CardPointe Gateway

Customers

• How do I reset a user password CardPointe Password?
• How do I add & delete users in CardPointe?
• How Do I Change the Bank Account Linked to CardPointe?
• How do I Create and Manage Customer Profiles in CardPointe?
• How do I Save a Customer Profile in the Virtual Terminal?
• How Do I Use Customer Profiles to Speed Up Repeat Transactions?
• What User notifications can be enabled? How do I enable them?
• How Do I Update My Business DBA or Legal Name in CardPointe?
• What User Roles & Permissions can I configure in CardPointe?
• What Should I Do If CardPointe Is down or Unreachable?

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Batch

• What Happens If You Miss a Batch Close in CardPointe?
• How Does Batch Settlement Work in CardPointe?
• How Do I View and Reconcile a Settled Batch in CardPointe?
• How do I Manually Close a Batch?

Processing Transactions

• How do I run a transaction report in CardPointe? What options do i have for filtering?
• How do I Add Line Items and Descriptions to a Virtual Terminal Transaction
• How do I create a recurring billuing plan in CardPointe?
• How do I apply an off-plan - payment to a recurring billing plan?
• How do I update or cancel a recurring billing plan?
• How do I Email a Receipt from the CardPointe Virtual Terminal?
• How do I Process a One-Time Payment in the CardPointe Virtual Terminal?
• How do I issue a refund in CardPointe, Both a full refund and a partial refund?

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Reports

• How Do I Use the Funding Report to Reconcile Deposits?
• How do I build and save a custom report?