--- title: Processing Payments through CardPointe description: Processing Payments through CardPointe --- [Skip to content](https://knowledge.meetkasper.com/knowledge/processing-payments-through-cardpointe-kasper-knowledge-base#main-content) English Show submenu for translations ![Kasper Logo-2.png\]](https://knowledge.meetkasper.com/hs-fs/hubfs/Kasper%20Logo-2.png?height=25&name=Kasper%20Logo-2.png) Open main navigation Close main navigation - English Show submenu for translations - [Visit the Kasper Homepage](https://meetkasper.com/) [Visit the Kasper Homepage](https://meetkasper.com/) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledge.meetkasper.com/knowledge?hsLang=en) 2. [KasperPay](https://knowledge.meetkasper.com/knowledge/kasperpay?hsLang=en) # Processing Payments through CardPointe ## Generate Payment Reports. Partial refunds. Process Virtual Payment. Process Insurance Virtual Payments. CardPointe. CardPointe Support. **When to use CardPointe?** - For generating reports. - For issuing partial refunds. - To process virtual payments - To process insurance virtual credit card payments ### **Generating Reports** - Log in to your **[CardPointe account](https://cardpointe.cardconnect.com/account)** - Navigate to Reporting tab - Select the filter you want to apply for your report [![](https://knowledge.meetkasper.com/hubfs/Knowledge%20Base%20Import/Screen+Shot+2024-05-07+at+12_37_01+PM.png)](https://downloads.intercomcdn.com/i/o/1044244066/d642a94aa936db90bb78f47d/Screen+Shot+2024-05-07+at+12_37_01+PM.png?expires=1772825400&signature=2bf029fb6d847fd876f47fafc472309ec872dd95145c81ce248828e7b8e9728c&req=dSAjEst6mYFZX%2FMW1HO4zWSLN0L45Pwa6p1cEoEj08xcYKJkJHjunc7BjvTW%0Ame98Mlfm2tm2Fxm86Eg%3D%0A) ### **Issuing Partial Refunds** - Navigate to Reporting tab - Select the transaction you want to refund [![](https://knowledge.meetkasper.com/hubfs/Knowledge%20Base%20Import/Screen+Shot+2024-05-07+at+12_41_31+PM.png)](https://downloads.intercomcdn.com/i/o/1044259357/a9fd4ada962e742ef4bd1c9e/Screen+Shot+2024-05-07+at+12_41_31+PM.png?expires=1772825400&signature=f228d0afd1d9ac32da21250577c588a368763916fa75828ac34d534c1d727157&req=dSAjEst7lIJaXvMW1HO4zZiuUGWvTZpJBOAqIRGZRqcsSvOY5mpxknm2IdgD%0ANGw7x3VHRWEwmYqeTMY%3D%0A) In order to be able to process a refund, the transaction status have to "Processed" - Click on "Refund" [![](https://knowledge.meetkasper.com/hubfs/Knowledge%20Base%20Import/Screen+Shot+2024-05-07+at+12_47_03+PM.png)](https://downloads.intercomcdn.com/i/o/1044259587/a4cca132dfad5081669564e0/Screen+Shot+2024-05-07+at+12_47_03+PM.png?expires=1772825400&signature=0a9dc7ee562a03257edd50defa318ba4912ca4006ba1d175a339c7865196117e&req=dSAjEst7lIRXXvMW1HO4zRhN8rly0g0mWjr5%2BMcAbA4suGFhtlOW9HpGx4Vw%0A9KtKoLRb2ybXncb8HPQ%3D%0A) - Enter the amount you want to refund for this transaction and click on "Refund" [![](https://knowledge.meetkasper.com/hubfs/Knowledge%20Base%20Import/Screen+Shot+2024-05-07+at+12_48_42+PM.png)](https://downloads.intercomcdn.com/i/o/1044259858/a87fc913d8f587f5d16149ac/Screen+Shot+2024-05-07+at+12_48_42+PM.png?expires=1772825400&signature=7399c12a9d5437a419245c4e038115ccfa6df8f08f79569a4825ea71b5af35f0&req=dSAjEst7lIlaUfMW1HO4zYyNQ7VQTwtPagPIKaYLYJpSYxBF0vQsWhUOwoB3%0AyrTcC3iL%2Fc%2FR0sOXqTM%3D%0A) ### **Processing Virtual Payments** - Navigate to "Virtual Terminal" tab [![](https://knowledge.meetkasper.com/hubfs/Knowledge%20Base%20Import/Screen+Shot+2024-05-07+at+12_55_35+PM.png)](https://downloads.intercomcdn.com/i/o/1044266561/36b112f7a45130141f97e266/Screen+Shot+2024-05-07+at+12_55_35+PM.png?expires=1772825400&signature=2035332e6831e2c598592a5cbecb35eb965c93a5470b480b2b46c7d27b6ca93e&req=dSAjEst4m4RZWPMW1HO4zffABEKQp6IiVs%2FXU8S%2BqPbpOjC%2Fhzyl%2F9%2FQFIKf%0AEh8lRR5B2RBxTvDVJJo%3D%0A) - Click on "Add a new card" and enter the card information manually or through the terminal. - Enter payment amount - Click on "Process Transaction Note: To enable virtual terminal from CardPointe: Administration- Virtual terminal- end of page, make sure "Activate CardPointe Integrated Terminal on Virtual terminal" is checked [![](https://knowledge.meetkasper.com/hs-fs/hubfs/Knowledge%20Base%20Import/Screen+Shot+2024-05-07+at+11_24_48+AM.png?width=779&height=414&name=Screen+Shot+2024-05-07+at+11_24_48+AM.png)](https://downloads.intercomcdn.com/i/o/1044162481/55d4f43bdeba4e484f610e94/Screen+Shot+2024-05-07+at+11_24_48+AM.png?expires=1772825400&signature=b4c01bfb468931a66562a6396b9da588814041cf74b20fdecdaaecf3de51b994&req=dSAjEsh4n4VXWPMW1HO4zcm8CY2%2FUuEYybbrjw1h0%2FpM6XYGUr%2Bb6W%2FAsKFr%0AQMsr%2Bk%2FF98yAp2eYjq4%3D%0A) Payments processed through CardPointe will not be automatically saved in Kasper or Open Dental systems. You'll need to manually log these payments into Open Dental. Additionally, cards stored in Kasper will not be saved to CardPointe, and vice versa. ### **Processing Insurance Virtual Credit Card Payments** You can handle insurance virtual credit card payments in the same manner as other virtual payments. This involves manually entering the card details into the virtual terminal. ### How to access CardPointe #### **Web:** Log in to your [**CardPointe account**](https://cardpointe.cardconnect.com/account) #### **Mobile:** Download the CardPoint app on **[app store](https://apps.apple.com/us/app/cardpointe/id1095694344)** and **[google play store](https://play.google.com/store/apps/details?id=com.cardconnect.android.merchantcenter&hl=en&pli=1)** ### CardPointe Support For any CardPoint support inquiries, please contact CardPointe support on: **Support Email: [success@apexpaymentsolutions.com](mailto:success@apexpaymentsolutions.com)** **Support Phone: 800-270-7164** **Support website: [https://support.cardconnect.com](https://support.cardconnect.com/)** - [Dashboard](https://knowledge.meetkasper.com/knowledge/dashboard?hsLang=en) - [Video Tutorials](https://knowledge.meetkasper.com/knowledge/video-tutorials?hsLang=en) - [Getting Started](https://knowledge.meetkasper.com/knowledge/getting-started?hsLang=en) - [Paperless Forms](https://knowledge.meetkasper.com/knowledge/paperless-forms?hsLang=en) - [Campaigns](https://knowledge.meetkasper.com/knowledge/campaigns?hsLang=en) - [Online Scheduling](https://knowledge.meetkasper.com/knowledge/online-scheduling?hsLang=en) - [Troubleshooting](https://knowledge.meetkasper.com/knowledge/troubleshooting?hsLang=en) - [Dashboard](https://knowledge.meetkasper.com/knowledge/dashboard?hsLang=en) - [Settings](https://knowledge.meetkasper.com/knowledge/settings?hsLang=en#main-content) - [Kasper Server App](https://knowledge.meetkasper.com/knowledge/settings?hsLang=en#kasper-server-app) - [Treatment Plans](https://knowledge.meetkasper.com/knowledge/treatment-plans?hsLang=en) - [Settings](https://knowledge.meetkasper.com/knowledge/settings?hsLang=en#main-content) - [Phone Settings](https://knowledge.meetkasper.com/knowledge/settings?hsLang=en#phone-settings) - [My Profile](https://knowledge.meetkasper.com/knowledge/settings?hsLang=en#my-profile) - [User Management](https://knowledge.meetkasper.com/knowledge/settings?hsLang=en#user-management) - [Auto Reminders](https://knowledge.meetkasper.com/knowledge/settings?hsLang=en#auto-reminders) - [KasperPay](https://knowledge.meetkasper.com/knowledge/kasperpay?hsLang=en) - [Open Dental Assistance](https://knowledge.meetkasper.com/knowledge/open-dental-assistance?hsLang=en) - [Communication](https://knowledge.meetkasper.com/knowledge/communication?hsLang=en) - [Tasks](https://knowledge.meetkasper.com/knowledge/tasks?hsLang=en) - [Apps](https://knowledge.meetkasper.com/knowledge/apps?hsLang=en) - [Unscheduled Treatments](https://knowledge.meetkasper.com/knowledge/unscheduled-treatments?hsLang=en) - [Office Chat](https://knowledge.meetkasper.com/knowledge/office-chat?hsLang=en) - [Account Management](https://knowledge.meetkasper.com/knowledge/account-management?hsLang=en) - [Insurance Verification](https://knowledge.meetkasper.com/knowledge/insurance-verification?hsLang=en) - [Kasper Config App](https://knowledge.meetkasper.com/knowledge/kasper-config-app?hsLang=en) - [Performance](https://knowledge.meetkasper.com/knowledge/performance?hsLang=en) - [Calendar](https://knowledge.meetkasper.com/knowledge/calendar?hsLang=en) [![](https://knowledge.meetkasper.com/hs-fs/hubfs/Group%20637-2.png?width=342&height=83&name=Group%20637-2.png)](http://www.meetkasper.com) Kasper AI Help Center Copyright © 2026, Kasper