By configuring your CardPointe notifications you gain greater visibility and control over each type of payment event which helps you respond quickly, reduce errors, and keep your business running smoothly.
When you keep track of your payment activity with CardPointe’s customizable notification settings, you can stay instantly informed about the events that matter most whether it's a successful transaction, a declined payment, or a refund being processed. Check out the info below to learn how to set up and tailor these alerts to fit your workflow perfectly.
Before You Start
Here are a few things to know before you continue:
- To use CardPointe notifications you need to have a merchant account with Fiserv.
- To use CardPointe notifications you need to have Admin access to your company’s CardPointe account. If you need help accessing CardPointe, please check out this article.
There are two types of notifications you can set up in CardPointe:
- Dashboard Notifications that’ll appear on the Dashboard page when you log in
- Email Notifications that’ll be emailed to the email address you have in your profile.
Since setting up notifications work similarly for both Dashboard and Email Notifications, we’ll take a look at Email Notifications more closely. If you would like to have both types of notifications, you will go through the same steps for each type of notification.
Please Note: You will need to set Transaction & Event Notifications up separately for both credit card and ACH transactions if you have each of those merchant accounts.
Configure Email Notifications
To configure your email notifications in CardPointe, follow these steps:
- Log into CardPointe.
- Click the ‘Dashboard’ heading.
- Click ‘configure’.
- On the configure page, click the ‘Email Notifications’ header.
- Check the box next to the System Notifications you would like to receive.
- Select ‘Save’ to receive email notifications for your selected System Notifications.
- Scroll down to see your options for Transaction & Event Notifications.
- Select the specific account you would like to set up notifications for in the dropdown. If you have set up both credit card and ACH transactions, both of those merchant accounts will appear in the dropdown list.
- Check the box next to the Transaction & Event Notifications you would like to receive. If available we suggest checking the box for the following notifications:
- Per Refund
- Per Chargeback
- PCI Non-Compliance
- Statement
- Select ‘Save’ to receive email notifications for your selected Transaction & Event Notifications.
Please Note: You will need to set Transaction & Event Notifications up separately for both credit card and ACH transactions if you have each of those merchant accounts.
If you have any questions, please reach out to our Payments team through the blue chat widget on the bottom right of this page or by sending an email to servicecorepay@servicecore.com!