Overview

CardPointe HPP is a secure, online checkout page that captures payment information from your customers. It includes a 'Pay/Buy' button and a 'Donate' button to allow users to make secure, PCI-compliant payments.

The CardPointe Hosted Payment Page is directly integrated with the CardConnect Gateway, which offers users one centralized, secure payments solution; making this the perfect tool for businesses with online stores that are in need of simple eCommerce functionality. Better yet, CardPointe HPP is a standard feature of the CardPointe platform, and comes complimentary for all CardPointe users.

Features

The CardPointe Hosted Payment Page comes with editable design options so you can customize your online checkout pages to match your business’ branding, for a truly customized online shopping experience. 

Using the CardPointe Hosted Payment Page, you can:

  • Add custom fields to the payment page
  • Create a customizable "Pay" button (Pay Now, Buy Now, and Donate buttons)
  • Include reCAPTCHA Verification, which verifies that the consumer is a human and not a bot when completing the payment form. This is an optional feature that you must activate.
  • Customize a payment confirmation page and receipt.
  • Define advanced settings, such as:
    • Maximum number of declined payments
    • Minimum payment amount
    • Maximum payment amount 

Why Use the CardPointe HPP? 

  • Reduced PCI-DSS scope
    Sensitive payment data will never reside in your system, thus reducing your PCI scope.
  • Access to CardPointe’s Advanced Security Features
    Access includes tokenization and double-encryption of credentials. Our customer login feature allows consumers to enter payment information and have a token stored on their profile, which can be used for future payments.
  • Mobile Friendly
    The CardPointe HPP is a mobile responsive form, making it easy for your customers to pay on-the-go using their phones and tablets.

Adding CardPointe HPP to Your Account

  1. Log in to CardPointe.
  2. Navigate to the Marketplace tab.
  3. Scroll down to the CardPointe section and click Learn More next to CardPointe HPP.

Configuring Your CardPointe HPP

Upon logging into CardPointe HPP, you will be brought to the 'Set Up' tab. This is where you can configure your hosted payment page to suit your business's unique needs. The following fields are blank and require your attention:

  • Business Logo: Upload your logo so your HPP matches your branding (acceptable formats include .gif, .jpeg, .jng, .png) 
    • Please note: If you do not upload a logo, the CardConnect logo with automatically display.
  • Company Name: Provide your company name, which will be displayed on your payments page
  • Merchant ID: Provide your merchant ID (MID); if you have multiple locations, please include any applicable MIDs
    • Please note: If you're using CardPointe HPP in testing mode, use 'test' as your MID
  • Username: Provide your live API username. Please note: If you're using CardPointe HPP in testing mode, use 'testing' as your username
  • Password: Provide your API password
    • Please note: If you're using CardPointe HPP in testing mode, use 'testing123' as your password
  • Gateway URL: Unless you have been provided with another value, please use 'fts'
  • Transaction Type: Choose from 'Authorize & Capture' and 'Authorize Only.' 
    • Please note: If you set to 'Authorize Only,' the transactions must be manually captured in CardPointe 
  • Status:  Select Test Mode (if testing) or Live (if you're ready to make your payment page live)
  • Payment Types: Choose the payment types you will accept (Visa, MasterCard, Discover, American Express) 
    • Please note: If you only want to accept e-checks, uncheck all card types
  • E-Check: Click "Yes" to accept e-checks
    • Please note: In order to accept e-checks, you must be set up for ACH processing through our partner ProfitStars. Please contact your sales rep to register for this service
  • Max Decline Payments: Determine how many attempts your customers receive before your page stops allowing them to submit a payment
  • Minimum Payment Amount: Set the minimum payment amount you will accept
  • Max Payment Amount: Set the maximum payment amount you will accept 

Upon completing all of the fields, click Save and Continue.

Designing Your Hosted Payment Page

After configuring your HPP, it's time to design it to mimic your company's branding for a truly unique shopping experience for your customers. Simply navigate to the Design tab to customize your: (1) payment page, (2) approved confirmation page, (3) declined confirmation page and (4) the receipt that is emailed to your customers. 

As you will see, everything on the Design Page is drag-and-drop, making it easy to rearrange the fields that are displayed on your payment page, confirmation pages and receipt. Any sections that have the option to be deleted contain a red trash can icon. 

To change the color scheme of your page, click the Design Settings button in the upper right-hand corner (or bottom right-hand corner) of the page.

Here, you will be able to customize the background color and the font color, size and type of text.

Whenever you make a change, be sure to save it by clicking the Save button. To ensure all of your changes are saved on your payment page, confirmation pages and email receipts, click the Save All button. 

Let’s dig into each section you can customize:

Payment Page

On the left-hand pane, you will see the following design elements that you can customize: 

  • Logo: Upload your logo to one or all sections
    • Please note: Only one logo can be added
  • New Row: Click and drag this to insert an additional blank row onto the page. 
    • Please note: Adding a new row is the base for content creation. In order to display a field, a row must be added.
  • Paragraph: Click and drag this to insert a box of editable text 

You will also see the below data fields that you can add to your page:

  • Invoice Number: Adds a field for your customers to enter an invoice number
  • Total Amount Due: Adds a field to enter the payment amount
  • Customer #: Adds a field for customers to enter a customer number
  • List of Line Items: Adds a list of line items to the invoice 

The third 'drag and drop' section of the left-hand pane includes optional input fields:

  • Custom Field: Adds a custom user field for customers to fill out
  • Hidden Field: Adds a unique field with a unique value associated with it
    • Please note: This field will not display on your page, but it will be reflected in CardPointe for your use
  • Text Area: Adds a custom user field with a large text entry area
  • Drop Down: Adds a field with a drop down list of customizable options
  • Company Name: Adds a company name field
  • reCAPTCHA: Adds reCAPTCHA to page, requiring customers to check a box to confirm they are not a bot before the payment is processed

Confirmation Pages

Payment Accepted + Payment Declined

On the left-hand pane of these pages, you will see the following design elements that you can customize:

  • Logo: Upload your logo to one or all sections
  • New Row: Click and drag this to insert an additional blank row onto the page
  • Paragraph: Click and drag this to insert a box of editable text

You will also see the below data fields that you can add to your page:

  • Total Amount Due: Adds a field to enter the payment amount 
  • List of Line Items: Adds a list of line items to the invoice

Email Receipt

On the left-hand pane, you will see the following design elements that you can customize:

  • Logo: Upload your logo to one or all sections
  • New Row: Click and drag this to insert an additional blank row onto the page
  • Paragraph: Click and drag this to insert a box of editable text

You will also see the below data fields that you can add to your page: 

  • Total Amount Due: Adds a line to enter the payment amount
  • List of line items: Adds a list of line items to the invoice
  • Hidden Field: Adds a unique field with a unique value associated with it
    • Please note: this field will not display on your page, but it will be reflected in CardPointe for your use
  • Customer Name: Adds a line to enter the customer name
  • Customer Address: Adds a line to enter the customer address
  • City, State & Zip: Adds a line to enter the customer’s city, state and zip
  • Customer Country: Adds a line to enter the customer’s country of origin
  • Customer Phone: Adds a line to enter the customer’s phone number
  • Customer Email: Adds a line to enter the customer’s email address
  • Customer Fields: Adds a line to enter custom data

Customizing Your Payment Link and Pay Button

The customization of your HPP is almost complete! Navigate to the Connect tab to build your payment link and pay buttons. Here, you will be able to customize your link and button to be unique for a particular monetary amount, invoice number or customer number. 


You can even add lines to your customers' invoices by clicking the 'Show' toggle under 'Line Items' and then the 'Add New Item' button. 

After clicking 'Add New Item,' you will be able to add a SKU number, name, quantity and price. 

Building Your Payment Link and Pay Buttons

To build your payment link and pay buttons, click the 'Build your link and pay buttons' button. 


Here, you will obtain your full payment URL (links to a complete payment form) and a mini payment form URL (includes amount, name on card, card number, expiration date and CVV code). You can also customize your 'Pay Now,' 'Buy Now,' and 'Donate' buttons to match your company's branding. Better yet, you'll be able to copy the code to include the button on a website or email.

Auto Notifications

The Auto Notifications section allows you to enable email receipts to be automatically sent to your customers for each transaction. To enable this function, simply click the check mark next to ‘Always send to customers’. 

The following fields are available for customization:

  • 'From' Email Name: Name that the email will appear from
  • 'From' Email Address: Email address that the email will appear from 
  • 'To' Email Address: Email address that will receive each email notification per each transaction
  • Return to Website: This adds a ‘Return to Homepage’ button to your confirmation page
  • Webhook URL (optional): Provides other applications with real-time information (approved payments only) from your HPP. 
    • Example: You can use a webhook URL to send payment details to your account software (if it supports webhooks) 

Adding and Managing HPP Users

Super Users have the ability to add and manage other HPP users via the 'Users' tab. Please note: Super Users are the only users that have access to the 'Users' tab. 

The 'Users' tab contains a list of all HPP users for your account, including their username, first and last name, email address and access level (L=Limited User or S=Super User). You can edit a particular user by clicking the pencil icon or delete a user via the trash can icon. 


Creating an HPP User

To add a new HPP user, click the Add User button.


Then, begin filling out the required fields: First and Last Name, Username, Email, Password and Permissions. Remember to click 'Save' once all fields have been completed.

Limited User vs. Super User

The main difference between a Limited User and a Super User is that Limited Users do not have access to the 'Users' tab and therefore cannot create or manage HPP users. Super Users can also dictate if a Limited User has access to the 'Setup', 'Design' and 'Connect' tabs. When creating a Limited User, check the box next to the tab you would like an individual to have access to. 


Viewing Transactions

To view your transaction history, navigate to the ‘Transactions’ tab, which is available to Super Users and Limited Users. Here, you will see a table of all of your transactions. To void or refund a transaction, click the pencil icon, which will prompt a popup box to appear. This popup box has a Void and Refund button and also includes transaction details, such as order number, total, date, status, location, etc.


One of the best parts about the transaction table is that you can determine the order in which the transactions appear. For example, for each header (ID #, Items, First Name, Last Name, Address, Total, Date and Location), you can select whether the data displays in ascending or descending order. 


Searching for Transactions

To search for a particular transaction, use the search bar and enter any qualifying information about the transaction. You can also filter transactions based on dates using the 'Filter by Date' block. 


Exporting Transactions

Exporting transactions for bookkeeping purposes or general reporting needs is simple. Just click the ‘Export to CSV’ button to obtain an Excel spreadsheet that contains records of each transaction. 


Support

Please direct all HPP support-related inquiries to our CardPointe Support team. The CardPointe team can be reached by email at cardpointesupport@cardconnect.com or by phone at 877.828.0720 > option 1 > option 1.

FAQs

Have questions about our Hosted Payment Page solution? We have answers! Select a question below for more information.

What is a hosted payment page?

A hosted payments page (HPP) is a secure checkout page that captures payment information from a merchant’s customers. It often includes a 'Pay/Buy' button or a 'Donate' button that allows users to make payments to the merchant.

Why do I need a HPP?

  • Simple implementation 
  • Your pay page integrates directly with your current website
  • You may integrate a payment button with your invoicing or accounting system
  • You can accept payments from a mobile device (i.e. mobile phone or tablet)
  • Using a third party gateway like CardConnect to host your payments page lowers the potential for fraud and not only helps you maintain PCI compliance, but reduces your exposure for PCI requirements

What payment types are accepted?

The CardPointe HPP accepts credit cards and eChecks.

Do I need a programmer to implement CardPointe HPP?

No programmer is needed to design and connect CardPointe HPP to your gateway or website. This is a major differentiating factor with our solution: rather than receiving a long, technical document to hand-off to a programmer to develop, CardPointe HPP's design engine allows you to design an online, custom pay page in minutes. You can easily upload your logo, choose the colors, fonts and the layout and add custom fields -- all without a programmer!

How do I set up a HPP?

  1. Log into CardPointe
  2. Navigate to the Marketplace tab
  3. Scroll down to the 'CardPointe'
  4. Find CardPointe HPP tile and click Learn more

How do I make changes to the HPP once it is set up?

Simply contact CardPointe Support (cardpointesupport@cardconnect.com | 877.828.0720 opt 1 > opt 1) to make any desired changes.

Are transactions processed by the HPP accounted for in CardPointe?

Yes, transactional date from CardPointe HPP is included in the CardPointe Platform -- with up to 10 custom fields that assist you in reporting and reconciliation.

How do I connect the HPP to my website or invoicing system?

Upon saving your design and custom payment buttons, simply paste the HTML code into your website and the insert the payment button code on your invoices.

What are some examples of custom fields I can add to a form?

By simply dragging pre-configured fields to your Hosted Payment Page, you can add:

  • Invoice number
  • Customer number
  • Line item (SKU) information

We also have a drop-down form builder, so you may add options for billing or service locations. For example, you can add and track payments by store locations, a region or by the name of a service provider. These custom fields are sent directly into CardPointe.

Does the HPP work on mobile devices?

Yes, CardPointe HPP is a mobile responsive form, making it easy for your customers to pay on their phones and tablets.

Notifications and web hooks - what are the options and how do I use them?

When a transaction occurs, CardPointe HPP can send an email to a user at your company which contains the details of the transaction. Web hooks allow the transaction data to feed other systems, such as your accounting or billing system, saving your staff time on data entry and improving reconciliation with CardPointe. Once a payment is received, email notifications are sent and web hooks can be triggered.

Can I pass my own custom fields into CardPointe HPP?

Yes. If you have custom data that you want to make sure is tied to a transaction, you can create hidden fields in CardPointe HPP, and those fields can then be “saved” with the payment made by the consumer. If you use our web hook service, which uses JSON, the hidden fields will be passed back with an approved transaction, so you can use them and correlate them to the payment that was just approved.

If I already have paid a programmer for my current HPP, why would I change to CardPointe HPP?

  • The ability to customize your own HPP saves you money and time
  • Adding payment buttons to your invoices is easy and takes seconds
  • CardPointe HPP works on mobile devices, such as phones and tablets

What is the cost of the HPP?

If you are a gateway customer of CardConnect, it is included in your monthly gateway fee. The transaction fees would be the same as your other online payments.

What if I want to integrate CardPointe HPP into my enterprise systems (Oracle, SAP, etc.) or need functionality that may not exist in the current HPP?

Our preferred partner, CoreCommerce, offers a robust eCommerce solution that provides business owners with the ability to create and manage online stores — complete with custom features and dedicated customer support.

Reach out to CardPointe Support (cardpointesupport@cardconnect.com | 877.828.0720 opt 1 > opt 1) to learn more!