General : Adding Tips after Batch Close

Article Contents: This article provides instructions for adding a tip to a transaction after batch close in a Card pointe account.

Note: This involves the following: 

1. Logging in and navigating to the "Reporting" section

2. Locating the transaction using filters and search

3. Saving payment method and selecting "Reprocess"

4. Entering cardholder participation and tip amount

5. Processing the updated transaction

Step by Step

Adding A Tip Transaction After Batch Close:

*Login to your Cardpointe Account: 

  

 

Step 1: Across the main navigation bar across the top, selecting "Reporting."

Step 2: You can use the filters alongside the search bar to locate specific transactions by searching for any data field point:

Step 3: Clicking into a transaction, you would select the save payment method to the profile. 

 

Step 4: You'll then select "Reprocess" at the top of the page and enter the cardholder participation as in-person and the respective amount before selecting process transaction.

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