Resource Center

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