Overview

Release notes help to keep you informed of the latest features and enhancements that are intended to improve your CardPointe experience.

CardPointe 1.41 Release Notes

CardPointe release version 1.41 includes the following enhancements:

Merchant Account Change Request Tickets

Merchants with the ability to create support tickets can now create tickets to request certain account changes, rather than faxing paper forms.

The following ticket reasons are now available:

The following ticket types require a digital signature and two-factor authentication to complete:

  • Bank Account Change
  • Legal Name/Tax ID Update
  • DBA Update

Back Account Change

To request a bank account change, select the Bank Account Change ticket reason.

Bank Account Change Ticket

The Bank Account Change ticket includes the following fields:

FieldDescription
Old Routing NumberThe current bank account routing number.
Old Account NumberThe current bank account number.
New Account Type

Select one of the following types for the new account:

  • Deposits & Fees
  • Deposits Only
  • Fees Only
  • ACH (ProfitStars)
New Bank NameThe name of the bank to which the new account belongs.
New Bank Phone NumberThe contact phone number for the bank to which the new account belongs.
New Routing NumberThe routing number for the new account.
New Account NumberThe bank account number for the new account.
Attachment

Optionally, attach one of the following to verify your new bank account information:

  • Voided check
  • Official bank letter

Note:
If you do not provide an attachment, you might be prompted to provide one if we are unable to verify your new account with the information that you provided.
Tax IDThe tax ID associated with the account, required to sign the form.
SSN-4

The last 4 digits of the account owner's SSN, required to sign the form.

Note: This is not required for non-profit or Individual/Sole Proprietor accounts.

Signer NameThe account owner's Legal Name, required to sign the form.

Legal Business Name/Tax ID Change

To request a legal business name or tax ID change, select the Legal/Tax ID ticket reason.

Legal Tax ID Ticket

The Legal/Tax ID ticket includes the following fields:

FieldDescription
New Legal NameThe new legal name for this account.
New Tax ID

The new Tax ID for this account.

Must be 10 characters including the dash.

Attachments

One of the following, to verify your new information:

  • W9 form
  • SS-4 IRS issuance letter
  • Most recent tax return
Tax ID
(Current)
The current Tax ID, required to sign the form.
Signer Name
(Current)
The account owner's current Legal Name, required to sign the form.

DBA Name Change

To request a doing business as (DBA) name change change, select the DBA Name Change ticket reason.

DBA Name Change Ticket

The DBA Change ticket includes the following fields:

FieldDescription
New DBA NameThe new Doing Business As (DBA) name that you want to use.
Tax IDThe tax ID for the account, required to sign the form.
Signer NameThe account owner's Legal Name, required to sign the form

Demographic (Contact Info) Change

To request a phone number, mailing address, or physical location address change, select the Demographic Change ticket reason.

Demographic Change Ticket

The Demographic Change ticket includes a description field for you to provide the details of your change request. for example, if you want to change your contact phone number, you could specify "Please change my phone number to (111)111-1111."

Edit Billing Plans

You can now edit billing plans in CardPointe. Previously, billing plans could not be modified.

You can edit the following billing plan details:

  • Plan Scheduling
  • Plan Name
  • Amount
  • E-mail Receipt

Notes:

  • Editing the billing plan does not modify the customer's profile.
  • Existing scheduled payments with a status of 'Scheduled' on or after (date) will no longer be available.

To edit an existing billing plan, click Edit Plan on the Billing Plan Details page.

Edit Billing Plan

Linked Parent Transactions for Refunds

The Transactions table includes a new Parent Transaction column that displays the original or parent transaction linked to a refund.

To enable this column, select the Parent Transaction option from the Columns list.

Card Pointe Parent Transactions

A Parent Transaction is the original transaction record linked to the refund. Click the Parent Transaction number to view the details of the original transaction.

CVV and USB Device Card Entry Features Enabled by Default

The CVV and USB Card Entry Virtual Terminal settings are now enabled by default, for new merchant accounts.

This change does not modify existing accounts.

VT CVV and USB Entry Settings

PCI Compliance Status Notifications

This release includes changes to the behavior of the PCI compliance status notifications to ensure that merchants see the correct information.

If one or more merchant accounts under the customer account are flagged as non-compliant, the Accounts Tab displays the following notices:

The following are only displayed if one or more merchants on the customer account are flagged as non-compliant.

  • The PCI non-compliant banner displays and provides a link to Trustwave.
  • The PCI Status column displays the PCI status for each merchant account.

    Possible values are:
    • Not Compliant - The merchant account has been flagged as non-compliant.
    • Not Applicable - PCI compliance validation is not enabled for the merchant.
Card Pointe PCI Non Compliance Banner

User Account Change Verification

To ensure the security of your user account, CardPointe now sends a verification email to the email address on file for your user account when you update your email address or password.

Email Address Updates

When you change your email address, a verification email is sent to both the previous email address and the new email address to notify you of the change and to confirm that the change was valid.

Password Updates

When you change your password, a verification email is sent to the email address on file to notify you of the change and to confirm that the change was valid.

CardPointe 1.40 Release Notes

CardPointe release version 1.40 includes the following enhancements:

New Excel Format Export Option

In addition to CSV format for downloaded reports, you can now download reports in Excel format (.xlsx). Downloading a report in Excel format preserves the table and content formatting as displayed in CardPointe.

To download a report in Excel format, click Export, then select Export as Excel.

Increased Row Limit for Reports

Downloaded reports can now contain up to 100,000 rows, increased from the previous limit of 15,000.

    CardPointe 1.39 Release Notes

    CardPointe release version 1.39 includes the following enhancements:

    Two Factor Authentication (2FA)

    Two Factor Authentication (2FA) is now required for users under a merchant account that has the Forced Credit permission enabled. 

    2FA is required to verify the user's identity before allowing the user to perform either of the following tasks:

    Authenticating a Force Credit Transaction

    The first time you attempt to run a force credit transaction from the Virtual Terminal, you will be prompted to enter a Verification Code. 

    You are only required to authenticate your account the first time you attempt to run a force credit or create a new user during your active session. A successful authentication is valid for the duration of your session.

    The following steps describe the Force Credit Authentication workflow:

    1. On the Virtual Terminal, you select the Force Credit transaction type, enter the billing information, and click Process Force Credit.

    2. CardPointe sends a Verification Code to the email address on file for your merchant account.
    3. The Verification Code message displays, prompting you to enter the verification code that you received.


    4. You enter the code and click Verify Code.
    5. Your account is verified, and you are able to run the transaction.

      You can continue to run additional force credit transactions and create new users without additional authentication during this session.

      When your session ends (either because you logged out or because you remained inactive for 45 minutes) you must re-authenticate the next time you attempt to perform either of these tasks in a new session.

    Authenticating a New User Creation

    The first time you attempt to create a new user, you will be prompted to enter a Verification Code.

    You are only required to authenticate your account the first time you attempt to run a force credit or create a new user during your active session. A successful authentication is valid for the duration of your session.

    The following steps describe the Create New User Authentication workflow:

    1. On the Administration page, you select the Users tab, and click the +New User button.
    2. On the Create New User page, you fill in the user details, and click Save.
    3. CardPointe sends a Verification Code to the email address on file for your merchant account.
    4. The Verification Code message displays, prompting you to enter the verification code that you received.


    5. You enter the code and click Verify Code.
    6. Your account is verified, and the new user is created.

      You can continue to create additional new users or run force credit transactions without additional authentication during this session.

      When your session ends (either because you logged out or because you remained inactive for 45 minutes) you must re-authenticate the next time you attempt to perform either of these tasks in a new session.

    View and Sort Customer Accounts by Expiry

    The Virtual Terminal Customers tab now includes an expiry column that displays the expiration date for each customer account.

    Export Stored Customer Profiles 

    You can now download a list of stored customer profiles associated with your merchant account. The list is exported as a CSV file (named Accounts.csv) that includes customers specified by the filter and search value that are currently applied to the table. 

    For example, if you enter "PA" in the search box and filter the table by Zip, the download includes a list of customers with State = PA, sorted by zip code.

    The list includes the following information for each profile:

    • Default
    • Brand
    • Last 4
    • Expiry Month
    • Expiry Year
    • Name
    • Address
    • City
    • State
    • Zip
    • Email
    • Phone

    To download a list of stored customer profiles, do the following:

    1. Click Virtual Terminal > Customers.

    2. On the Customers page, optionally enter a search term and/or filter the table as desired.

    3. Click Download

      The Accounts.csv file is generated and downloaded.

    Export CoPilot User Information

    This feature is only available for Admin users.

    You can now download a list of CoPilot users associated with your merchant account. The list is exported as a CSV file (named Users.csv) that includes the following information:

    • Name
    • Email
    • Status
    • User Type
    • Date Added
    • Last Log On Date

    The CSV always includes all users sorted by Name (Ascending), regardless of any filters currently applied to the table.

    To download a list of users, do the following:

    1. Click Administration > Users.

    2. On the Users page, click Download.

      The Users.csv file is generated and downloaded.

    CardPointe 1.38 Release Notes

    CardPointe release version 1.38 includes the following enhancement:

    View Transaction Reports by Entry Method

    The Transaction Reporting table includes a new Entry Method column, which displays the card entry method for the transaction.

    Possible values are:

    • Manual
    • Chip Read
    • Contactless Chip
    • Fallback Keyed
    • Fallback Swipe
    • Swipe
    • Contactless Fallback Swipe

    The Entry Method column is disabled by default. To enable it, click Columns, and select the Entry Method option:

    

    CardPointe 1.37 Release Notes

    CardPointe release version 1.37 includes security enhancements to prevent fraudulent activity. 

    CardPointe User Account Security

    Multiple attempts to log into your account with incorrect credentials will result in a temporary (30 minute) lock on your account. 

    Continued attempts during the lockout period add 30 minutes each to the duration of the lockout.

    Additionally, changing your password while your account is locked does not cancel or otherwise affect the lockout period. Instead, you can log in with the new password once the lockout period has ended.

    If you are locked out of your account and cannot regain access, contact support for assistance.

    CardPointe 1.36 Release Notes

    CardPointe release version 1.36 contains the following new features and updates:

    Receipts

    Ability to Save Receipts as PDF Files 

    In addition to printing receipts, you can now save them as PDF files.

    To save a receipt as a PDF:

    1. On the Transaction Detail page, click Print Receipt.
    2. Select the Save as PDF option to download the receipt as a PDF.

    Virtual Terminal

    Ability to Specify the Customer's Default Country for Virtual Terminal Transactions

    If you currently capture the customer's country in the Virtual Terminal sales form, you can now configure a default value to pre-fill this field.

    To specify a default customer country value:

    1. On the Administration page, select the Virtual Terminal tab.
    2. On the Virtual Terminal tab, scroll down to the Customer Settings.
    3. Ensure that the Country option is set to Active, and select a value from the list in the Default Value column. 

    CardPointe 1.35 Release Notes

    CardPointe release version 1.35 contains the following new features and updates:

    Marketplace

    CardPointe Marketplace Refresh

    The CardPointe Marketplace is your one-stop shop for terminals, add-ons, and plugins for CardConnect. We've given the Marketplace a refresh to make it easier to browse our current product offerings. Check out our new Marketplace support page which includes a new addition to the Marketplace family: Clique

    To access the Marketplace, simply log in to CardPointe and navigate to the Marketplace tab.

    Reporting

    Simplified Funding Details

    Your funding details just got easier to understand! We've updated the Funding Details page by providing a breakdown of the sales and fees amounts that you incur for each funding event. To access the Funding Details screen:

    1. Click Reporting.
    2. Select the Funding tab.
    3. Choose a date from the "Funding Date" column to display the Funding Detail screen.

    Filter Gateway Batch Transactions by Date

    You can now filter Gateway Batch transactions by a range of dates using a new "Date" filter on the Gateway Batch detail screen. To access the Gateway Batch Detail screen:

    1. Click Reporting.
    2. Select the Gateway Batches tab.
    3. Choose a Batch Number from the table to display the Batch Detail screen.
    4. Select the Date filter at the top of the table to select a range of transaction dates to filter on.

    New Reporting Filter: Server # (Clerk ID)

    Attention restaurant and other service-based merchants - you now have the ability to filter your transactions reports by "Server #." This field, also commonly known as “Clerk ID” on CardPointe terminals, is used by merchants who wish to assign their employees unique identifiers for reporting and tracking purposes. This practice is commonly used in a restaurant environment so that servers can track their net sales and tips. As such, CardPointe terminals that are programmed with a restaurant configuration now have this field enabled by default.

    Manually Enabling the Clerk ID Field on a CardPointe Terminal

    If you'd like to manually enable this setting on a CardPointe terminal:

    1. From the main screen, press # to display the Admin Menu.
    2. Press 2 to display the  Clerk Menu.
    3. Press 5 for Clerk Prompt.
    4. Select either 2 for ID only, or select 4 for ID and Name.

    Additionally, you can contact CardPointe Support for assistance.

    When the "Clerk ID" field is enabled, the terminal will prompt you to enter either the Clerk ID, Server ID, or Cashier ID before entering a sale amount, depending on your preference.

    Adding the Server ID Filter to CardPointe Reports

    To add this filter to your reports in CardPointe, navigate to the Reporting > Transactions screen, click the Columns dropdown and check the box next to Server #.

    As transactions accrue on your terminal(s), you can refer to this field in your reports to view transaction activity for a particular clerk, server, or cashier. To learn more about Reporting in CardPointe, check out the CardPointe user documentation.

    CardPointe 1.34 Release Notes

    CardPointe release version 1.34 contains the following new features and updates:

    Marketplace

    Transaction Details

    Transaction Details Now Display PIN Debit Transactions 

    Transactions made with debit cards now display as PIN Debit in the Payment Type field on the Transaction Details screen, as well as in CardPointe Reporting. 

    Tokenization Source Now Captured for Transactions

    A new field titled "Token Source" now displays on the Transaction Details screen and can be referenced to determine the payment device or method that was used for tokenizing a customer's card data for a given transaction.

    In addition, you can now filter CardPointe reports by "Token Source":

    New Payment Entry Method: Digital Wallet

    Transactions made with digital wallet apps such as Apple Pay and Google Pay now display as "Digital Wallet" in the Entry Method field on the Transaction Details screen. 

    CardPointe 1.33 Release Notes

    CardPointe release version 1.33 contains the following new features and updates:

    New Transactions Reporting Columns Available

    You can now add the following reporting filters to your Transactions reports:

    • Currency
    • Email 
    • Phone Number
    • Terminal ID

    To add these filters to your reports, navigate to the Reporting > Transactions screen, click the Columns dropdown and check the boxes next to the desired options.

    CardPointe 1.32 Release Notes

    CardPointe release version 1.32 contains the following new features and updates:

    Receipts

    Choose the Custom Fields that Display on Receipts

    In CardPointe, you can define up to 10 custom fields that allow you to capture additional information about your customers and your transactions. In this release, we now provide you with the ability to choose specific custom fields that you wish to display on receipts. 

    Displaying Custom Fields on Receipts

    To display Custom Fields on receipts, you just need to click a few boxes in CardPointe. First, let's navigate to Administration > User Fields and locate the fields that you wish to display on your receipts. Simply click the boxes in the "Show on Receipt" column for any fields that you wish to display on receipts.

    Next, you just need to enable Custom Fields on your receipts. Navigate to Administration > Receipts and click the box next to Custom Fields. The Custom Fields that you selected now display on your receipts.

    Virtual Terminal

    New "State" Drop-down on the Virtual Terminal Screen

    Previously when using the Virtual Terminal, if the customer's address was in the United States, you had to manually enter the name of the state which sometimes led to errors. Now, when "United States" is the selected country, a drop-down menu appears allowing you to easily select the customer's state from the list.

    If any country besides the “United States” is selected as the customer's country, then a text field displays allowing you to manually enter the state or province.

    Currency Type Now Displays in Transaction Details

    We've added a currency indicator next to the "Total" field within the "Transaction Details" section of the Virtual Terminal. This makes it easier to distinguish between the currency type if you manage merchant locations in multiple countries.

    Reporting

    New Transactions Reporting Columns Available

    You can now add the following reporting filters to your Transactions reports:

    • Address
    • City
    • State
    • Zip

    To add these filters to your reports, navigate to the Reporting > Transactions screen, click the Columns dropdown and check the boxes next to these options.

    CardPointe 1.31 Release Notes

    CardPointe release version 1.30 contains the following new feature:

    Reporting

    New Columns Added to Transactions Reports Table

    You can now filter the "Transactions Reports" table by the following new columns:

    • Token
    • AVS Response

    CardPointe 1.30 Release Notes

    CardPointe release version 1.30 contains the following new features and updates:

    CardPointe Account Application

    Routing Number Validation

    CardPointe now validates bank routing information as it is provided in real-time for businesses located in the United States. When a merchant or sales partner enters bank routing information into the CardPointe application, CardPointe performs a check and indicates if the routing number is valid or invalid. 

    Virtual Terminal

    Create a Customer Profile on Card Swipe

    You can now create and save a customer profile in CardPointe by simply swiping the customer's payment card.

    This functionality currently supports USB swipers only. Bolt terminals are not supported at this time.

     To give this new feature a try:

    1. Navigate to the "Virtual Terminal" screen and click the Customers tab.
    2. Click Add New Customer
    3. Click Device/Terminal Card Entry on the right side of the screen. 
    4. Using your terminal, swipe the customer's payment card.
    5. CardPointe performs a verify against the card to determine its validity. 
      1. If the card is verified successfully, click Save Account to automatically save the customer's profile in CardPointe.
      2. If the card verification is unsuccessful (i.e.; card was declined), you cannot save the customer profile in CardPointe using this method.

    CardPointe 1.29 Release Notes

    CardPointe release version 1.29 contains the following new features and updates:

    Support

    Submit Support Tickets in CardPointe

    Need assistance with CardPointe or have questions about your hardware? We have your back! You can contact our Support team by submitting a support ticket without having to leave the CardPointe application. To learn more, please refer to the user documentation on this site.

    CardPointe 1.28 Release Notes

    CardPointe release version 1.28 contains the following new features and updates:

    Improved Merchant Application Process

    Previously, when merchants registered for a CardPointe account, they then needed to manually enter their login credentials to access the CardPointe application. Now, a merchant is automatically logged in to CardPointe upon registering for an account.

    ACH Returns

    You can now view transaction details related to ACH returns by navigating to the Reporting > Transactions screen. To show ACH Returns transactions, select the Method dropdown and check the box next to ACH Returns.

    New Transactions Reporting Columns Available

    You can now add "Settlement Date" and "Capture Date" information to Transactions reports. On the Reporting > Transactions screen, click the Columns dropdown and check the boxes next to these options.

    CardPointe 1.27 Release Notes

    CardPointe release version 1.27 contains the following new features and updates:

    Virtual Terminal

    Billing Plans and Scheduled Payments Moved to Virtual Terminal Tab

    We moved the "Billing Plans" and "Scheduled Payments" features to the Virtual Terminal tab. 

    • If you wish to create a new billing plan or view an existing billing plan(s), navigate to Virtual TerminalBilling Plans.
    • If you wish to view your past and future scheduled payments, navigate to Virtual Terminal > Scheduled Payments.

    Receipts

    "Transaction Declined" Now Displays on Receipts

    Previously, when a transaction was declined, the sales receipt did not display that a decline occurred. Now when a transaction is declined, the receipt displays "Transaction Declined" above the transaction details.

    CardPointe 1.26 Release Notes

    CardPointe release version 1.26 contains the following new features and updates:

    My Account

    Equipment Manager: Track Orders and Activate Devices in CardPointe

    You can now track the fulfillment status of device orders and activate the devices within CardPointe. To explore this new feature, navigate to the My Account screen. The following two tabs now appear on this screen:

    • Equipment tab - From this tab, you can:

      • View a list of your account’s existing devices

      • Activate a device, which validates the device’s chain of custody for security purposes.

      • Deactivate a device that is not in use. 

    • Orders tab - From this tab, you can:

      • View your account’s equipment order history

      • Track the shipping status of device orders 

    Note: Devices that were ordered prior to the introduction of this feature will not appear in the list of devices on the Equipment tab.

    Administration

    Configure Default Interchange Optimization Levels

    You can now configure the default Level 1, Level 2, and Level 3 Interchange levels within CardPointe by navigating to Administration > Interchange Settings.

    Note: To take advantage of this feature, please contact your sales partner. Your sales partner must activate this setting for you before it will display in CardPointe.

    In addition, you can:

    • Enable and disable the display of Level 3 fields on the Virtual Terminal and on the Transaction Details screens
    • Enable and disable Invoice, PO, and Tax on the Virtual Terminal and on the Transaction Details screen.

      To enable these fields, navigate to Administration > Virtual Terminal and check the boxes next to Virtual Terminal - Level 3 and Transaction Details - Level 3.

    Enabling these settings adds Level 3 data fields to the Virtual Terminal and to the Transaction Details screen.

    Instantly Link Bank Accounts During CardPointe Registration

    We made it easier for merchants to quickly and securely link their bank account(s) during CardPointe account registration. By partnering with Plaid, we now provide you with the ability to link your deposit and withdrawal account(s) without having to manually enter your account and routing numbers, and without having to upload a voided check.

    During the CardPointe registration process, you can click the Link My Account button to instantly link your bank(s). 

    Note: If you do not wish to take advantage of this new feature, you can manually enter your bank account information by clicking Enter Manually. Please be aware that the manual method takes longer since micro-deposits must be made into the linked account(s) and you must confirm the deposits before the accounts are ready for use with CardPointe.

    CardPointe 1.25 Release Notes

    CardPointe release 1.25 contains the following new features and updates:

    Administration

    Define an AVS Mismatch Threshold

    You can now enter a dollar amount threshold for Address Verification System (AVS) mismatches. Transactions that fall under the defined threshold dollar amount will be authorized and voided in the event of an AVS mismatch. Transactions that are over the defined threshold dollar amount will be verified before an authorization is attempted. If zero is entered for the threshold dollar amount, then all transactions with an AVS mismatch will be declined.

    To define an AVS mismatch threshold, navigate to Administration > Security.

    Display Tips on Receipts

    Merchants that have the “Tip Adjust” setting enabled on their account now have the ability to add a “Tip” line that will display on receipts. This allows customers to write a tip amount as well as the total purchase amount on the receipt after the transaction is captured.

    Note: If you wish to accept gratuity after a transaction is captured via the "Tip Adjust" feature, please contact CardPointe Support to have it enabled. This is required before you can add a tip line to your receipts.

    To display a tip line on receipts:

    1. Navigate to Administration > Receipts.
    2. Check the box next to Tip Lines.
    3. Click Save

    CardPointe 1.24 Release Notes

    CardPointe release 1.24 contains the following new features and updates:

    Administration

    Receive Email Alerts When Daily Funding Reports Are Delayed

    You can now opt to receive email notifications in the event that there are delays with receiving daily funding report data. To enable this notification:

    1. Click Administration and select the Users tab.
    2. Locate and select the desired user account.

    3. Click the Email Notifications tab.

    4. Check the box next to Funding Report Daily Alert.

    5. Click Save.

    Note: This feature works in conjunction with the Daily Reporting Status feature that was released in CardPointe 1.23.

    Bug Fixes

    Voided Check Button Now Displays As Expected

    This bug fix resolves an issue that caused the “Voided Check” upload button to not display as expected on the CardPointe application Review & Sign screen.

    CardPointe 1.23 Release Notes

    CardPointe release 1.23 contains the following new features and updates:

    Dashboard

    Daily Reporting Status

    You can now monitor the processing status of your funds directly from the CardPointe dashboard within a new section titled "Daily Reporting Status." The file statuses that display in this section include: 

    • Files not due today (orange)
    • Files not received yet (not late) (orange)
    • Files not received yet (Late) (red)
    • Files received/processing (yellow)
    • Files done processing (green)

    Note: File processing statuses reset daily at 12:00am EST.

    Reporting

    New Transaction Reporting Filter: Retail Terminals

    You can now run a report on transactions made through the CardPointe Terminal. On the Reporting screen:

    1. Click the Transactions tab

    2. Click the Front End filter.

    3. Click the box next to Retail. This will display all transactions made via CardPointe Terminals. 

    Note: The “Retail” option displays transactions specific to CardPointe Terminals, whereas the “Terminal” option displays transactions made with non-CardPointe Terminals.

    Administration

    Customer Profile Settings Now Display in Virtual Terminal Tab

    The "Virtual Terminal" tab within the Administration section of CardPointe now contains settings for Virtual Terminal features, as well as Customer Profile settings (which appear on the Virtual Terminal screen in CardPointe). Previously, Customer Profile information displayed in a separate “Customers”  tab.

    CardPointe 1.22 Release Notes

    CardPointe release 1.22 contains the following new features and updates:

    Catalog

    Manage Your Products with the CardPointe Catalog

    The CardPointe Catalog enhances your selling experience within the CardPointe Mobile app. Using the CardPointe desktop application, you can:

    • Easily create products with custom pricing.
    • Assign your products to product categories.

    • Create monetary and percentage-based discounts that can be applied at the product and cart levels when selling with CardPointe Mobile.

    • Define tax settings.

    For details on how to setup and manage your Catalog in CardPointe Desktop,  please refer to the user documentation on the Support Center.

    For details on how to setup and manage your Catalog in CardPointe Mobile,  please refer to the Mobile app user documentation on the Support Center.

    Accept Tips During a Transaction

    You can now accept tips when processing payment using the Virtual Terminal in the CardPointe desktop application. By default, the "Tip" setting is inactive. To change this setting so you can begin accepting tips:

    1. Click Administration in the top nav of the CardPointe desktop application.
    2. Click the Virtual Terminal tab.
    3. Check the box next to Tip.
    4. Click Save.

    Once enabled, a "Tip" field is available on the Virtual Terminal screen:

    Accept Tips After a Transaction is Captured

    Merchants with a restaurant MCC code can now accept gratuity after a transaction is captured. When a transaction is in “Captured” status in the CardPointe desktop application, a “Tip Adjust” field displays on the “Transaction Detail” screen, providing users the ability to enter a tip amount before the sale is final.

    Clicking Tip Adjust displays a pop-up that allows you to input the tip amount.

    Note: If you wish to accept gratuity after a transaction is captured via the "Tip Adjust" feature, please contact CardPointe Support to have it enabled.

    CVV and AVS Settings

    You can now enable and disable CVV and AVS verification from within the CardPointe Desktop application. By default, CVV and AVS validation settings are inactive. To change this setting:

    1. Click Administration in the top nav of the CardPointe desktop application.
    2. Click the Security tab.
    3. Within the “CVV / AVS” section, check the box next to the desired validations that you wish to activate.
      • CVV (Card Verification Value) - When active, CVV mismatches are automatically declined.
      • AVS (Address Verification System) - When active, AVS mismatches are automatically declined.
    4. When finished, click Save.

    Customer Signature Now Included on Receipts

    Customer signatures now display on receipts, as well as on the “Transaction Details” screen.