Overview
CoreBridge supports the processing of Credit Cards through an integration with Fiserv (formerly Clover Connect). 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 support@corebridge.net for assistance.
Frequently Asked Questions
How do I enroll with Fiserv?
Contact CoreBridge Support if you are interested in enrolling in Fiserv to get the process started.
You can also navigate to Management > Global Settings > Services > Enroll Now and complete the form. Fiserv will then reach out to you.
Which countries are supported by Fiserv?
United States (card-present and card non-present)
Canada (card non-present only)
If I have an existing merchant account with Fiserv can I use that in CoreBridge?
If you have an existing merchant account with Fiserv, you will need to complete a reboarding process with Fiserv so that your merchant account is compatible with our Fiserv integration. To do this, please contact CoreBridge Support for a link to begin the process.
When should I enroll with Fiserv?
We recommend you reach out to start the enrollment process with Fiserv, about 2 weeks prior to needing any merchant credit card processing services. 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 Fiserv is activated in CoreBridge, can I still process transactions outside of CoreBridge through a different processor?
Once Fiserv 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 Fiserv CardPointe portal are NOT synced to CoreBridge. All transactions should originate in CoreBridge. Do NOT process refunds or edit transactions through the CardPointe portal. If you do process a transaction through the CardPointe Portal without specific instructions from CoreBridge Support, you may be billed for any data corrections necessary inside CoreBridge.
I have an EMV terminal from Fiserv, how do I install it?
Please refer to the support articles on Fiserv's website for assistance installing, pairing, troubleshooting the terminal.
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. You may contact Fiserv for more information on supported terminals. The majority of users select the Ingenico iPP 320 terminal as it offers a wired CAT5 connection and wired power supply which offers more stability than a WIFI-only terminal.
Can I integrate CoreBridge with a merchant services provider other than Fiserv?
Yes. CoreBridge currently supports integrations with Nexio and Fiserv.
Where can I view transactions and batch information?
To view transaction details, batch and other account information, login to your CardPointe portal.
WARNING: Changes made in the CardPointe portal are NOT synced to CoreBridge. All transactions should originate in CoreBridge. Do NOT process refunds or edit transactions through the CardPointe Portal. If you do process a refund through the CardPointe 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 Fiserv 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 Fiserv directly for more information.
- VISA/MasterCard
- Amex
- Discover
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 provided by Fiserv and is PCI compliant.
Is there assistance with PCI compliance for CoreBridge?
If you need assistance with the PCI process, please contact Fiserv support to request assistance. There is also a P2PE User Guide attached below to assist you. If you have any additional questions, you can contact Fiserv PCI compliance department at 1-877-257-0239.
What is my MID?
Your MID is your Merchant ID and is provided by Fiserv.
What is the CardPointe Portal, and how do I access it?
This can be accessed at https://cardpointe.com
The CardPointe Portal allows you to manage all aspects of your Merchant account. If you have never logged into the CardPointe portal, you will need credentials. You can reach out to Fiserv directly to assist you in setting up your account.