Merchant Reporting & Management
CardPointe payment management software gives merchant users the ability to review their credit card transactions easily and in real-time, all from one location.
From this comprehensive portal, get a high level overview of your business’s payments in real-time, or drill into each transaction to conduct refunds, voids, or resend and reprint receipts.
With our advanced payment reporting software, you can focus on those metrics that are most important to your growing business. You’ll have the ability to instantly identify your best-selling products, your most loyal customers or your top-performing employees.
You can even go more granular than this to isolate new vs. returning customers and how both segments choose to pay, whether they use magstripe plastic, EMV chip cards, or NFC-enabled cards and mobile devices. All these transaction management analytics are viewable in real-time — directly through your POS reporting software.
Real-time Reporting
Track credit card transaction data analytics in real-time and perform actions like voids and refunds
Product Catalog
Organize, label, price and even discount your products and services for an easy checkout process
Recurring Billing
Set up custom bill plans for your customers with recurring payments
PCI Compliance Management
Check the status of your compliance at any time.
Customer Profiles
Save customer information to make checkout even quicker for return visits and future transactions
Virtual Terminal
Input credit card transactions manually from anywhere
Transaction management made simple.
Easily identify best-selling products, most loyal customers, top-performing employees, and more.
Powerful filters allow users to refine transactions using a number of parameters including date, credit card number, status, and more.
Monthly volume reports allow users to closely monitor business performance and progress.
Easily access and download reports to compare sales figures for different locations.
Powerful Processing
- Retail Terminal (EMV + P2PE, PIN Debit)
- Mobile App (iOS & Android)
- Virtual Terminal
- Transaction Management (sale, Verify, Auth and Capture, Auth Only, VoidCapture, Refund)
- Catalog + Register
- Bill Plans/Recurring Billing
- eCheck/ACH
- Receipt Builder
- Customer Profiles
- Interchange Optimization (Level 2 & 3)
PCI Compliance
- PCI Compliance Status
- Trustwave SSO
APIs
- Full library of developer friendly APIs
- Gateway API
- Device API
- eCommerce Plugins
Real-Time Reporting
- Funding
- Settlements
- Chargebacks
- Gateway Batch
- Batch Detail
- Custom Filters
- Statement Archive
Integrations
- Shopping Carts
- Accounting Softwares
CardSecure Protection
- Tokenization
- P2PE