Welcome to the Resource Center. Here you will find a collection of tutorials that demonstrate the management of various aspects of your Elm Savings Plan microsite as well as the CardPointe Backoffice System of your merchant account.
Click on a section to expand it and see its tutorial.
Your Elm Savings Plan Microsite
How do I Login?
How do I manage my fee schedule?
CardPointe Backoffice System
Introduction to the CardPointe Virtual Terminal Backoffice
Setting Up Users
To get to the User creation page, Click Administration in the man nav bar, then click the “Users” tab.
Administration Tab Dashboard and Email notifications
Virtual Terminal, processing cards manually, printing & emailing receipts
Setting Virtual Terminal Transaction Limits
Virtual Terminal Customization CVV Required or not, Refund Reason on off or required or not
Customizing Reporting Tab Columns, Downloading Custom reports, Reviewing batches
Searching transactions, Voiding same day transactions
Processing partial or full refunds, reviewing transaction details
Batching your Virtual Terminal system
Reviewing transactions processed by individual users
Getting Support for your CardPointe Virtual Terminal Backoffice