Tap the menu icon at the top left of the screen and select Settings > Application.

Tap the Register toggle to enable the Catalog feature. 

Tap the menu icon at the top left of the screen and select Settings > Application.

Tap the Gratuity toggle to enable the Gratuity feature.

You can offer gratuity in the form of a dollar amount or as a percentage of the total sale by selecting the desired box.

Upon selecting the desired gratuity type, you can define three different preset gratuity amounts by tapping PRESET 1, PRESET 2, and PRESET 3. These are the gratuity amounts that the customer will be able to choose from during the checkout process.

 When finished customizing gratuity amounts, tap Done. The app will now prompt users to optionally add gratuity during the checkout process.

Tap the menu icon at the top left of the screen and select Catalog > Categories.

At the top right of the screen, tap the plus "+" icon to begin creating a product category.

On the "Add Category" screen:

• Give the category a name.
• Choose whether the category should be "Active" or "Inactive".
• Select a color to help distinguish the category from others that you create. You must choose a color in order to create the category.
• Enter a description for the category (optional).
• If you already created products in the app, you can add them to the category by tapping Products in Category and choosing the desired products.

If you already have products created in the app, you can add them to the category by tapping Select Products for Category.

Select the products that you wish to add to the category. In this example, the category is "Greetings Cards" so we selected all greeting card products to be added to the category.

When finished selecting products, tap Done.

To finish creating or updating the category, select Create Category (or Update Category if you're making changes to an existing category)

Tap the menu icon at the top left of the screen and select Catalog > Products.

At the top right of the screen, tap the plus "+" icon to begin creating a product.

On the "Add Category" screen:

• Give the product a name.
• Enter the product price.
• If the product has a SKU, enter it in the "Product SKU" field (optional).
• Enter a description of the product (optional).
• Choose whether the product should be "Active" or "Inactive". If a product is "Inactive," it will not be selectable on the "Register" screen during the checkout process. We recommend using this setting when a product is out of stock.

If you already have categories created in the app, you can add the product to the category by tapping Select Categories for Product.

Select the categories that you wish to place the product in. In this example, the product is "Stock Paper" so we selected the "Paper" category.

When finished selecting categories, tap Done.

To finish creating or updating the product, select Create Product (or Update Product if you're making changes to an existing product).

Tap the menu icon at the top left of the screen and select Catalog > Discounts.

Select one of the following discount types:

• Cart - Cart discounts are applied to all products in the cart.
• Product - Product discounts can be applied to an individual product in the cart.

At the top right of the screen, tap the plus "+" icon to begin creating a discount. 

On the "Add Discount" screen:

• Give the discount a name. 
• Choose whether the discount should be applied as a percentage or as a dollar amount.
• Enter the discount amount.
• Choose whether the discount should be "Active" or "Inactive". If a discount is "Inactive," it will not be selectable during the checkout process.
• Enter a description of the discount type (optional).

When finished, tap Create Discount (or Update Discount if you're making changes to an existing discount).

Tap the menu icon at the top left of the screen and select Register.

Search for and select the desired product category. In this example, the customer is purchasing gift wrapping paper, so we selected the "Paper" category.

Select the product(s) that the customer wishes to purchase from the list. If the customer wants to purchase more than one of the same product, simply tap the product multiple times until the desired quantity is added to the cart.

If the customer wishes to purchase additional products that are not in the same category, simply tap < Categories to go back to the list of categories and repeat steps 2-3.

On the "Register" screen, manually enter the price, and tap the "+" icon at the bottom right of the keypad to add it to the cart.

If you wish to apply any discounts to the cart, tap DISCOUNTS at the top of the "Register" screen.

Select the discount type from the list to apply it to the cart.

When ready to checkout, tap the cart icon.

On the "Cart" screen, confirm that the products and product quantity are correct, and verify that the discount is applied (if applicable).

Tap the arrow at the top-right of the screen to continue.

Select a Tender Type and perform one of the following procedures:

Tap the menu icon at the top left of the app and tap Virtual Terminal.

Enter the payment amount using the on-screen keypad.

If necessary, select the appropriate Merchant ID (MID) from the MID dropdown.

Tap Proceed to Payment.

Select a Tender Type and perform one of the following procedures:

Select the desired transaction from the list on the 

Tap EMAIL at the bottom of the screen.

Enter the customer's email address in the Email Receipt pop-up and click OK. A confirmation message displays when the receipt sends successfully.

Select the desired transaction from the list on the Transactions screen.

Tap REFUND at the bottom of the screen.

Enter a reason for the refund in the Refund Transaction pop-up and click OK.

Select the desired transaction from the list on the Transactions screen.

Tap VOID at the bottom of the screen. Please note, only transactions with a captured status can be voided.

Confirm whether you wish to proceed by tapping YES or NO.

Select the desired transaction from the list on the Transactions screen.

Tap RE-PROCESS at the bottom of the screen.

Enter the amount you wish to re-process.

Select the appropriate MID (Merchant ID), if applicable.

Tap Proceed to Payment.

Review the payment details and tap Process Payment when ready.

Ensure that Bluetooth is enabled on your phone or tablet, and that no other devices are currently connected.

Tap the menu icon in the top-left corner, then tap Settings.

On the Settings menu, under Terminal Settings, tap Swiper.

On the Swiper Connection Settings menu, tap VP3300.
The CardPointe Mobile app begins searching for available devices.

On the CardPointe Mobile device, press and hold the power button for three seconds to enter pairing mode.
When the app locates the device, it is displayed under Available Swipers as IDTECH-VP3300-xxxxx, where xxxxx is the last 5 digits of the device's serial number, found on the label on the bottom of the device.

Tap the CardPointe Mobile device name.
The Bluetooth status LED (the top LED on the rear of the device) flashes quickly to indicate that the device is paired and connected.
In the CardPointe Mobile app, a green dot next to the device's name indicates that it is successfully paired.

On the CardPointe web application, perform the steps described in the CardPointe Integrated Terminal + Virtual Terminal User's Guide to configure your CardPointe account and Virtual Terminal for use with CardPointe Integrated Terminal.

On the CardPointe Mobile app, tap the menu icon in the top-left corner, then tap Settings.

Under Terminal Settings, tap CardPointe Integrated Terminal to browse a list of CardPointe Integrated Terminals linked to your account.

Select the terminal that you want to connect to from the list.

Note: Terminals are labeled using the unique hardware serial number (HSN) associated with the device. To locate your CardPointe Integrated Terminal's HSN, check the idle screen or the barcode label on the underside of the device. displays the HSN on the idle screen.

Tap the back arrow to return to the Hardware Settings menu. 

Optionally enable or disable the following settings:

• Confirm Amount - Enable this setting to prompt the customer to confirm the transaction amount on the terminal.
• Terminal Sounds - Enable this setting to have the terminal beep when prompting for cardholder interaction.
• CardPointe Integrated Terminal Signature - Enable this setting to have the CardPointe Integrated Terminal prompt the user for a signature on the touch screen (signature-capable devices only).

Tap the menu icon at the top left of the app and tap Settings.

Select the Merchant that you wish to configure email notifications for. The following event notifications are available for configuration:

• Per Chargeback - Receive an email for every chargeback event.
• Per Declined Transaction - Receive an email for every transaction that is declined.
• Per Refund - Receive an email for every refunded transaction.
• Per Rejected Transaction - Receive an email for every transaction that is rejected at settlement.
• Batch Summary - Receive an email summarizing your transactional activity at the close of each bath.
• Per Force Credit - Receive an email for every transaction processed as a forced credit.
• PCI Non-Compliance - Receive an email when a location is marked as PCI Non-Compliant.
• Statement - Receive an email when your statement becomes available for download each month.
• Funding Summary - Receive an email summarizing your funding activity following each funding event.
• Support Ticket Alerts - If support tickets are enabled for your account, receive an email when a ticket is created or updated.

Tap the E-mail box next to each event notification that you wish to receive.

Tap Save.