Follow the steps below to process payments on your Clover device from your CardPointe Virtual terminal.
Processing Transaction
When logged into your CardPointe account > Virtual Terminal
Start by entering in the amount you're looking to charge in the Amount field > Device / Terminal Card Entry
On the next screen make sure device is selected and the "Mark Default" is selected
Select Terminal EMV / Swipe
Device will prompt the charge amount to be confirmed > Select Confirm
Customer can Insert, Tap or Swipe the card to pay for the charge
Select Complete Transaction
Card information will be pulled over and ready to charge through the Process Transaction button.
You can use the "Store Customer Profile" to use for future payments from this client.
Stored clients will show up in Virtual Terminal > Customers
Transaction Approved!
Viewing Past Transactions
You can view the transactions in the Reporting Tab > Transactions
If you have any questions, you can reach out to our payment support team below: