Overview

Release notes are intended to improve your experience of the CardPointe Desktop web application by keeping you informed of the latest features and enhancements.

CardPointe 1.65 (11/13/2023)

This release the following addition and bug fix in addition to backend enhancements:

• Site User ID Added 
• PCI Compliance Link Fix

Site User ID Added

The Site User ID field was added to the My Profile page and the User Detail page under Users in the Administration section

PCI Compliance Link Fix

The PCI Compliance link in the Accounts table under My Account was updated to ensure functionality.

CardPointe 1.64 Release (11/1/23)

The CardPointe 1.64 update released on the evening of 11/1/23.

In addition to the following, this release included backend enhancements and improvements:

• Form 1099-K Tab
• Columns Added to Customer Tab

Form 1099-K Tab

The new Form 1099-K page was added to CardPointe to allow users to access their yearly 1099-K forms. This page is located under the Reporting tab to the right of the Statements tab. When viewing this page, you can view up to 4 years of 1099-K forms. The location will automatically be selected based on the information given in the Descriptors settings. You have the ability to change the location by using the location dropdown located above the table.

The columns of the table are:

• Tax Year
• Summary View
• Detail View

Clicking on the Summary View or Detail View options for a given 1099-K form option will result in a PDF download of a form. The Summary View option provides the standard 1099-K form giving a one-page summary of the year's transactions. The Detail View option offers the Summary View overview in addition to a list of transactions and totals for each MID.

A new Site Permission was added to control access to this tab. The Form 1099-K permission is enabled by default for Admin users and can be enabled for Standard users. For more information on setting user permissions in CardPointe, refer to the User Detail section of this page. 

Columns Added to Customer Tab

The new additional columns on the Customer tab under Virtual Terminal are:

• Token
• ProfileID
• AcctID
• Address 2
• Country
• Date/Time Added
• Last Updated

These columns can be applied via the Display Column Selector. The Company Name and Address 2 fields will only display if the Active checkbox is selected on the page under the Administration - Virtual Terminal tab.

The search capabilities were updated accordingly. 

All fields will be present on the exported page.

CardPointe 1.63 Release (5/15/23)

This release includes the following enhancements as well as backend improvements and fixes:

• CardPointe 101 Tutorials
• Export Functionality for My Account Pages

CardPointe 101 Tutorials

A series of tutorial videos were created to address common operational questions. A tour launcher can now be found on the CardPointe Web Application. Click on the question mark (?) located at the bottom right-hand corner of the application to open a small pop-up window listing the available tutorials. Select a tutorial to open another pop-up window with a video to guide you through the process. Each tutorial includes a short description and a link to the corresponding CardPointe Support site page for more information.

Depending on the size of your display, this window may be scrollable.

Currently, there are six tutorials listed in the launcher. These tutorials are:

• How to Run a Transaction
• How to Create Users
• How to Refund a Customer
• How to Locate Transaction Decline Code
• How to Access Statements
• How to Void Transactions

Export Functionality for My Account Pages

The data in CardPointe in the My Account tab for the Accounts, Equipment, and Orders is now available for export. An Export button has been added to these pages.

After clicking the Export button two options will appear Export as CSV and Export as Excel.

CardPointe 1.62 Release (2/6/23)

This release includes the following enhancements, as well as backend improvements and fixes:

• Dashboard Notifications Re-enabled
• Updated PCI Compliance Link
• ACH Return Code Description

Dashboard Notifications Re-enabled

Dashboard notifications have been restored for the following events:

• Declined Transactions 
• Refunds
• Forced Credit

A bug that was preventing these notifications from displaying has been fixed.

You can enable/disable these notifications under the Administration tab. Review our documentation on CardPointe Web Application User settings for more information. 

Updated PCI Compliance Link

For merchants enrolled in our PCI compliance program, the link used to access your compliance details is now https://pci.cardpointe.com.

ACH Return Code Description

The ACH Return Code description has been added to the Transaction Detail page to provide more information on returned ACH (electronic check) transactions.

CardPointe 1.61 Release (11/16/22)

This release includes the following enhancements, as well as backend improvements and fixes:

• Category Code for Declined Visa Orders
• ACH Reporting Improvements
• Funding Date Filter

Visa Decline Category Codes

For declined Visa transactions, the Transaction Detail page now displays the following fields, to help merchants determine whether or not to reattempt the transaction with the given account information:

• Decline Category Code - Displays the decline category code and a reason for the decline.
• Decline Category Text - Displays instructions for the merchant.

ACH Reporting Improvements

For merchants who accept ACH (electronic check) payments, CardPointe now displays additional reporting details for ACH rejects, transactions rejected or returned due to an issue with the account.

These enhancements apply to both Fiserv ACH (FKA BlueChex) and ProfitStars.

Transaction Reporting

The following changes have been made to the Reporting > Transactions page:

• The ACH Return value in the Method column and filter has been renamed ACH Reject.
• The following columns have been added:

  • Return Code - Displays an ACH return code and description for a returned or rejected ACH transaction.

  • Rejected Transaction # - Displays a reference to the linked transaction that was rejected.

    

    These columns have also been added to the Gateway Batch Detail page, Funding Batch Detail Page, and Funded Batch Summary page.

Transaction Detail Page

The following changes have been made to the Transaction Detail page:

• For ACH transactions, an illustration of a paper check is now displayed instead of a credit card.

• For ACH Rejects, the following fields have been added to the Transaction History:

• Return Code - Displays an ACH return code and description for a returned or rejected ACH transaction.

• Rejected Transaction # - Displays a reference to the linked transaction that was rejected.

  

Funding Date Filter

The Reporting > Funding table now includes a Funding Date filter, to filter funding events by date. 

CardPointe 1.60 Release (9/29/22)

This release includes the following updates:

• Bolt Is Now CardPointe Integrated Payments - UI and Reporting Changes
• Actions Button in Equipment Tab
  

Bolt Is Now CardPointe Integrated Payments - UI and Reporting Changes

Bolt Terminal is now CardPointe Integrated Terminal. As a result, all references to the Bolt name and logo in the CardPointe UI have been updated.

These changes affect the Virtual Terminal UI for accepting payments with a connected terminal, the Reporting tab and exports, the Administration > Virtual Terminal settings, Marketplace tab, and My Profile page.

Actions Button in Equipment Tab

On the My Account tab, the Equipment table's Enable, Disable, and Rename buttons have been combined under a single dropdown list labeled Actions.

CardPointe 1.59 Release (8/10/22)

This release includes the following updates:

• Terms and Conditions
• Statement Download Enhancements
• WooCommerce Removed from CardPointe Marketplace
• New Transaction Status Mappings
• Backend Fixes and Improvements

Terms and Conditions

This release introduces an updated version of the Terms and Conditions for using the CardPointe web application. This updated version includes minor grammatical changes. Users are required to review and accept the terms to continue using the application.

To review the Terms and Conditions or download a copy, click here.

Statement Download Enhancements

Recap Statement Update

A Recap Statement is a monthly statement for North merchants that reports the total processing and fee amounts for multiple locations under a MID. 

This release includes an update to the table in the Statements tab under the Reporting section to support the retrieval of Recap Statements for North merchants. For this, a new column has been added to the table which displays the Statement Type to allow merchant users to differentiate between each type of statement.

The Statement Type column has been added after the Statement Date column. The Statement Type column will display Location or Recap for North, South, and Omaha merchants.

For merchants not on the North, South, or Omaha platforms, the Statement Types will display as Statement, Invoice, or Insert accordingly.

Improved Error Handling for Customer Statement Download Fails

When a customer statement download fails, you are now redirected to the Customer Statements page and an updated error message is displayed. If you encounter this error, try again to download this statement. 

WooCommerce Removed from CardPointe Marketplace

WooCommerce tile is no longer available from the CardPointe Marketplace tab. CardPointe no longer supports the use of WooCommerce for new users. Due to this change, the WooCommerce shopping cart tile no longer appears on the CardPointe web application. 

New Transaction Status Mappings

The following transaction statuses have been added to CardPointe for certain declined transactions:

• Format Error
• Token Decrypt Failed
• Unknown

Backend Fixes and Improvements

This release includes backend fixes and improvements. No user-facing changes resulted from these modifications. 

CardPointe 1.58 Release (3/9/22)

This release includes the following updates:

• Terms and Conditions 
• New User Alert Notifications

Terms and Conditions

This release introduces Terms and Conditions for using the CardPointe web application. All users are required to review and accept the terms of use to continue using the application.

To review the Terms and Conditions or download a copy, see here.

New User Alert Notifications

Admin and Super Admin users can now enable email alerts to receive a notification when a new user is created in CardPointe.

When enabled, you will receive an email notification each time a new user is created for your account. The email includes the new user's details, so you can determine whether or not the user is valid and take any necessary actions.

To enable New User Alerts, do the following:

1. Click Administration, then select the Users tab.
2. Select your user account.
3. On the User Detail page, click the Email Notifications tab, select the New User Alert checkbox, then click Save. 

CardPointe 1.57 Release (1/19/22)

This release includes backend fixes and improvements. No user-facing changes are included in this release.

CardPointe 1.56 Release (11/17/21)

This release includes the following updates:

• Recurring Billing Improvements
• Statement Download Improvements
• CardPointe Integrated Terminal for Clover Added to the Marketplace

Recurring Billing Improvements

CardPointe's Recurring Billing component has been enhanced and redesigned. Along with numerous backend improvements, this update introduces a new look and feel, including the following changes:

• Virtual Terminal > Billing Plans

• New Last 4 and Expiration columns have been added.
  
• New Start Date, Amount, and Account filters have been added.
• Search the table by Plan ID and Name.

• Virtual Terminal > Scheduled Payments

  • New Last 4 and Expiration columns have been added.
  • The Actual Amount and Actual Date columns have been renamed Paid Amount and Paid Date.
  • New Scheduled Date, Scheduled Amount, Paid Date, Paid Amount, and Account filters have been added.
  • Search the table by Plan ID and Name.

Statement Downloads

CardPointe's Statements tab has been updated with a new look and feel:

To download a statement, select the location and year (the current year is selected by default), then click the download button for the statement that you want to download.

CardPointe Integrated Terminal for Clover Added to the Marketplace 

For merchants that use CardPointe Integrated Terminals to accept card-present payments from the CardPointe Virtual Terminal, the CardPointe Integrated Terminal for Clover Flex and CardPointe Integrated Terminal for Clover Mini terminals are now available from the CardPointe Marketplace.

CardPointe 1.49 Release (9/30/21)

This release includes the following updates:

• Order ID Added to Virtual Terminal
• Gateway Batches Tab Redesign

Order ID Added to the Virtual Terminal

The CardPointe Virtual Terminal now includes an Order ID field, allowing you to include an optional Order ID value in the transaction details, for reporting purposes. This value is displayed in the Order ID column in the Transactions table and the Order ID field in the CardPointe Transaction Details page.

Gateway Batches Tab Redesign

The Gateway Batches reporting tab has been redesigned to match the look and feel of the Transactions tab, including changes to the following features:

• Location

  The Locations selector has been renamed Location, and now includes a search box to filter the table by location.

• All Statuses

  The All Statuses selector has been renamed Status and now includes Select All and Clear All options.

• Date Selector

  The date selector has been renamed Close Date and has been completely redesigned to match the Transactions tab's Date selector. You can now select floating or specific date ranges to display batch details. By default, the table is sorted by date to prioritize recent batches.

  Note the following:

  • The Gateway Batches table displays a maximum of 13 months of batch history.

  • The ability to sort the table is limited to 1 million records. If the specified date range includes more than 1 million transactions, custom sorting rules are ignored, and an error message is displayed.

• Search

  The search feature has been updated to match the Transactions tab's search.

  Note the following:

  • When searching by Batch Number, the complete batch number (exact match) is required.

  • Partial matching for other fields is limited to the first three (3) or more digits.

Additionally the Batch Detail page includes the following new updates:

• The ability to sort the table is now limited to fewer than 1 million records. If more than 1 million transactions are included in the selected batch, an error message is displayed, and the results are not sorted.
• Batch ID has been renamed Batch Number.
• Order # has been renamed Order ID.
• When searching by Batch Number, the complete batch number (exact match) is required. Partial matching for other fields is limited to the first three (3) or more digits.

CardPointe 1.48 Release (7/19/21)

This release includes the following updates:

• Updates for Handling Stored Credentials
• Card Account Updater Reporting

Updates for Handling Stored Credentials

This release includes several important changes for handling stored credentials (customer profiles) for saving and reusing customer payment details.

The Virtual Terminal enables you to create and manage 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 Virtual Terminal now requires you to verify some important information:

• Cardholder Permission
  When creating or updating a stored customer profile, or when creating or updating a billing plan 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.

Card Account Updater Reports

For merchants enrolled in the Card Account Updater add-on, the new Card Updates tab of the Reporting page displays detailed information on all card account updates that occurred within the past year, as well as information on declined transactions within the past 60 days.

The Card Updates page includes the following reports:

• Update History
  
• Decline Report

Click on the links above to read more about the new Update History and Decline Report data now available.

Forgot Password Enhancement

Enhancements to the Forgot Password? process on the CardPointe login page include an updated design that conforms to the styling of the login page, as well as now unlocking your account automatically when setting a new password.

Multiple unsuccessful login attempts can result in receiving a message that your account has been locked. You can now use the Forgot Password? link to set a new password and automatically unlock your account.

CardPointe 1.47 Release (5/25/21)

This release includes the following updates:

• Interchange Settings Tab Renamed
• Surcharge Fee Renamed
• Receipt Update for Surcharged Transactions
  

Interchange Settings Tab Renamed

The Interchange Settings tab is now named Interchange.

Surcharge Fee Renamed

The Surcharge Fee column is now named Credit Card Surcharge wherever it appears in the following pages:

• Transactions
• Gateway Batches → Batch Detail
• Funding → Funding Detail
• Exported reports

Receipt Update for Surcharged Transactions

Receipts for previous transactions that included a surcharge now include a Credit Card Surcharge line item and the following disclaimer at the bottom: To cover the cost of accepting credit cards, we collected a credit card surcharge.

Merchant Surcharge Program

A new Merchant Surcharge Program is available for any of your eligible locations where you would like to apply a surcharge to credit card transactions.

A Credit Card Surcharge is an additional amount automatically applied to credit card transactions, and is paid for by the cardholder. The surcharge amount covers your cost in processing the credit card transaction.

• This new program is available to new and existing locations that meet certain eligibility requirements.
• The Credit Card Surcharge is calculated at a fixed rate of 3.5% and is automatically applied to all eligible credit card transactions for locations enrolled in the program.
• The Credit Card Surcharge is not added in certain instances where applying a surcharge is prohibited.
• The Credit Card Surcharge is not added to debit or prepaid transactions.
  
• All locations enrolled in the program are required to comply with all card brand requirements, such as displaying proper signage and disclosures that credit card transactions will include a surcharge.
  

See the Merchant Surcharge Program Overview for program requirements and changes to the CardPointe Virtual Terminal.

For more information on enrolling in the Merchant Surcharge Program, contact your sales partner.

CardPointe 1.46 Release (3/22/21)

This release includes internal updates and enhancements as part of regular maintenance. No user-facing changes are included in this release.

CardPointe 1.45 Release Notes

This release includes the following updates:

• Added Detail in Response Column
• Search Amount using 1 Character
  
• Automatic Archiving of Support Tickets

Added Detail in Response Column

You can now view the processor and processor response code in parenthesis within the Response column on the following Reporting pages:

• Transactions
• Batch Detail for Gateway Batches
• Batch Detail for Funding

These additional details are now shown by default on the pages mentioned above, and do not require any action to enable.

Search Amount Using 1 Character

You can now search the Transactions table for amounts using 1 or more characters.

The updates in CardPointe 1.43 that included a new search algorithm and a reduction in the number of searchable columns, resulted in the inability to search the Amount field using less than 3 characters.

With this release, you can now search using 1 or more characters. The search returns exact matches and partial matches of leading values. For example, entering '12' into the search box may return amounts such as 120.99, or 12.37, but will not return an amount of 33.12.

Automatic Archiving of Support Tickets

Tickets that have remained in a Completed or Not Completed status for more than 7 business days are now archived automatically.

The Completed and Not Completed statuses are assigned manually by CardPointe Support when the issue is considered resolved. Once a ticket is assigned this status, you may comment on the ticket within 7 business days should you have any additional concerns. On the 8th business day, the ticket is archived and remains available for historical purposes in a read-only state. 

Commenting on a read-only ticket that has been archived is not possible, as displayed in the image below. Instead, create a new support ticket for your concern and the CardPointe Support team will assist you promptly.

CardPointe 1.44 Release Notes

This release includes the following updates:

• Search by Batch ID
• Search Custom Fields Using 1 Character
  
• Merchant ID Displayed in Location Filter
• MID Column Added to Transactions Page
• MID in File Exports
• Complete PCI SAQ Prior to Compliance Expiration

Search by Batch ID

The ability to search the Transactions table for Batch ID has been restored in this release.

The updates in CardPointe 1.43 that included a new search algorithm and a reduction in the number of searchable columns, resulted in the inability to search by Batch ID within the Transactions table.

With this release, the ability to search by Batch ID has been restored. You can now enter the full batch number in the Transaction table search box to show only transactions within that batch.

Search Custom Fields Using 1 Character

You can now search Custom Fields using 1-32 characters.

The updates in CardPointe 1.43 that included a new search algorithm and a reduction in the number of searchable columns, resulted in the inability to search Custom Fields using less than 3 characters, or more than 25. 

With this release, you can now search using only 1 character, or as many as 32 characters.

Merchant ID Displayed in Location Filter

The Merchant ID (MID) is now displayed in parenthesis within the Location filter on the following pages:

• Transactions
• Gateway Batches
• Funding

MID Column Added to Transactions Page

You can now view the MID associated with each transaction in the Transactions table, and export this data to a file.

Click Choose Columns on the Transactions page to enable the new MID column.

MID in File Exports

The MID is now automatically included when exporting data from the Gateway Batches and Funding pages.

To include the MID in data exported from the Transactions page, enable the new MID column using the Column Selector.

Complete PCI SAQ Prior to Compliance Expiration

The PCI Compliant status in CardPointe is now a clickable link, allowing you to click the status in order to complete your Self-Assessment Questionnaire (SAQ) before your compliant status expires.

CardPointe 1.43 Release Notes

This release includes the following updates:

• New Devices in the CardPointe Marketplace
  
• Transaction Reporting Enhancements
• Chargeback and Retrieval Reporting Enhancements
  

New Devices in the CardPointe Marketplace

This release adds several new payment devices to the Marketplace:

• ID TECH VP3300 for CardPointe Mobile (iOS)
• ID TECH Augusta for CardPointe Virtual Terminal
• CardPointe Integrated Terminal for Ingenico iSMP4 for CardPointe Virtual Terminal

The ID TECH VP3300 and Augusta add support for secure EMV (chip) card transactions to the CardPointe Mobile app and CardPointe Virtual Terminal, respectively. See the following topics for more information.

ID TECH VP3300 for CardPointe Mobile (iOS)

The ID TECH VP3300 CardPointe Mobile device is now available for use with the CardPointe Mobile app for iOS (an updated Android app with support for the new device is coming soon). The new CardPointe Mobile device adds support for secure EMV transactions and connects wirelessly over Bluetooth.

ID TECH Augusta for CardPointe Virtual Terminal

The ID TECH Augusta is now available for use with the CardPointe Virtual Terminal. The Augusta adds support for secure EMV transactions.

CardPointe Integrated Terminal for Ingenico iSMP4 for CardPointe Virtual Terminal and CardPointe Mobile

The CardPointe Integrated Terminal for Ingenico iSMP4 is now available for merchants who use our P2PE terminals to accept card-present payments on the Virtual Terminal.

The iSMP4 connects to the Virtual Terminal or CardPointe Mobile app over your WiFi network, allowing you to take the checkout experience to your customers.

Transaction Reporting Enhancements

This release includes introduces a number of changes and enhancements to transaction reporting, including:

New Transaction Reporting Filters

The Transaction Tab on the Reporting page includes new filters to display transactions by Amount, Brand, and Entry Method, as well as a relocation of the Choose Columns selector.

Filter	Description	Possible Values
Amount	A range of transaction amounts	Min: the minimum amount of the range. Max: the maximum amount of the range.
Brand	The card brand	Amex Check 21 Diners Club Discover E-Check JCB MC Maestro Pin Debit Visa Voyager WEX
Entry Method	The transaction entry method	Digital Wallet E-Commerce EMV Contact EMV Contactless EMV Keyed EMV Swipe Keyed Swipe Mail Order Recurring Swipe/Retail Telephone

New Transaction History Details

The Transaction Details page includes a new Transaction History section that displays the following details:

• Date and time of transaction
• Transaction type
• Transaction amount
• Front end
• CardPointe user who processed the transaction
• A details drop-down that includes custom fields and transaction response information.

Streamlined Search Column Selection

To improve usability, the list of Search Columns has been refined to only display the most commonly-searched columns. The streamlined Search Columns list includes the following options:

• Transaction #
• Parent Transaction #
• Amount
• Order #
• Invoice #
• Purchase #
• Last 4
• Payer Name
• Payer Email
• User Name
• Auth Code
• Serial #

New Search Algorithm

By implementing a new search algorithm, as well as the Streamlined Search Column Selection mentioned above, we ensure search speed, reliability, and scalability is maintained, especially for larger merchants with many transactions.

The new search algorithm now returns results for exact matches as well as close matches, and orders results based on the closest match. This new search produces more results than with the previous search function, with better matches appearing higher in the list.

Export Function Enhancement

The Export function within the Transactions tab has been improved to support exporting up to 500,000 transactions.

Chargeback and Retrieval Reporting Enhancements

Additional fields are now available within the Chargebacks table and a new Retrievals tab has been added to CardPointe Reporting.

Additional Chargeback Fields

The Chargebacks table within the Reporting section of CardPointe now provides additional chargeback data with the following new columns:

• Work Type
• Reason Code
  
• Reason
• Ref Number

New Retrievals Tab

The new Retrievals tab within the Reporting section of CardPointe displays all retrieval requests, including the following data:

• Location
• Transaction Date
• Request Date
• Due Date
• Card Type
• Last 4
• Ref Number
• Reason
• Amount

May 11th 2020 Update

The following enhancements and bug fixes were released to CardPointe 1.43 on May 11th, 2020:

• The Choose Columns option has been added to the Batch Detail page, allowing you to select the desired columns and export the selected data set to a file.
• Fixed a bug where saved transaction reports ignored the selection of the following Front End filters:
  • 3rd Party Source
  • API
  • Shopping Cart

June 8th 2020 Update

The following enhancements and bug fixes were released to CardPointe 1.43 on June 8th, 2020:

• The Print Receipt and Email Receipt buttons have been restored to the Transaction Detail page for BluePay and third-party transactions, allowing you to print or email receipts for these transactions.
• The Choose Columns option has been added to the Transactions tab within the Funding Detail page, allowing you to select the desired columns and export the selected data set to a file.
• The Unknown option has been restored to the Brand filter within the Transactions table, allowing you to show only transactions where the card brand is unknown.

CardPointe 1.42 Release Notes

CardPointe release version 1.42 includes the following enhancements:

PCI Non-Compliance Notices

This release includes improvements to the PCI non-compliance notices.

The Learn how to get compliant link in the PCI non-compliant banner has been removed for accounts with multiple Merchant IDs.

Now, you must click the Not Compliant link associated with any non-compliant Merchant ID in order to resolve your non-compliance status for that account. Repeat the process for any remaining accounts that are listed as Not Compliant.

CardPointe 1.41 Release Notes

CardPointe release version 1.41 includes the following enhancements:

• Account Change Request Tickets
• Edit Billing Plans
• Linked Parent Transactions for Refunds
• CVV and USB Card Reader Options Enabled for New Accounts
• PCI Compliance Status Notifications
• User Account Change Verification

Merchant Account Change Request Tickets

Merchants with the ability to create support tickets can now create tickets to request certain account changes, rather than faxing paper forms.

The following ticket reasons are now available:

• Bank Account Change
• Legal Name/Tax ID Update
• DBA Update
• Demographic (Contact Info) Change

Bank Account Change

To request a bank account change, select the Bank Account Change ticket reason.

The Bank Account Change ticket includes the following fields:

Field	Description
Old Routing Number	The current bank account routing number.
Old Account Number	The current bank account number.
New Account Type	Select one of the following types for the new account: Deposits & Fees Deposits Only Fees Only ACH (ProfitStars)
New Bank Name	The name of the bank to which the new account belongs.
New Bank Phone Number	The contact phone number for the bank to which the new account belongs.
New Routing Number	The routing number for the new account.
New Account Number	The bank account number for the new account.
Attachment	Optionally, attach one of the following to verify your new bank account information: Voided check Official bank letter Note: If you do not provide an attachment, you might be prompted to provide one if we are unable to verify your new account with the information that you provided.
Tax ID	The tax ID associated with the account, required to sign the form.
SSN-4	The last 4 digits of the account owner's SSN, required to sign the form. Note: This is not required for non-profit or Individual/Sole Proprietor accounts.
Signer Name	The account owner's Legal Name, required to sign the form.

Legal Business Name/Tax ID Change

To request a legal business name or tax ID change, select the Legal/Tax ID ticket reason.

The Legal/Tax ID ticket includes the following fields:

Field	Description
New Legal Name	The new legal name for this account.
New Tax ID	The new Tax ID for this account. Must be 10 characters including the dash.
Attachments	One of the following, to verify your new information: W9 form SS-4 IRS issuance letter Most recent tax return
Tax ID (Current)	The current Tax ID, required to sign the form.
Signer Name (Current)	The account owner's current Legal Name, required to sign the form.

DBA Name Change

To request a doing business as (DBA) name change change, select the DBA Name Change ticket reason.

The DBA Change ticket includes the following fields:

Field	Description
New DBA Name	The new Doing Business As (DBA) name that you want to use.
Tax ID	The tax ID for the account, required to sign the form.
Signer Name	The account owner's Legal Name, required to sign the form

Demographic (Contact Info) Change

To request a phone number, mailing address, or physical location address change, select the Demographic Change ticket reason.

The Demographic Change ticket includes a description field for you to provide the details of your change request. for example, if you want to change your contact phone number, you could specify "Please change my phone number to (111)111-1111."

Edit Billing Plans

You can now edit billing plans in CardPointe. Previously, billing plans could not be modified.

You can edit the following billing plan details:

• Plan Scheduling
• Plan Name
• Amount
• E-mail Receipt

To edit an existing billing plan, click Edit Plan on the Billing Plan Details page.

Linked Parent Transactions for Refunds

The Transactions table includes a new Parent Transaction column that displays the original or parent transaction linked to a refund.

To enable this column, select the Parent Transaction option from the Columns list.

A Parent Transaction is the original transaction record linked to the refund. Click the Parent Transaction number to view the details of the original transaction.

CVV and USB Device Card Entry Features Enabled by Default

The CVV and USB Device Card Entry Virtual Terminal settings are now enabled by default, for new merchant accounts.

PCI Compliance Status Notifications

This release includes changes to the behavior of the PCI compliance status notifications to ensure that merchants see the correct information.

If one or more merchant accounts under the customer account are flagged as non-compliant, the Accounts Tab displays the following notices:

• The PCI non-compliant banner displays and provides a link to Trustwave.
• The PCI Status column displays the PCI status for each merchant account.
  
  Possible values are:
  • Not Compliant - The merchant account has been flagged as non-compliant.
  • Not Applicable - PCI compliance validation is not enabled for the merchant.

User Account Change Verification

To ensure the security of your user account, CardPointe now sends a verification email to the email address on file for your user account when you update your email address or password.

Email Address Updates

When you change your email address, a verification email is sent to both the previous email address and the new email address to notify you of the change and to confirm that the change was valid.

Password Updates

When you change your password, a verification email is sent to the email address on file to notify you of the change and to confirm that the change was valid.

CardPointe 1.40 Release Notes

This release includes the following enhancements:

• New Excel Format Export Option
• Increased Row Limit for Reports

New Excel Format Export Option

In addition to CSV format for downloaded reports, you can now download reports in Excel format (.xlsx). Downloading a report in Excel format preserves the table and content formatting as displayed in CardPointe.

To download a report in Excel format, click Export, then select Export as Excel.

Increased Row Limit for Reports

Downloaded reports can now contain up to 100,000 rows, increased from the previous limit of 15,000.

CardPointe 1.39 Release Notes

CardPointe release version 1.39 includes the following enhancements:

• Two Factor Authentication (2FA)
• View and Sort Customer Accounts by Expiry
• Export Stored Customer Profiles
• Export CoPilot User Information

Two Factor Authentication (2FA)

Two Factor Authentication (2FA) is now required for users under a merchant account that has the Forced Credit permission enabled.

2FA is required to verify the user's identity before allowing the user to perform either of the following tasks:

• Run a force credit transaction
• Create a new user

Authenticating a Force Credit Transaction

The first time you attempt to run a force credit transaction from the Virtual Terminal, you will be prompted to enter a Verification Code.

The following steps describe the Force Credit Authentication workflow:

1. On the Virtual Terminal, you select the Force Credit transaction type, enter the billing information, and click Process Force Credit.
   
   
2. CardPointe sends a Verification Code to the email address on file for your merchant account.
3. The Verification Code message displays, prompting you to enter the verification code that you received.
   
   
   
4. You enter the code and click Verify Code.
5. Your account is verified, and you are able to run the transaction.
   
   You can continue to run additional force credit transactions and create new users without additional authentication during this session.
   
   When your session ends (either because you logged out or because you remained inactive for 45 minutes) you must re-authenticate the next time you attempt to perform either of these tasks in a new session.

Authenticating a New User Creation

The first time you attempt to create a new user, you will be prompted to enter a Verification Code.

The following steps describe the Create New User Authentication workflow:

1. On the Administration page, you select the Users tab, and click the +New User button.
   
2. On the Create New User page, you fill in the user details, and click Save.
3. CardPointe sends a Verification Code to the email address on file for your merchant account.
4. The Verification Code message displays, prompting you to enter the verification code that you received.
   
   
   
5. You enter the code and click Verify Code.
6. Your account is verified, and the new user is created.
   
   You can continue to create additional new users or run force credit transactions without additional authentication during this session.
   
   When your session ends (either because you logged out or because you remained inactive for 45 minutes) you must re-authenticate the next time you attempt to perform either of these tasks in a new session.

View and Sort Customer Accounts by Expiry

The Virtual Terminal Customers tab now includes an expiry column that displays the expiration date for each customer account.

Export Stored Customer Profiles

You can now download a list of stored customer profiles associated with your merchant account. The list is exported as a CSV file (named Accounts.csv) that includes customers specified by the filter and search value that are currently applied to the table.

For example, if you enter "PA" in the search box and filter the table by Zip, the download includes a list of customers with State = PA, sorted by zip code.

The list includes the following information for each profile:

• Default
• Brand
• Last 4
• Expiry Month
• Expiry Year
• Name
• Address
• City
• State
• Zip
• Email
• Phone

To download a list of stored customer profiles, do the following:

1. Click Virtual Terminal > Customers.
   
   
2. On the Customers page, optionally enter a search term and/or filter the table as desired.
   
   
3. Click Download.
   
   The Accounts.csv file is generated and downloaded.

Export CoPilot User Information

You can now download a list of CoPilot users associated with your merchant account. The list is exported as a CSV file (named Users.csv) that includes the following information:

• Name
• Email
• Status
• User Type
• Date Added
• Last Log On Date

To download a list of users, do the following:

1. Click Administration > Users.
   
   
2. On the Users page, click Download.
   
   The Users.csv file is generated and downloaded.

CardPointe 1.38 Release Notes

This release includes the following enhancement:

View Transaction Reports by Entry Method

The Transaction Reporting table includes a new Entry Method column, which displays the card entry method for the transaction.

Possible values are:

• Manual
• Chip Read
• Contactless Chip
• Fallback Keyed
• Fallback Swipe
• Swipe
• Contactless Fallback Swipe

The Entry Method column is disabled by default. To enable it, click Columns, and select the Entry Method option:



CardPointe 1.37 Release Notes

This release includes security enhancements to prevent fraudulent activity.

CardPointe User Account Security

Multiple attempts to log into your account with incorrect credentials will result in a temporary (30 minute) lock on your account.

Continued attempts during the lockout period add 30 minutes each to the duration of the lockout.

Additionally, changing your password while your account is locked does not cancel or otherwise affect the lockout period. Instead, you can log in with the new password once the lockout period has ended.

If you are locked out of your account and cannot regain access, contact support for assistance.

CardPointe 1.36 Release Notes

CardPointe release version 1.36 contains the following new features and updates:

• Ability to Export Receipts as PDF Files
• Specify the Customer's Default Country for Virtual Terminal Transactions

Save Receipts as PDF Files

In addition to printing receipts, you can now save them as PDF files.

To save a receipt as a PDF:

1. On the Transaction Detail page, click Print Receipt.
   
2. Select the Save as PDF option to download the receipt as a PDF.

Ability to Specify the Customer's Default Country for Virtual Terminal Transactions

If you currently capture the customer's country in the Virtual Terminal sales form, you can now configure a default value to pre-fill this field.

To specify a default customer country value:

1. On the Administration page, select the Virtual Terminal tab.
2. On the Virtual Terminal tab, scroll down to the Customer Settings.
3. Ensure that the Country option is set to Active, and select a value from the list in the Default Value column.

CardPointe 1.35 Release Notes

CardPointe release version 1.35 contains the following new features and updates:

• CardPointe Marketplace Refresh
• Simplified Funding Details
• Filter Gateway Batch Transactions by Date
• New Reporting Filter: Server # (Clerk ID)

CardPointe Marketplace Refresh

The CardPointe Marketplace is your one-stop shop for terminals, add-ons, and plugins. We've given the Marketplace a refresh to make it easier to browse our current product offerings. Check out our new Marketplace support page which includes a new addition to the Marketplace family: Clique.

To access the Marketplace, simply log in to CardPointe and navigate to the Marketplace tab.

Simplified Funding Details

Your funding details just got easier to understand! We've updated the Funding Details page by providing a breakdown of the sales and fees amounts that you incur for each funding event. To access the Funding Details screen:

1. Click Reporting.
2. Select the Funding tab.
3. Choose a date from the "Funding Date" column to display the Funding Detail screen.

Filter Gateway Batch Transactions by Date

You can now filter Gateway Batch transactions by a range of dates using a new "Date" filter on the Gateway Batch detail screen. To access the Gateway Batch Detail screen:

1. Click Reporting.
2. Select the Gateway Batches tab.
3. Choose a Batch Number from the table to display the Batch Detail screen.
4. Select the Date filter at the top of the table to select a range of transaction dates to filter on.

New Reporting Filter: Server # (Clerk ID)

Attention restaurant and other service-based merchants - you now have the ability to filter your transactions reports by "Server #." This field, also commonly known as “Clerk ID” on CardPointe terminals, is used by merchants who wish to assign their employees unique identifiers for reporting and tracking purposes. This practice is commonly used in a restaurant environment so that servers can track their net sales and tips. As such, CardPointe terminals that are programmed with a restaurant configuration now have this field enabled by default.

Manually Enabling the Clerk ID Field on a CardPointe Terminal

If you'd like to manually enable this setting on a CardPointe terminal:

1. From the main screen, press # to display the Admin Menu.
2. Press 2 to display the  Clerk Menu.
3. Press 5 for Clerk Prompt.
4. Select either 2 for ID only, or select 4 for ID and Name.

Additionally, you can contact CardPointe Support for assistance.

Adding the Server ID Filter to CardPointe Reports

To add this filter to your reports in CardPointe, navigate to the Reporting > Transactions screen, click the Columns dropdown and check the box next to Server #.

As transactions accrue on your terminal(s), you can refer to this field in your reports to view transaction activity for a particular clerk, server, or cashier. To learn more about Reporting in CardPointe, check out the CardPointe user documentation.

CardPointe 1.34 Release Notes

CardPointe release version 1.34 contains the following new features and updates:

• Transaction Details Now Display PIN Debit Transactions
  
• Tokenization Source Now Captured for Transactions
• New Payment Entry Method: Digital Wallet

CardConnect for Magento 2.0

CardConnect for Magento enables you to accept Visa, MasterCard, American Express and Discover payments in your Magento shopping cart. The plugin tokenizes sensitive data, safeguarding your customers from a data breach and removing the burden of PCI compliance.

You can learn more about the plugin by accessing the Marketplace in CardPointe.

Transaction Details Now Display PIN Debit Transactions

Transactions made with debit cards now display as PIN Debit in the Payment Type field on the Transaction Details screen, as well as in CardPointe Reporting. 

Tokenization Source Now Captured for Transactions

A new field titled "Token Source" now displays on the Transaction Details screen and can be referenced to determine the payment device or method that was used for tokenizing a customer's card data for a given transaction.

In addition, you can now filter CardPointe reports by "Token Source":

New Payment Entry Method: Digital Wallet

Transactions made with digital wallet apps such as Apple Pay and Google Pay now display as "Digital Wallet" in the Entry Method field on the Transaction Details screen. 

CardPointe 1.33 Release Notes

CardPointe release version 1.33 contains the following new features and updates:

New Transactions Reporting Columns Available

You can now add the following reporting filters to your Transactions reports:

• Currency
• Email
• Phone Number
• Terminal ID

To add these filters to your reports, navigate to the Reporting > Transactions screen, click the Columns dropdown and check the boxes next to the desired options.

CardPointe 1.32 Release Notes

CardPointe release version 1.32 contains the following new features and updates:

• Choose the Custom Fields that Display on Receipts
• New "State" Drop-down on the Virtual Terminal Screen
• Currency Type Now Displays in Transaction Details
• New Transactions Reporting Columns Available

Choose the Custom Fields that Display on Receipts

In CardPointe, you can define up to 10 custom fields that allow you to capture additional information about your customers and your transactions. In this release, we now provide you with the ability to choose specific custom fields that you wish to display on receipts. 

Displaying Custom Fields on Receipts

To display Custom Fields on receipts, you just need to click a few boxes in CardPointe. First, let's navigate to Administration > User Fields and locate the fields that you wish to display on your receipts. Simply click the boxes in the "Show on Receipt" column for any fields that you wish to display on receipts.

Next, you just need to enable Custom Fields on your receipts. Navigate to Administration > Receipts and click the box next to Custom Fields. The Custom Fields that you selected now display on your receipts.

New "State" Drop-down on the Virtual Terminal Screen

Previously when using the Virtual Terminal, if the customer's address was in the United States, you had to manually enter the name of the state which sometimes led to errors. Now, when "United States" is the selected country, a drop-down menu appears allowing you to easily select the customer's state from the list.

If any country besides the “United States” is selected as the customer's country, then a text field displays allowing you to manually enter the state or province.

Currency Type Now Displays in Transaction Details

We've added a currency indicator next to the "Total" field within the "Transaction Details" section of the Virtual Terminal. This makes it easier to distinguish between the currency type if you manage merchant locations in multiple countries.

New Transactions Reporting Columns Available

You can now add the following reporting filters to your Transactions reports:

• Address
• City
• State
• Zip

To add these filters to your reports, navigate to the Reporting > Transactions screen, click the Columns dropdown and check the boxes next to these options.

CardPointe 1.31 Release Notes

CardPointe release version 1.30 contains the following new feature:

New Columns Added to Transactions Reports Table

You can now filter the "Transactions Reports" table by the following new columns:

• Token
• AVS Response

CardPointe 1.30 Release Notes

CardPointe release version 1.30 contains the following new features and updates:

• Routing Number Validation
• Create a Customer Profile on Card Swipe

Routing Number Validation

CardPointe now validates bank routing information as it is provided in real-time for businesses located in the United States. When a merchant or sales partner enters bank routing information into the CardPointe application, CardPointe performs a check and indicates if the routing number is valid or invalid.

Create a Customer Profile on Card Swipe

You can now create and save a customer profile in CardPointe by simply swiping the customer's payment card.

 To give this new feature a try:

1. Navigate to the "Virtual Terminal" screen and click the Customers tab.
2. Click Add New Customer. 
3. Click Device/Terminal Card Entry on the right side of the screen. 
4. Using your terminal, swipe the customer's payment card.
5. CardPointe performs a verify against the card to determine its validity. 
   1. If the card is verified successfully, click Save Account to automatically save the customer's profile in CardPointe.
   2. If the card verification is unsuccessful (i.e.; card was declined), you cannot save the customer profile in CardPointe using this method.

CardPointe 1.29 Release Notes

CardPointe release version 1.29 contains the following new features and updates:

Submit Support Tickets in CardPointe

Need assistance with CardPointe or have questions about your hardware? We have your back! You can contact our Support team by submitting a support ticket without having to leave the CardPointe application. To learn more, please refer to the user documentation on this site.

CardPointe 1.28 Release Notes

CardPointe release version 1.28 contains the following new features and updates:

Improved Merchant Application Process

Previously, when merchants registered for a CardPointe account, they then needed to manually enter their login credentials to access the CardPointe application. Now, a merchant is automatically logged in to CardPointe upon registering for an account.

ACH Returns

You can now view transaction details related to ACH returns by navigating to the Reporting > Transactions screen. To show ACH Returns transactions, select the Method dropdown and check the box next to ACH Return.

New Transactions Reporting Columns Available

You can now add "Settlement Date" and "Capture Date" information to Transactions reports. On the Reporting > Transactions screen, click the Columns dropdown and check the boxes next to these options.

CardPointe 1.27 Release Notes

CardPointe release version 1.27 contains the following new features and updates:

Billing Plans and Scheduled Payments Moved to Virtual Terminal Tab

We moved the "Billing Plans" and "Scheduled Payments" features to the Virtual Terminal tab.

• If you wish to create a new billing plan or view an existing billing plan(s), navigate to Virtual Terminal > Billing Plans.
• If you wish to view your past and future scheduled payments, navigate to Virtual Terminal > Scheduled Payments.

"Transaction Declined" Now Displays on Receipts

Previously, when a transaction was declined, the sales receipt did not display that a decline occurred. Now when a transaction is declined, the receipt displays "Transaction Declined" above the transaction details.

CardPointe 1.26 Release Notes

CardPointe release version 1.26 contains the following new features and updates:

Equipment Manager: Track Orders and Activate Devices in CardPointe

You can now track the fulfillment status of device orders and activate the devices within CardPointe. To explore this new feature, navigate to the My Account screen. The following two tabs now appear on this screen:

• Equipment tab - From this tab, you can:

• View a list of your account’s existing devices

• Activate a device, which validates the device’s chain of custody for security purposes.

• Deactivate a device that is not in use. 
  

  

• Orders tab - From this tab, you can:

• View your account’s equipment order history

• Track the shipping status of device orders 

  

Configure Default Interchange Optimization Levels

You can now configure the default Level 1, Level 2, and Level 3 Interchange levels within CardPointe by navigating to Administration > Interchange Settings.

In addition, you can:

• Enable and disable the display of Level 3 fields on the Virtual Terminal and on the Transaction Details screens
• Enable and disable Invoice, PO, and Tax on the Virtual Terminal and on the Transaction Details screen.
  
  To enable these fields, navigate to Administration > Virtual Terminal and check the boxes next to Virtual Terminal - Level 3 and Transaction Details - Level 3.

Enabling these settings adds Level 3 data fields to the Virtual Terminal and to the Transaction Details screen.

Instantly Link Bank Accounts During CardPointe Registration

We made it easier for merchants to quickly and securely link their bank account(s) during CardPointe account registration. By partnering with Plaid, we now provide you with the ability to link your deposit and withdrawal account(s) without having to manually enter your account and routing numbers, and without having to upload a voided check.

During the CardPointe registration process, you can click the Link My Account button to instantly link your bank(s). 

CardPointe 1.25 Release Notes

CardPointe release 1.25 contains the following new features and updates:

Define an AVS Mismatch Threshold

You can now enter a dollar amount threshold for Address Verification System (AVS) mismatches. Transactions that fall under the defined threshold dollar amount will be authorized and voided in the event of an AVS mismatch. Transactions that are over the defined threshold dollar amount will be verified before an authorization is attempted. If zero is entered for the threshold dollar amount, then all transactions with an AVS mismatch will be declined.

To define an AVS mismatch threshold, navigate to Administration > Security.

Display Tips on Receipts

Merchants that have the “Tip Adjust” setting enabled on their account now have the ability to add a “Tip” line that will display on receipts. This allows customers to write a tip amount as well as the total purchase amount on the receipt after the transaction is captured.

To display a tip line on receipts:

1. Navigate to Administration > Receipts.
2. Check the box next to Tip Lines.
3. Click Save. 

CardPointe 1.24 Release Notes

CardPointe release 1.24 contains the following new features and updates:

Receive Email Alerts When Daily Funding Reports Are Delayed

You can now opt to receive email notifications in the event that there are delays with receiving daily funding report data. To enable this notification:

1. Click Administration and select the Users tab.

2. Locate and select the desired user account.

3. Click the Email Notifications tab.

4. Check the box next to Funding Report Daily Alert.

5. Click Save.

Voided Check Button Now Displays As Expected

This bug fix resolves an issue that caused the “Voided Check” upload button to not display as expected on the CardPointe application Review & Sign screen.

CardPointe 1.23 Release Notes

CardPointe release 1.23 contains the following new features and updates:

Daily Reporting Status

You can now monitor the processing status of your funds directly from the CardPointe dashboard within a new section titled "Daily Reporting Status." The file statuses that display in this section include: 

• Files not due today (orange)
• Files not received yet (not late) (orange)
• Files not received yet (Late) (red)
• Files received/processing (yellow)
• Files done processing (green)

New Transaction Reporting Filter: Retail Terminals

You can now run a report on transactions made through the CardPointe Terminal. On the Reporting screen:

1. Click the Transactions tab

2. Click the Front End filter.

3. Click the box next to Retail. This will display all transactions made via CardPointe Terminals. 

   

Customer Profile Settings Now Display in Virtual Terminal Tab

The "Virtual Terminal" tab within the Administration section of CardPointe now contains settings for Virtual Terminal features, as well as Customer Profile settings (which appear on the Virtual Terminal screen in CardPointe). Previously, Customer Profile information displayed in a separate “Customers”  tab.

CardPointe 1.22 Release Notes

CardPointe release 1.22 contains the following new features and updates:

Manage Your Products with the CardPointe Catalog

The CardPointe Catalog enhances your selling experience within the CardPointe Mobile app. Using the CardPointe desktop application, you can:

• Easily create products with custom pricing.

• Assign your products to product categories.

• Create monetary and percentage-based discounts that can be applied at the product and cart levels when selling with CardPointe Mobile.

• Define tax settings.

For details on how to setup and manage your Catalog in CardPointe Desktop,  please refer to the user documentation on the Support Center.

For details on how to setup and manage your Catalog in CardPointe Mobile,  please refer to the Mobile app user documentation on the Support Center.

Accept Tips During a Transaction

You can now accept tips when processing payment using the Virtual Terminal in the CardPointe desktop application. By default, the "Tip" setting is inactive. To change this setting so you can begin accepting tips:

1. Click Administration in the top nav of the CardPointe desktop application.
2. Click the Virtual Terminal tab.
3. Check the box next to Tip.
4. Click Save.

Once enabled, a "Tip" field is available on the Virtual Terminal screen:

Accept Tips After a Transaction is Captured

Merchants with a restaurant MCC code can now accept gratuity after a transaction is captured. When a transaction is in “Captured” status in the CardPointe desktop application, a “Tip Adjust” field displays on the “Transaction Detail” screen, providing users the ability to enter a tip amount before the sale is final.

Clicking Tip Adjust displays a pop-up that allows you to input the tip amount.

CVV and AVS Settings

You can now enable and disable CVV and AVS verification from within the CardPointe Desktop application. By default, CVV and AVS validation settings are inactive. To change this setting:

1. Click Administration in the top nav of the CardPointe desktop application.
2. Click the Security tab.
3. Within the “CVV / AVS” section, check the box next to the desired validations that you wish to activate.
   • CVV (Card Verification Value) - When active, CVV mismatches are automatically declined.
   • AVS (Address Verification System) - When active, AVS mismatches are automatically declined.
4. When finished, click Save.

Customer Signature Now Included on Receipts

Customer signatures now display on receipts, as well as on the “Transaction Details” screen.