How to use the Cardpointe Credit Card Reader and Signature Capture Pad

This guide will show you how to process credit and debit purchases with the Cardpointe Credit Card reader and Signature capture pad through Excede.

1. From the open Purchase Order (P.O.), click POST.
2. In the CTC Credit Card and Signature Capture dialog box, verify the Total Due for the invoice. If correct, Click Collect Payment.
   
   
   
3. In the Collect Payment window, verify the Amount to Charge then select the payment method Credit Card or Debit.
   
   
   
4. Click Submit Payment.
   
   
   
5. The Cardpointe machine will prompt customer to verify by pressing the green button.
   
   
   
6. The customer will be prompted to insert their card; it will process the payment then prompt to remove card.
   
   
7. On the Credit Card Processing window, click Request Signature.
   
   
   
8. The Cardpointe machine will prompt the customer to sign on the pad then press the green button.
   
   
9. In the credit card processing window click Save Signature and Exit.
   
   
   
10. Excede will prepare the invoice automatically and it will appear in PDF X-change to print. 

If the customer wants to split payment across different cards, do the following:

Follow steps 1-4 like normal, then:

4a. Enter the amount they wish to pay on the first card in the Amount to Charge box.


4b. Select card type.


4c. Click Submit payment. The customer will insert their card and follow the instructions on the Cardpointe machine like normal. They will not submit a signature until the final payment.

4d. After the  On the Total Due screen click Collect Payment. In this example the Collect payment button is greyed out because the Total Due is ZERO. When there is still an amount to pay it will allow you to click it.

4e. Repeat 4a to 4d until Total due is ZERO (0).

4f. Now request the customers signature.

4g. Save signature and exit.

4h. In Excede, the customers invoice will pop-up for printing.