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…

Sahand Moussavi
Updated by Sahand Moussavi

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…

Sahand Moussavi
Updated by Sahand Moussavi

Video: How to Process a Refund

Mehdi Razavi
Updated by Mehdi Razavi

Video: How to Process a Void

Mehdi Razavi
Updated by Mehdi Razavi

Video: How to Set Up Payment Plans

Mehdi Razavi
Updated by Mehdi Razavi

Video: How to Use Text-to-Pay

Updated

Video: How to use the Virtual Terminal

Mehdi Razavi
Updated by Mehdi Razavi

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