CardPointe / CardConnect / FiServ
Pairing a new Clover Device with Club Caddie
Article Contents: This article outlines the steps to pair a Clover device with Club Caddie. CLOVER INTEGRATION WITH CLUB CADDIE GUIDE 1. First you will want to ensure that the customer has activated the device and it is powered on and connected to ...
Adding A Tip Transaction After Batch Close
Article Contents: This article provides instructions for adding a tip to a transaction after batch close in a Cardpointe account, which involves: 1. Logging in and navigating to the "Reporting" section 2. Locating the transaction using filters and ...
Clover Refunds
Article Contents: This article contains step-by-step instructions for processing refunds on the Clover platform. It outlines how to navigate to the Transactions section in the Clover Dashboard, apply filters to locate the specific transaction that ...
Refunding In CardPointe
Article Contents This article contains a guide on how to issue refunds in Cardpointe. Cardpointe Refunds Go to Reporting and click on the Transaction # Hit Refund button and specify amount. Partial or Full amount and Refund reason.
Cardconnect - CardPointe FAQs
Article Contents: This article covers: - Definitions of various merchant account and transaction fees - Explanations of decline codes and after-hours support - Instructions for managing transactions and account information in CardPointe - Differences ...
Cardconnect - DBA Name Change
Article Contents: This article contains information about changing the DBA (Doing Business As) name for a Cardconnect account. It outlines the specific fields required when submitting a DBA Name Change request ticket, including the new DBA name, tax ...
Cardconnect - Legal Business Name/Tax ID Change
Article Contents: This article outlines the process for requesting a change to the legal business name or tax ID for a CardConnect merchant account. Users must select the "Legal/Tax ID" ticket reason and provide the new legal name, new 10-character ...
Cardconnect - Bank Account Change
Article Contents: This article guides users through the process of requesting a bank account change for a CardConnect merchant account. It outlines the required information, such as old and new account details, bank information, and account owner ...
CardConnect - Updating Your Merchant Account Information
Article Contents This article explains how to update merchant account information in the CardConnect system by creating a support ticket. It covers various types of changes, including bank account, legal name/tax ID, DBA, and demographic information ...
CardConnect - Subscribing to Ticket Updates
Article Contents: This article provides instructions on subscribing to email notifications for updates on CardConnect Support tickets. It guides users through the process of navigating to the appropriate user settings, enabling the "Support Ticket ...
CardConnect - Updating an Existing Merchant Services Support Ticket
Article Contents: This article contains information on updating an existing Merchant Services support ticket in the CardConnect system. It provides instructions on how to add comments to a ticket in order to provide additional information or respond ...
CardConnect - Submitting A Merchant Services Support Ticket
Article Contents: This article contains information on how to submit a support ticket in CardPointe, including tips on what to do before submitting a ticket, who has permission to submit tickets, how to grant ticket submission permissions, and ...