Manage Users, Reports, and Statements in CardPointe

CardPointe is the backend portal for Fiserv. Use it for reports, statements, users, and account access.

Before You Start

• You need your CardPointe login.

• If you forgot your credentials, use reset password or email servicecorepay@servicecore.com.

Log Into CardPointe

1. Go to the CardPointe login page.

2. Enter your username and password.

3. Use Forgot Password if needed.

   

Access Reports

1. From the dashboard, click Reporting.

   

2. Choose from these report types:

   • Transactions – Review individual transactions, issue refunds, confirm books.

   • Gateway Batches – See daily deposits into your bank account.

   • Funding – View actual deposits (useful for weekend or multi-day batches).

   • Chargebacks – Track disputed transactions.

   • Retrievals – Requests for transaction details before a dispute.

   • Statements – Monthly transaction and fee summaries.

3. Filter by date, transaction type, or card type as needed.

   

Access Statements

Statements let you track all transactions, deposits, and fees for your account. You can download monthly summaries or detailed records for your accounting team.

1. Log into CardPointe.

2. Navigate to Reports > Statements.

If you manage multiple locations, select the location from the dropdown menu. Use the Download link to save a monthly statement.

What’s Included in Statements

• Overview of all transactions for the month.

• Deposit and batch details.

• Fees charged on your account.

TIP: Monthly statements are the most reliable way to reconcile ServiceCore payments with your accounting system, since they provide the official processor-level record.

Add New Users

1. Go to Administration > Users.

   

2. Click New User.

3. Enter the user’s information.

4. The user will receive an activation email from donotreply@cardpointe.com. They can then create a username and password (we recommend using their email address).

5. Assign permissions:

   • Admin – Full access to the account, including sensitive information.

   • Standard – Limited access. You choose which areas they can access:

     1. Virtual Terminal – Process payments through CardPointe.

     2. Reports – View financial data. Reserved for those allowed to see sensitive transaction info.

     3. Billing – Access the billing page.

     4. Support – Create support tickets.

6. Save. The user is now active in your Fiserv account.