by Brian Manning | Sep 9, 2021 | CardPointe, General Merchant Account, YouTube Videos
CardPointe allows you to create Billing plans for recurring payments through the CardPointe virtual terminal and in this video, updated for 2021, we’ll go through how to do it. This function is great for your company charges customers periodically for products,...
by Brian Manning | Sep 2, 2021 | CardPointe, General Merchant Account, YouTube Videos
In this CardPointe tutorial will show you how to run a transaction, with the virtual terminal and we’ll also cover storing cards on file and other customizations that are available in the CardPointe virtual terminal. FEATURED VIDEO Once logged in, click the VIRTUAL...
by Brian Manning | Aug 20, 2021 | Terminals & Equipment, YouTube Videos
This is the Verifone v200c countertop credit card terminal. I’m gonna show you basic functionality like how to run a sale, a refund, void and how to settle the terminal. I’ll give you the system password and I’ll even show you how to set manager level...
by Brian Manning | Mar 2, 2021 | CardPointe, General Merchant Account, Merchant Account, Online/Internet/Ecommerce, YouTube Videos
If your business has a need to send invoice links, there is a function in the CardPointe hosted payment page editor that will allow you to do just that. So in this CardPointe tutorial I’ll show you how to easily send an invoice link to your customers so they can...
by Brian Manning | Jan 22, 2021 | Online/Internet/Ecommerce, YouTube Videos
This payment form is specifically for restaurant or catering companies with delivery or curbside pickup options available. The software and merchant account used in this scenario are: Jotform software and a CardConnect merchant account. So if you’re looking for an...
by Brian Manning | Jan 14, 2021 | YouTube Videos
If you’re selling things online, you’ve undoubtedly come across the term payment gateway, so let’s review what that is quickly. A payment gateway is a very critical and essential piece of software that’s involved in an online merchant retail account and credit...
by Brian Manning | Jan 7, 2021 | General Merchant Account, YouTube Videos
Believe it or not, there are times when I recommend using PayPal. It’s a good option for some companies. Allow me to explain. The way to know whether you should use PayPal or not can be found by following the $3,000 Rule. FEATURED VIDEO What is the $3,000 Rule? The...
by Brian Manning | Jan 5, 2021 | General Merchant Account, Online/Internet/Ecommerce, YouTube Videos
Some payment gateways will allow you to connect 2 separate merchant accounts so you can achieve a balance of sales known as Load Balancing. Today I’ll go over why you might need this, and tell you how it works and give you one really important reminder when setting up...
by Brian Manning | Oct 15, 2020 | General Merchant Account, YouTube Videos
Chargeback disputes are part of doing business. There are ways to reduce and even eliminate chargebacks at your business by following these simple best practices, recommendations. We’ll cover the first 17 things (on a list of 31) you can do to proactively reduce...
by Brian Manning | Feb 7, 2019 | CardPointe, General Merchant Account, YouTube Videos
Welcome to another CardPointe training video blog post. The topic today is the CardPointe hosted payment page today, and I’m going to show you how to customize the page by adding some HTML code to various sections of the page. If you haven’t seen the...
