The CardPointe Mobile app extends the features and benefits of the CardPointe platform to iOS and Android devices and is available to CardPointe customers free of charge. Easily accept and manage payments from your mobile device using the app's intuitive interface. Benefits of the app include but are not limited to:
Virtual Terminal - Securely accept all major credit cards via the Virtual Terminal. Optionally, add the CardPointe Mobile Device to accept card-present payments. Note: If you use the Catalog feature, the Virtual Terminal is replaced by the Register, which is integrated with your product catalog.
Product Catalog and Register - Unlock the power of the CardPointe Catalog, allowing you to:
Easily create products with custom pricing.
Assign your products to product categories.
Select products from the Catalog during checkout.
Offer your customers the ability to pay gratuity during checkout.
Provide product-level and cart-level discounts to your customers.
On-Demand Reporting - Use the Reporting dashboard to:
View key sales and transaction data.
Access transaction history.
View the details of a particular payment.
Transaction Management - Easily view transaction statuses and perform actions against any completed transaction, including void, refund, re-process or emailing the customer a receipt. Additionally, you can access transaction trends, such as batches by card type, authorized vs. captured transactions, and previous day sales by card type - directly from your mobile device.
This guide includes examples and screen captures from the iOS version of the CardPointe Mobile app.
What's New?
Android 3.5.0 (4/19/23)
Version 3.5.0 of the CardPointe Mobile app for Android is now available on the Google Play Store.
This update includes the following enhancements:
Contactless Payments
This release includes support for contactless EMV (NFC) payments using the CardPointe Mobile device (ID TECH VP3300). This update allows your customers to pay my tapping an NFC-enabled card or mobile device (for example, using Google Pay or Apple Pay) on the CardPointe Mobile device.
Improved CardPointe Mobile Device Pairing and Bug Fixes
CardPointe Mobile Device
The CardPointe Mobile device enables you to accept card-present EMV (chip), MSR (magnetic stripe), and contactless (NFC) payments on the CardPointe Mobile app. The CardPointe Mobile device connects to your phone or tablet via Bluetooth for quick and secure payments on the go.
Support for contactless (NFC) payments is available in Version 3.6.2 of the iOS app, and version 3.5.0 of the Android app.
To order a CardPointe Mobile device, contact your sales partner.
Downloading the CardPointe App
The CardPointe app is available for download on the Apple App Store for iOS devices, and the Google Play Store for Android devices.
Logging In to the CardPointe App
To take advantage of the CardPointe app and its benefits, simply open the app on your device, enter your CardPointe user credentials, and tap Sign In.
For iOS devices, you can enable Apple Touch ID or Face ID for faster logins. On your device, go to Settings > Touch ID & Passcode/Face ID & Passcode to get started.
For Android devices, you can enable fingerprint authentication for faster logins. See your device's user documentation for more information on enabling fingerprint authentication.
Upon successfully logging in, the CardPointe Dashboard displays.
If you are an Android user, you may need to manually enable your microphone in order to use the CardPointe Mobile Device. To do so, navigate to your phone's Settings > Apps > CardPointe > Permissions > Enable Microphone.
Registering for a CardPointe Account
If you are not yet a registered CardPointe user, you can sign-up for an account by tapping SIGN UP on the login screen.
To create your account, you must provide your Merchant ID, your Tax ID or Social Security Number (SSN), and your Zip Code.
If you do not have a CardPointe merchant account, contact CardPointe Support at 877-828-0720 to get started.
Dashboard
The Dashboard provides a visual display of your account's transactions. The Dashboard page includes a carousel graph with the following views:
Displays the total amount of authorized and captured transactions for the current day.
Current Batch by Card Brand
Provides a summary of transactions by card type in the current open batch. Accounts with multiple MIDs have multiple batches, all of which are displayed in the single graph. Batch Reporting is available for Gateway accounts only.
You can configure your batch times from the CardPointe Web Application by navigating to Administration > Batching.
Processed Transactions by Card Brand (Last 7 Days)
Displays the total dollar amount and the number of transactions by card type for the past seven days. The diagram at the top of the screen provides a color-coded visual breakdown of transactions by card type.
Selecting a transaction line item on this screen loads the Transaction Details screen.
Catalog
The CardPointe Catalog allows you to:
Easily create products with custom pricing.
Assign your products to product categories.
Select products from the Catalog during checkout.
Offer your customers the ability to pay gratuity.
Provide product-level and cart-level discounts to your customers.
Before you can take advantage of the Catalog and its features, you must activate it within the "Settings" section of the app.
If you do not want to take advantage of the CardPointe Catalog, the app offers a standard Virtual Terminal that allows you to securely accept payments.
Enabling the Catalog
Tap the menu icon at the top left of the screen and select Settings > Application.
Tap the Register toggle to enable the Catalog feature.
Accepting Gratuity During Checkout
You can offer your customers the ability to pay gratuity during checkout. This feature must first be enabled and set-up within the "Settings" section of the app as follows:
Tap the menu icon at the top left of the screen and select Settings > Application.
Tap the Gratuity toggle to enable the Gratuity feature.
You can offer gratuity in the form of a dollar amount or as a percentage of the total sale by selecting the desired box.
Upon selecting the desired gratuity type, you can define three different preset gratuity amounts by tapping PRESET 1, PRESET 2, and PRESET 3. These are the gratuity amounts that the customer will be able to choose from during the checkout process.
When finished customizing gratuity amounts, tap Done. The app will now prompt users to optionally add gratuity during the checkout process.
Creating Product Categories
You can group your products into product categories to make them easier to manage in CardPointe Mobile. For example, if you sell electronic products, then your product categories might be TVs, speakers, computers, and cables. You may also wish to create product categories for products that are on sale, seasonal items, or for products in a specific size or color.
Setting up categories in CardPointe Mobile is a breeze! Before you begin, you must first enable the Catalog in the app. Once the Catalog is enabled, you are ready to begin:
Tap the menu icon at the top left of the screen and select Catalog > Categories.
At the top right of the screen, tap the plus "+" icon to begin creating a product category.
On the "Add Category" screen:
Give the category a name.
Choose whether the category should be "Active" or "Inactive".
Select a color to help distinguish the category from others that you create. You must choose a color in order to create the category.
Enter a description for the category (optional).
If you already created products in the app, you can add them to the category by tapping Products in Category and choosing the desired products.
If you already have products created in the app, you can add them to the category by tapping Select Products for Category.
Select the products that you wish to add to the category. In this example, the category is "Greetings Cards" so we selected all greeting card products to be added to the category.
When finished selecting products, tap Done.
To finish creating or updating the category, select Create Category (or Update Category if you're making changes to an existing category).
Creating Products
Products are any items that you sell using CardPointe. The products that you create in CardPointe Mobile are selectable on the "Register" screen during the checkout process.
To create a product:
Tap the menu icon at the top left of the screen and select Catalog > Products.
At the top right of the screen, tap the plus "+" icon to begin creating a product.
On the "Add Category" screen:
Give the product a name.
Enter the product price.
If the product has a SKU, enter it in the "Product SKU" field (optional).
Enter a description of the product (optional).
Choose whether the product should be "Active" or "Inactive". If a product is "Inactive," it will not be selectable on the "Register" screen during the checkout process. We recommend using this setting when a product is out of stock.
If you already have categories created in the app, you can add the product to the category by tapping Select Categories for Product.
Select the categories that you wish to place the product in. In this example, the product is "Stock Paper" so we selected the "Paper" category.
When finished selecting categories, tap Done.
To finish creating or updating the product, select Create Product (or Update Product if you're making changes to an existing product).
Creating Discounts
You can offer your customers monetary and percentage-based discounts that can be applied against individual products or against all products that are in the cart.
To create a discount:
Tap the menu icon at the top left of the screen and select Catalog > Discounts.
Select one of the following discount types:
Cart - Cart discounts are applied to all products in the cart.
Product - Product discounts can be applied to an individual product in the cart.
At the top right of the screen, tap the plus "+" icon to begin creating a discount.
On the "Add Discount" screen:
Give the discount a name.
Choose whether the discount should be applied as a percentage or as a dollar amount.
Enter the discount amount.
Choose whether the discount should be "Active" or "Inactive". If a discount is "Inactive," it will not be selectable during the checkout process.
Enter a description of the discount type (optional).
When finished, tap Create Discount (or Update Discount if you're making changes to an existing discount).
Processing Payments
How you process payments depends on whether or not you use the app's Catalog feature. If you have the Catalog feature enabled, then you process payments using the Register. If you do not have the Catalog enabled, then you process payments using the Virtual Terminal.
The CardPointe Mobile app supports the following payment methods:
Upon entering payment card information, all sensitive data is instantly encrypted without being exposed to your systems.
Handling Stored Profiles
The CardPointe Mobile app enables you to create stored customer profiles, allowing you to process one time and recurring payments quickly and securely using stored payment details.
To comply with card brand rules for handling stored payment information, the app requires you to verify some important information:
Cardholder Permission When creating or updating a stored customer profile with new payment details, you must verify that you obtained the cardholder's permission to store and reuse their payment information.
Cardholder Participation When using a stored profile to process a transaction, specify whether or not the customer is present for (or actively participating in) the transaction, or if it is a subsequent payment that the customer previously authorized.
If only one of the Cardholder Participation options is applicable to your business, you can specify a default Cardholder Participation value on the CardPointe Web Application (Administration > Virtual Terminal Settings), to avoid specifying a value for every transaction.
Processing Payments with the Register
The Register screen allows you to:
Choose specific products that your customers wish to purchase from your product catalog.
Apply discounts to the sale, if applicable.
Manually enter the payment card information using the on-screen Keypad.
The instructions below explain how to to process payments by selecting products from the Catalog. If you are selling items that are not listed in your Catalog, you can manually enter the price of each item using the register's "Keypad" feature (skip to step 5for more details).
To process payments using the Register:
Tap the menu icon at the top left of the screen and select Register.
Search for and select the desired product category. In this example, the customer is purchasing gift wrapping paper, so we selected the "Paper" category.
Select the product(s) that the customer wishes to purchase from the list. If the customer wants to purchase more than one of the same product, simply tap the product multiple times until the desired quantity is added to the cart.
If the customer wishes to purchase additional products that are not in the same category, simply tap < Categories to go back to the list of categories and repeat steps 2-3.
On the "Register" screen, manually enter the price, and tap the "+" icon at the bottom right of the keypad to add it to the cart.
If you wish to apply any discounts to the cart, tap DISCOUNTS at the top of the "Register" screen.
Select the discount type from the list to apply it to the cart.
When ready to checkout, tap the cart icon.
On the "Cart" screen, confirm that the products and product quantity are correct, and verify that the discount is applied (if applicable).
Tap the arrow at the top-right of the screen to continue.
Select a Tender Type and perform one of the following procedures:
Processing a Cash Payment
To process a cash payment, do the following:
Select the Cash tender type.
Enter the dollar amount provided by the customer. You can manually enter the amount or select a pre-configured value. If the customer is paying the exact amount, tap EXACT.
Tap the arrow. The app displays the sale amount, cash tendered and change due to the customer.
Tap Confirm to complete the sale, or tap Cancel to make changes.
Optionally, do one of the following to provide a receipt:
If your device is connected to a receipt printer, tap Print Receipt to print a copy of the receipt for the customer.
If you want to email a receipt to the customer, enter an email address in the Customer Email field then tap Email Receipt.
Tap Done to exit the transaction.
Processing a Credit/Debit Payment with the CardPointe Mobile Device
To process a credit or debit payment with the CardPointe Mobile device, do the following:
Select the Credit tender type.
The app attempts to connect to the CardPointe Mobile device specified on the Settings > Hardware > Swiper menu.
The app displays Searching, while attempting to connect to the CardPointe Mobile device.
Note: If the app cannot connect to the device, ensure that the device is powered on and paired with the app. See the CardPointe Mobile Device User's Guide for more information.
When prompted, insert or swipe the customer's card. The app displays the card reader status.
The payment details are updated with the captured payment information.
Optionally, select the Save Profile option to save the customer's payment information to a profile for future purchases.
Tap Process Payment to process the payment using the captured payment information.
On the Signature page, tap Bypass to skip the signature prompt, or have the customer sign their name on the screen with their finger then tap Proceed.
Optionally, do one of the following to provide a receipt:
If your device is connected to a receipt printer, tap Print Receipt to print a copy of the receipt for the customer.
If you want to email a receipt to the customer, enter an email address in the Customer Email field then tap Email Receipt.
Tap Done to exit the transaction.
Manually Entering Payment Details
If your Swiper configuration is set to Manual Only, do the following to manually enter the customer's payment information: Note: The Manual Only option is currently not available on the Android CardPointe Mobile app. Instead, set the Swiper type to BBPPOS and manually enter the card details.
Select the Credit tender type.
Enter the Card Number, Expiration Date, and Cardholder's Name using the on-screen keypad.
Optionally, select the Save Profile option to save the customer's payment information to a profile for future purchases.
Tap Process Payment to process the payment.
On the Signature page, tap Bypass to skip the signature prompt, or have the customer sign their name on the screen with their finger then tap Proceed.
Optionally, do one of the following to provide a receipt:
If your device is connected to a receipt printer, tap Print Receipt to print a copy of the receipt for the customer.
If you want to email a receipt to the customer, enter an email address in the Customer Email field then tap Email Receipt.
Tap Done to exit the transaction.
Processing a Payment using a CardPointe Integrated Terminal
If your app is connected to a CardPointe Integrated Terminal, do the following to process a payment using your terminal:
The app attempts to connect to the CardPointe Integrated Terminal configured The app attempts to connect to the CardPointe Mobile device specified on the Settings > Hardware > CardPointe Integrated Terminal menu.
You or the customer use the CardPointe Integrated Terminal to complete the transaction as follows: Note: The CardPointe Mobile app displays the terminal status during the transaction.
If the Confirm Amount option is enabled, the CardPointe Integrated Terminal prompts the customer to confirm the amount.
The CardPointe Integrated Terminal prompts the customer to Swipe/Insert/Tap their card.
If the CardPointe Integrated Terminal Signature option is enabled, the CardPointe Integrated Terminal prompts the customer for their signature.
The CardPointe Mobile app displays the Receipt options. Optionally, do one of the following to provide a receipt:
If your device is connected to a receipt printer, tap Print Receipt to print a copy of the receipt for the customer.
If you want to email a receipt to the customer, enter an email address in the Customer Email field then tap Email Receipt.
Tap Done to exit the transaction.
Processing Payments with the Virtual Terminal
The Virtual Terminal allows you to process a payment directly from within the CardPointe Mobile app.
The Virtual Terminal is available only if you do not have the CardPointe Catalog enabled.
If the CardPointe Catalog is enabled, then the Register feature replaces the Virtual Terminal.
Processing Payments with the Virtual Terminal
To process a payment using the Virtual Terminal, do the following:
Tap the menu icon at the top left of the app and tap Virtual Terminal.
Enter the payment amount using the on-screen keypad.
If necessary, select the appropriate Merchant ID (MID) from the MID dropdown.
Tap Proceed to Payment.
Select a Tender Type and perform one of the following procedures:
Processing a Cash Payment
To process a cash payment, do the following:
Select the Cash tender type.
Enter the dollar amount provided by the customer. You can manually enter the amount or select a pre-configured value. If the customer is paying the exact amount, tap EXACT.
Tap the arrow. The app displays the sale amount, cash tendered and change due to the customer.
Tap Confirm to complete the sale, or tap Cancel to make changes.
Optionally, do one of the following to provide a receipt:
If your device is connected to a receipt printer, tap Print Receipt to print a copy of the receipt for the customer.
If you want to email a receipt to the customer, enter an email address in the Customer Email field then tap Email Receipt.
Tap Done to exit the transaction.
Processing a Credit/Debit Payment with the CardPointe Mobile Device
To process a credit or debit payment with the CardPointe Mobile device, do the following:
Select the Credit tender type.
The app attempts to connect to the CardPointe Mobile device specified on the Settings > Hardware > Swiper menu.
The app displays Searching, while attempting to connect to the CardPointe Mobile device.
Note: If the app cannot connect to the device, ensure that the device is powered on and paired with the app. See the CardPointe Mobile Device User's Guide for more information.
When prompted, insert or swipe the customer's card. The app displays the card reader status.
The payment details are updated with the captured payment information.
Optionally, select the Save Profile option to save the customer's payment information to a profile for future purchases.
Tap Process Payment to process the payment using the captured payment information.
On the Signature page, tap Bypass to skip the signature prompt, or have the customer sign their name on the screen with their finger then tap Proceed.
Optionally, do one of the following to provide a receipt:
If your device is connected to a receipt printer, tap Print Receipt to print a copy of the receipt for the customer.
If you want to email a receipt to the customer, enter an email address in the Customer Email field then tap Email Receipt.
Tap Done to exit the transaction.
Manually Entering Payment Details
If your Swiper configuration is set to Manual Only, do the following to manually enter the customer's payment information: Note: The Manual Only option is currently not available on the Android CardPointe Mobile app. Instead, set the Swiper type to BBPPOS and manually enter the card details.
Select the Credit tender type.
Enter the Card Number, Expiration Date, and Cardholder's Name using the on-screen keypad.
Optionally, select the Save Profile option to save the customer's payment information to a profile for future purchases.
Tap Process Payment to process the payment.
On the Signature page, tap Bypass to skip the signature prompt, or have the customer sign their name on the screen with their finger then tap Proceed.
Optionally, do one of the following to provide a receipt:
If your device is connected to a receipt printer, tap Print Receipt to print a copy of the receipt for the customer.
If you want to email a receipt to the customer, enter an email address in the Customer Email field then tap Email Receipt.
Tap Done to exit the transaction.
Processing a Payment using a CardPointe Integrated Terminal
If your app is connected to a CardPointe Integrated Terminal, do the following to process a payment using your terminal:
The app attempts to connect to the CardPointe Integrated Terminal configured The app attempts to connect to the CardPointe Mobile device specified on the Settings > Hardware > CardPointe Integrated Terminal menu.
You or the customer use the CardPointe Integrated Terminal to complete the transaction as follows: Note: The CardPointe Mobile app displays the terminal status during the transaction.
If the Confirm Amount option is enabled, the CardPointe Integrated Terminal prompts the customer to confirm the amount.
The CardPointe Integrated Terminal prompts the customer to Swipe/Insert/Tap their card.
If the CardPointe Integrated Terminal Signature option is enabled, the CardPointe Integrated Terminal prompts the customer for their signature.
The CardPointe Mobile app displays the Receipt options. Optionally, do one of the following to provide a receipt:
If your device is connected to a receipt printer, tap Print Receipt to print a copy of the receipt for the customer.
If you want to email a receipt to the customer, enter an email address in the Customer Email field then tap Email Receipt.
Tap Done to exit the transaction.
Reporting
The CardPointe app has various reporting features that enable you to view and manage your transactions.
Transactions Screen - Displays all transactions that were processed on your account. You can also take specific actions on an individual transaction.
Funding Screen - Displays a list of funding events for your account.
Transactions
The Transactions screen displays all transactions that were processed for the account. You can configure the transactional data that displays on this screen by tapping filters at the top right.
Filtering Transactions
On the corresponding Filter Results screen, select the desired toggles on the right side to define the data that displays on the Transactions screen.
You can filter the list of transactions by:
Locations - The location where the transaction occurred.
Brand - The brand of the payment card used for the transaction.
Status - The current status of the transaction.
Front End - The method used to process the transaction.
In the example below, "The Card Shoppe" LOCATIONS toggle is enabled, which means that only transactions from "The Card Shoppe" location will display on the Transactions screen. In addition, the American Express BRAND toggle is enabled, which means that only transactions made with an American Express brand card at "The Card Shoppe" location will display.
Transaction Details Screen
Selecting a transaction line item on the Transactions screen loads the Transaction Details screen. From this screen, you can take specific actions on an individual transaction, including:
Select the desired transaction from the list on the
Tap EMAIL at the bottom of the screen.
Enter the customer's email address in the Email Receipt pop-up and click OK. A confirmation message displays when the receipt sends successfully.
Refunding a Customer
To refund a customer:
Select the desired transaction from the list on the Transactions screen.
Tap REFUND at the bottom of the screen.
Enter a reason for the refund in the Refund Transaction pop-up and click OK.
A confirmation message displays when the transaction is successfully refunded.
Voiding a Transaction
To void a transaction:
Select the desired transaction from the list on the Transactions screen.
Tap VOID at the bottom of the screen. Please note, only transactions with a captured status can be voided.
Confirm whether you wish to proceed by tapping YES or NO.
A confirmation message displays when the transaction is successfully voided.
Re-Processing a Transaction
To re-process a transaction:
Select the desired transaction from the list on the Transactions screen.
Tap RE-PROCESS at the bottom of the screen.
Enter the amount you wish to re-process.
Select the appropriate MID (Merchant ID), if applicable.
Tap Proceed to Payment.
Review the payment details and tap Process Payment when ready.
A confirmation message displays when the transaction is successfully re-processed
Gateway Batches
The Gateway Batches screen displays a list of all batches for the account.
Selecting a batch line item displays more details about that specific batch.
You can configure your batch times from the CardPointe Web Application by navigating to Administration > Batching.
Funding
The funding screen displays a list of all funding for the account.
Select a funding line item to display more details about that specific funding event.
Settings
Tap Settings in the left pane to access the following settings menus:
Application Settings - This menu provides various settings for the CardPointe Mobile app and transactions.
Hardware Settings - This menu provides settings for configuring supported hardware devices, including printers, CardPointe Mobile devices, and CardPointe Integrated Terminals.
Notification Settings - This menu provides settings for enabling various notification emails.
The following topics describe each menu in detail.
Application Settings
You use the Application Settings page to configure the following settings:
Application Access PIN - Enable this setting to require a PIN to access the app when it is running in the background.
Register - Enable this setting to use the Catalog and Register features. When this setting is disabled, the app displays the Virtual Terminal instead.
Gratuity - Enable this setting to allow customers to include gratuity during checkout. When you enable this setting, the Gratuity Presets menu displays and allows you to configure three preset gratuity amounts. These presets will display on the screen after each transaction for your customer to choose.
Restaurant-Style Gratuity - Enable this setting to place tip lines and a QR code at the bottom of the receipt. The QR code will contain the retrieval reference number for the transaction. This can be scanned within the CardPointe Mobile Application to access the transaction. This allows for quick navigation for creating tip adjustments, refunds, and voids for transactions that have not yet been batched.
Invoice Number - Enable this setting to capture an invoice number for each transaction.
Zip Code - Enable this setting to capture the cardholder's ZIP code for each transaction.
Custom Fields - Enable this setting to capture up to ten custom text entry fields for each transaction. You create and manage these fields in the CardPointe Web application at Administration > Custom Fields if the Administration tab is enabled for your account.
You cannot enable both Gratuity and Restaurant-Style Gratuity.
You can configure receipt settings on the CardPointe Web Application. This includes adding tip lines, custom fields, and more. For more information on this, review the Custom Fields and Receipt Configuration sections of the CardPointe Web Application documentation. This will configure settings for both the email and printed receipts from the CardPointe Virtual Terminal and the CardPointe Mobile Application.
The CardPointe Mobile app supports Bluetooth and network-connected printers to enable you to print receipts and kitchen orders from the app.
To print kitchen orders, you must use the Catalog feature, and enable the Print to Kitchen? option in the product description for all items that you want to print to the kitchen printer.
Tap Receipt Printer to connect your app to a printer to use to print receipts. When you process a transaction, the Receipt screen includes a Print Receipt button to print the receipt from this printer.
Tap Kitchen Printer to connect your app to a printer to use to print kitchen order slips.
Configuring a CardPointe Mobile Device
Ensure that Bluetooth is enabled on your phone or tablet, and that no other devices are currently connected.
Tap the menu icon in the top-left corner, then tap Settings.
On the Settings menu, under Terminal Settings, tap Swiper.
On the Swiper Connection Settings menu, tap VP3300. The CardPointe Mobile app begins searching for available devices.
On the CardPointe Mobile device, press and hold the power button for three seconds to enter pairing mode. When the app locates the device, it is displayed under Available Swipers as IDTECH-VP3300-xxxxx, where xxxxx is the last 5 digits of the device's serial number, found on the label on the bottom of the device.
Tap the CardPointe Mobile device name. The Bluetooth status LED (the top LED on the rear of the device) flashes quickly to indicate that the device is paired and connected. In the CardPointe Mobile app, a green dot next to the device's name indicates that it is successfully paired.
Configuring a CardPointe Integrated Terminal
If you use a CardPointe Integrated Terminal to process card-present payments, do the following to connect and configure your terminal for use with the CardPointe Mobile app:
On the CardPointe Mobile app, tap the menu icon in the top-left corner, then tap Settings.
Under Terminal Settings, tap CardPointe Integrated Terminal to browse a list of CardPointe Integrated Terminals linked to your account.
Select the terminal that you want to connect to from the list.
Note: Terminals are labeled using the unique hardware serial number (HSN) associated with the device. To locate your CardPointe Integrated Terminal's HSN, check the idle screen or the barcode label on the underside of the device. displays the HSN on the idle screen.
Tap the back arrow to return to the Hardware Settings menu.
Optionally enable or disable the following settings:
Confirm Amount - Enable this setting to prompt the customer to confirm the transaction amount on the terminal.
Terminal Sounds - Enable this setting to have the terminal beep when prompting for cardholder interaction.
CardPointe Integrated Terminal Signature - Enable this setting to have the CardPointe Integrated Terminal prompt the user for a signature on the touch screen (signature-capable devices only).
Notification Settings
You use the Notifications settings menu to you to configure the email notifications that you receive from the CardPointe app. To configure your notification settings, do the following:
Tap the menu icon at the top left of the app and tap Settings.
Select the Merchant that you wish to configure email notifications for. The following event notifications are available for configuration:
Per Chargeback - Receive an email for every chargeback event.
Per Declined Transaction - Receive an email for every transaction that is declined.
Per Refund - Receive an email for every refunded transaction.
Per Rejected Transaction - Receive an email for every transaction that is rejected at settlement.
Batch Summary - Receive an email summarizing your transactional activity at the close of each bath.
Per Force Credit - Receive an email for every transaction processed as a forced credit.
PCI Non-Compliance - Receive an email when a location is marked as PCI Non-Compliant.
Statement - Receive an email when your statement becomes available for download each month.
Funding Summary - Receive an email summarizing your funding activity following each funding event.
Support Ticket Alerts - If support tickets are enabled for your account, receive an email when a ticket is created or updated.
Tap the E-mail box next to each event notification that you wish to receive.
Tap Save.
FAQs
Have questions about CardPointe Mobile? We have answers! Select a question below for more information.
How can I order a CardPointe Mobile Device?
The ordering process varies depending on whether you are a new or existing merchant. Contact your sales partner for more information.
Does the CardPointe mobile device work with Android?
Support for the new CardPointe Mobile device, the ID Tech VP3300, is available in version 3.3 and higher of the CardPointe Mobile app running on Android 10 and higher.
The BBPOS Chipper Mini 2 CardPointe Mobile device is supported for current and previous versions of the CardPointe Mobile app running on Android 5.0 and higher.
Can I configure batch times in CardPointe Mobile?
You can configure batch times within the CardPointe web application by navigating to Administration > Batching. You cannot configure batch times within the CardPointe Mobile application or devices.
How do I re-process a transaction in CardPointe Mobile?
To re-process a transaction in CardPointe Mobile:
Select the desired transaction from the list on the Transactions screen.
Tap RE-PROCESS at the bottom of the screen.
Enter the amount you wish to re-process.
Select the appropriate MID (Merchant ID), if applicable.
Tap Proceed to Payment.
Review the payment details and tap Process Payment when ready.
A confirmation message displays when the transaction is successfully re-processed
How do I void a transaction in CardPointe Mobile?
To void a transaction in CardPointe Mobile:
Select the desired transaction from the list on the Transactions screen.
Tap VOID at the bottom of the screen. Please note that a processed transaction must be refunded before it can be voided.
Confirm whether you wish to proceed by tapping YES or NO.
How do I provide a refund in CardPointe Mobile?
Using CardPointe Mobile, you can provide a refund as follows: Select the desired transaction from the list on the Transactions screen.
Tap REFUND at the bottom of the screen.
Enter a reason for the refund in the Refund Transaction pop-up and click OK.
A confirmation message displays when the transaction is successfully refunded.
Do you provide an SDK for the integration of mobile devices?
Yes. The Bolt Mobile SDKs for iOS and Android allow you to seamlessly integrate your mobile applications with the Bolt Mobile solution. See the Bolt Mobile SDKs Developer Guide for more information.
