Merchant Services
CardPointe Portal
CardPointe Digital Application 1. An email will be sent to the owner with the link for the digital application with instructions on how to setup their CardPointe Account. They will be directed to the…
How to setup Payment Plans
Step 1 To create a Payment Plan, click on +1 Recurring button at the top right of your screen On the Plan Description screen, you will be asked to set up the terms, amount and recurrence of the payme…
Notifications & Alerts
Notifications & Alerts How To Set Up Notifications and Alerts in PayConnect Overview of Notifications This guide explains how to set up notifications and alerts in PayConnect so you are automatically…
Reconcile Merchant Services (PayConnect) Transactions
Overview of Reconciliation There are two main tools in PayConnect used for reconciliation: Transactions – Used to review individual payment details. Batches – Used to reconcile daily totals against y…
Video: How to Process a Refund
Video: How to Process a Void
Video: How to Set Up Payment Plans
Video: How to Use Text-to-Pay
Video: How to use the Virtual Terminal
