When to use CardPointe?
For generating reports.
For issuing partial refunds.
To process virtual payments
To process insurance virtual credit card payments
Generating Reports
Log in to your CardPointe account
Navigate to Reporting tab
Select the filter you want to apply for your report
Issuing Partial Refunds
Navigate to Reporting tab
Select the transaction you want to refund
In order to be able to process a refund, the transaction status have to "Processed"
Click on "Refund"
Enter the amount you want to refund for this transaction and click on "Refund"
Processing Virtual Payments
Navigate to "Virtual Terminal" tab
Click on "Add a new card" and enter the card information manually or through the terminal.
Enter payment amount
Click on "Process Transaction
Note:
To enable virtual terminal from CardPointe:
Administration- Virtual terminal- end of page, make sure "Activate CardPointe Integrated Terminal on Virtual terminal" is checked
Payments processed through CardPointe will not be automatically saved in Kasper or Open Dental systems. You'll need to manually log these payments into Open Dental. Additionally, cards stored in Kasper will not be saved to CardPointe, and vice versa.
Processing Insurance Virtual Credit Card Payments
You can handle insurance virtual credit card payments in the same manner as other virtual payments. This involves manually entering the card details into the virtual terminal.
How to access CardPointe
Web:
Log in to your CardPointe account
Mobile:
Download the CardPoint app on app store and goggle play store
CardPointe Support
For any CardPoint support inquiries, please contact CardPointe support on:
Support Email: success@apexpaymentsolutions.com
Support Phone: 800-270-7164
Support website: https://support.cardconnect.com