CoreBridge supports the processing of Credit Cards through an integration with Complete Merchant Solutions (CMS). Below is a list of frequently asked questions relating to the processing of credit cards within CoreBridge. If your question is not discussed in this article, please email our support team at firstname.lastname@example.org for assistance.
Frequently Asked Questions
How do I enroll with CMS?
Review the Support Article CMS - CoreBridge's Integrated Merchant Services Provider. There is a section here that talks about Signup and Activation.
When should I enroll with CMS?
We recommend you reach out to start the enrollment process with CMS about 2 weeks prior to needing the credit card terminal. This is generally 2 weeks before you Go Live with CoreBridge. This ensures that you allow adequate time for completing the paperwork, obtaining any additional documentation that may be needed by the banks, government, etc.
Once CMS is activated in CoreBridge, can I still process transactions outside of CoreBridge through a different processor?
Once CMS is activated, we recommend you discontinue using your previous processor to avoid confusion when entering credit card transactions in CoreBridge. If you want to process a transaction through CoreBridge, you must choose credit card (online) as the transaction type.
WARNING: If you want to process a credit card transaction outside of CoreBridge, you MUST choose credit card (offline) when re-entering the transaction in CoreBridge or the transaction will be processed twice!
Please review the following support article carefully: Credit Card Transactions - Offline vs. Online
How do I process a refund?
Refunds MUST be processed through your CoreBridge system. You can process a refund here: Sales Module > Customers > Payments > Process Refund.
WARNING: Changes made in the CMS portal are NOT synced to CoreBridge. All transactions should originate in CoreBridge. Do NOT process refunds or edit transactions through the CMS Portal. If you do process a transaction through the CMS Portal without specific instructions from CoreBridge Support, you may be billed for any data corrections necessary inside CoreBridge.
I have an EMV terminal from CMS, how do I install it?
Please refer to this article for a walk-through of that process.
Is there a card reader available that will work with CoreBridge? Does it support EMV (Chip) card technology?
CoreBridge supports the use of an EMV (Chip) card terminal. Please refer to this article for additional information on this technology. You may contact CMS for more information on supported terminals.
Can I integrate CoreBridge with a merchant services provider other than CMS?
Yes. CoreBridge currently supports integrations with CMS and Clover Connect.
Where can I view transactions and batch information?
To view transaction details, batch and other account information, login to your Nexio gateway:
If you do not already have access to your Nexio gateway, you can get access by calling CMS at 877-267-4324.
WARNING: Changes made in the CMS portal are NOT synced to CoreBridge. All transactions should originate in CoreBridge. Do NOT process refunds or edit transactions through the CMS Portal. If you do process a refund through the CMS Portal without specific instructions from CoreBridge Support, you may be billed for any data corrections necessary inside CoreBridge.
How can I generate a receipt for my customer?
Similar to companies like Amazon, CoreBridge does not generate a typical credit card machine receipt. You can print the Invoice for your customer with “Show Transactions” enabled to show itemized transaction history. Customers can print their own invoices directly from their Customer Portal as well.
When do CMS payments deposit into my bank account and are they separated by type?
Payments will automatically batch overnight and are lump deposited by type as listed below. If you have additional questions about your batches or deposits, please contact CMS directly for more information.
How does CoreBridge store saved credit card information?
CoreBridge does not store cardholder information such as the full PAN or other sensitive authentication data. Any credit card you choose to save is stored using tokenization and is PCI compliant.
Is there assistance with PCI compliance for CoreBridge?
If you're in need of assistance with the PCI process, there is a support line that you can call to get help with filling out the PCI questionnaire. This helpline is operated by Security Metrics, the company contracted by CMS that provides the PCI compliance questionnaire. Should you need any further assistance beyond Security Metrics, please reach out directly to CMS as they can assist you further.
Security Metrics direct line: 801-705-5700
Complete Merchant Solutions line: 877-267-4324
SAQ login: https://www.securitymetrics.com/pcidss/cms
Once logged in, you will have the option for a live chat as well.
Does Security Metrics Cost Money?
It is free for the first year and then $79.95 annually moving forward. Centers typically enroll with Security Metrics during their sign-up process with CMS; however, they do not require you to create an account. If you upgrade your service, there may be additional costs. However, they don’t make it a point to upsell any of their merchants through Security Metrics.
Note: If you have questions or are concerned about the information above we would strongly encourage you to reach out to the CMS support team.
What is the IP address/URL that I should enter to do a PCI Scan of the CMS/Nexio payment integration?
What is my MID?
Your MID is your Merchant ID and is provided by CMS. You may be asked for this number by Security Metrics, the company contracted by CMS that provides the PCI compliance questionnaire.
What is the Nexio Dashboard and how do I access it?
This can be accessed at https://dashboard.nexiopay.com/
The Nexio Dashboard allows you to manage all aspects of your Online Payment System.
If you have never logged into the Nexio Dashboard, you will need credentials.
You can reach out to CMS directly at 877-267-4324 and they will assist you in setting up your account.