues or questions, just let us know!