Overview

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

June 2018 Release

The June 2018 release of CardPointe Mobile includes the following updates:

Signature Toggle Setting for Bolt Devices

As of April 2018, the major card brands including Visa, MasterCard, Discover and American Express no longer require a cardholder’s signature for credit or debit card purchases. If you wish to have the signature prompt removed from your Bolt terminal(s) during the checkout process:

  1. Tap the menu icon in the top-left corner of the app.
  2. Under "Settings", tap Hardware.
  3. Scroll down to the bottom of the "Terminal Settings" section and tap the Bolt Terminal Signature toggle to enable or disable the signature prompt on the Bolt terminal. 

Updated Dashboard View for Standard Users

In an effort to improve the user experience of "Standard" CardPointe Mobile users, the Dashboard screen has been updated to only display the "Recent Transactions" stats.



Admin and Super Admin users are not impacted by this change and will continue to see the Dashboard graphs carousel at the top of the screen, followed by the "Recent Transactions" stats.

December 2017 Release

The December 2017 release of CardPointe Mobile includes the following updates:

Process Mobile Transactions with a Bolt Terminal

CardPointe Mobile users can now accept EMV transactions when pairing a Bolt Terminal with the CardPointe Mobile app. Bolt P2PE terminals protect your transactions with a powerful combination of EMV (chip) technology and point-to-point encryption (P2PE), making each transaction secure and PCI compliant.

For details on how to process transactions in CardPointe Mobile with a Bolt terminal, refer to the user documentation on this site.

Capture a Customer's Zip Code During Checkout

You can now capture a customer's zip code during check out. To enable this setting:

  1. Tap the menu icon in the top-left corner of the app.
  2. Under "Settings", tap Application.
  3. Tap the Zip Code toggle to enable the setting. 

Input an Invoice Number During Checkout

You can now input a invoice number prior to selecting a tender type curing checkout. To enable this setting:

  1. Tap the menu icon in the top-left corner of the app.
  2. Under "Settings", tap Application.
  3. Tap the Invoice Number toggle to enable the setting. 

Capture Custom Field Details 

In the CardPointe Desktop application, you have the ability to define custom fields that allow you to capture additional information during a transaction, such as the name or type of product being purchased. You can now enable this setting in CardPointe Mobile, allowing you to capture these details during mobile transactions.

To enable this setting:

  1. Tap the menu icon in the top-left corner of the app.
  2. Under "Settings", tap Application.
  3. Tap the Custom Fields toggle to enable the setting. 

June 2017 Release

The June 2017 release of CardPointe Mobile includes the following updates:

Accept Cash Payments During Checkout

Accepting cash payments in CardPointe Mobile is a breeze! During the checkout process, simply choose CASH as the payment type, input the cash amount provided by the customer, and click Confirm to complete the sale.

For additional details on processing payments in CardPointe Mobile, refer to our Support Center.

Note:  Split-tender payments are not currently supported in CardPointe Mobile.

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 CardPointe Mobile, you can adjust the tip amount by navigating to Reporting > Tip Adjust.

From the "Tip Adjust" screen, search for and select the desired transaction and tap Adjust Tip.

Input the tip amount and tap Adjust Tip

The tip is now added to the transaction.

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.