Processing Customer Credit Cards - CardPointe

Knowledge Base · Payment Processing

Applies to: Connected 12.0  |  Platform: CardPointe Integration  |  Prepared: July 2025, Revised August 2026

ARTICLE CONTENTS

• 1. Overview
• 2. Four Payment Processing Methods
• 3. Charging a Card via the Receipts Window
• 4. Result
• 5. Getting Started

1. Overview

Connected's accounting software integrates with CardPointe to enable credit card processing and secure card storage. The system uses a PCI-compliant token for saving cards on file, eliminating direct storage of sensitive payment data.

2. Four Payment Processing Methods

Credit card payments can be processed from any of the following four locations in Connected:

3. Charging a Card via the Receipts Window

The steps below walk through the most common path — charging a card from the Receipts window.

1. Create a receipt entry. Name it using the card type for easy reference later, e.g. VISA-052425.
2. Select Charge Credit Card…from the Actions menu.
   
3. The CardPointe Payment Gateway window opens with the default mode set to charge card (file for later use).
   
4. Click the click for secure entry link beside Card No to open the CardPointe Secure Card Entry window.
   
   
5. Enter the card number and press TAB, then complete the remaining fields, including the expiration date.
   
6. Click the Charge Card button to process the payment.
   
7. An approval confirmation displays. Click OK to view the Authorization Result details.
   
8. Review the Response Listtab for approval codes or decline reasons.
   
9. Close the window to return to the Receipts screen.

4. Result

5. Getting Started

To initiate CardPointe integration setup, submit a support ticket with the subject line Cardpointe Payment Gateway.