Overview

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

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

CardConnect for Magento 2.0

CardConnect for Magento enables you to accept Visa, MasterCard, American Express and Discover payments in your Magento shopping cart. The plugin tokenizes sensitive data, safeguarding your customers from a data breach and removing the burden of PCI compliance. 

You can learn more about the plugin by accessing the Marketplace in CardPointe. 

For additional details, please refer to the CardConnect for Magento user documentation.

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.