CardPointe / CardConnect / FiServ
Clover Refunds
Clover Refunds Go to the Clover Dashboard and click Transactions on the left-hand side. Apply appropriate filters and locate transaction that needs to be refunded. Once transaction is located, click on Details. Scroll to the bottom and click Refund.
Refunding 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
CardPointe FAQs What is this fee on my statement? See below for a list of fee definitions. Authorization and Transaction Fee Definition Authorization Fees Charged each time the card is swiped, keyed, or used in ecommerce, including approvals, ...
Cardconnect - DBA Name Change
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 ...
Cardconnect - Legal Business Name/Tax ID Change
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. ...
Cardconnect - Bank Account Change
Bank Account Change To request a bank account change, select the Bank Account Change ticket reason. Before you begin, ensure that you have the following information available: The old routing and account numbers The new routing and account numbers ...
CardConnect - Updating Your Merchant Account Information
Updating Your Merchant Account Information You can create a support ticket to make the following changes to your account: Bank Account Change Legal Name/Tax ID Update DBA Update Demographic (Contact Info) Change When you submit a ticket, a CardPointe ...
CardConnect - Subscribing to Ticket Updates
Subscribing to Ticket Updates Want to be in the know when an update occurred to one of your Support tickets? You can opt to receive email notifications whenever a Support ticket is created or updated on your merchant account. Navigate to ...
CardConnect - Updating an Existing Merchant Services Support Ticket
Updating an Existing Support Ticket It's easy to add comments to a support ticket and to view a ticket's history. Adding Comments to a Ticket To add additional comments to a ticket or to respond to our Support team: Click the Ticket ID link from ...
CardConnect - Submitting A Merchant Services Support Ticket
Submit a Support Ticket 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. You can now submit ...