Welcome to this CardPointe tutorial video.
This another video in a series of training tutorials that are set up for you to make the most of your CardPointe merchant account.
If you haven’t seen the 21 Quick tips video yet, go ahead and watch it by clicking here. That video covers 21 things that you may or may not have known that you have the ability to do with your existing CardPointe merchant account.
And as usual, if you’re researching CardConnect because you are interested in opening an account click here to schedule a consultation, or here to fill out an application.
Here’s the 11 frequently asked questions about the CardPointe platform:
Question #1: Do the CardPointe terminals work with phone lines?
Answer: No they do not. They only with high speed connection. This is the future of payment processing and most processing companies are slowly phasing out terminals that still use a phone line connection.
Question #2: Is there a CardPointe terminal that will connect to my POS system?
Answer: Yes. The Ingenico ISC Touch 250 is one such terminal that will allow for integration to a point of sale system and this particular terminal is also customer facing.
Question #3:- Can I use my iPad with the CardPointe app to process transactions?
Answer: Yes. The CardPointe app is compatible with iphone, android, ipad, notebook computers and other android based tablets. If you have a specific tablet device be sure to reach out to check compatibility because there are lots of tablet models and new ones are being added.
Question #4: Is there a way I can give someone (like a bookkeeper) remote access to my CardPointe account/dashboard so they can download statements and check transaction history?
Answer: Yes. You can add additional users by going to the administration tab > inside your CardPointe account, then to the USERS subtab.
Question #5: Is there a way to email a support ticket for a simple question that I have?
Answer: Yes. you can open a support ticket by going to the SUPPORT tab > and then clicking the CREATE TICKET button. The REASON dropdown menu allows you to select the most appropriate category for your question so just pick the one that most closely fits your question. Then just type your question into the Description box while provided as much detail about your question as you can. You can add an attachment here if you need to upload any images, or other documents for your request.
Question #6: There was a power outage and my terminal did not settle out my transactions from yesterday. What should I do and who should I call?
Answer: When power outages happen, it could affect the settlement of your terminal so CardPointe allows you to set the batch time under the ADMINISTRATION and BATCHING subtab… , so even if a settlement fails CardConnect keeps a record of all your transactions that you have processed throughout the day so they CAN be settled in the event of a technical failure like a power outage. The best thing to do is to open a support ticket or get in touch with your sales partner.
Question #7: If I’m a retail store, can I use my CardConnect and CardPointe merchant account merchant account to accept payments on my website too?
Answer: Yes you can! CardConnect offers a FREE CardConnect Payment Plugin for Woocommerce and it just needs to be activated. Here is a video demonstration on how to use the CardConnect payment gateway plugin for woocommerce.
Question #8: Can I use a digital signature instead of printing receipts?
Answer: Yes you can on mobile and for some retail terminals. As of April of 2018, a signature is no longer required as part of the transaction process.
Question #9 – Can I set up billing plans if a customer has paid me at my retail location?
Answer: Yes. If you are using a CardPointe terminal like the CardPointe Ingenico ICT220, transactions that are completed on that terminal are logged and securely stored in CardPointe so you can go to the billing tab and simply recall that customer record and initiate a billing plan. This of course assumes that you have the customers consent to charge a billing plan.
Question #10: I have a PCI Compliance fee on my statement? What is that for?
Answer: PCI Compliance is a mandatory requirement for all payment processing companies. As a business owner, you are required to submit PCI compliance information each year to ensure safe credit card acceptance practices at your business.
Question #11: I have a customer who regularly buys from us and pays by phone. He also uses 2 different credit cards. Can I store more than one credit card for a single customer?
Answer: Yes you can. When a customer profile is stored in the CardPointe vault, the card is encrypted and only the last 4 digits of the card number is displayed. IF you want to add a 2nd credit card for that same customer just pull up the customer profile and click the ADD NEW CREDIT CARD button and type in the appropriate card number. Then the next time that customer needs to pay, you can simply verify the “last four digits with them over the phone rather than having them read the entire credit card number to you. https://cardconnect.com/company/blog/pci-compliance-guide
If you have a question that wasn’t covered here, please head over to our ask a question page and submit a question for us. We’ll answer your questions and possibly post it to the YouTube channel
For more CardPointe tutorials, merchant account trainings and payment page tutorials, as well as how to use CardPointe in your payment collection workflow, be sure to CLICK that subscribe button so you’ll receive notifications when future videos are posted.