Introduction

CardPointe is a comprehensive and secure cloud-based platform that makes accepting and managing payments simple. Using CardPointe, you can: Authorize, capture, void, and refund transactions from your desktop or mobile device.


Table of Contents:

Overview
Transaction Details
Gateway Batches
Funding
Chargebacks
Statements

Log In To CardPointe

CardPointe Website(https://cardpointe.com)

Log in with the account and password.
Account registration link will be sent to merchant's private email address, please login with email to register. If you are having problem logging in, please contact your agent or merchant service. If you forgot the password, please click 'forgot password' button to reset.

CardPointe Account Dashboard

After logging in, the Dashboard includes different tabs to view all your accounts and information. These tabs include: My Account, Reporting, Virtual Terminal, Catalog, Marketplace, Administration, and Support.
If you have multiple business accounts, you can check whether you are logged in to the correct account via the red outlined areas at the top of the page.

My Account

Under "My Account": if the merchant has multiple accounts, they can see all of their accounts and their aggregated information here.

Reporting

Under "Reporting": you can access the transaction history. By clicking the Date dropdown, you can access a specific date range:



Transaction

In the sub-tab, "Transaction": the merchant can view the daily card transaction records and find the corresponding records by selecting specific dates.



Note: In the transaction report, Transaction # start with T is in-store order, R is for online order.



Gateway Batches

In the sub-tab, "Gateway Batches": the merchant can check the amount of daily online transactions (ex: online orders). Click the batch number on the left to see the detailed report of each online transaction.





Funding

In the sub-tab, "Funding": the merchant can check their daily credit amount (Note: there may be discrepancies in cases of delayed credit or processing during the weekend. Please refer to the article "Account Related Issues" for more details.)



Chargebacks

In the sub-tab, "Chargebacks": chargeback records are available.



Statements

In the sub-tab, "Statements": the merchant can check the digital version of all monthly statements, including the total amount and monthly fees.

Updated on: 08/09/2023