Overview
This article outlines how to configure Cardpointe as a credit card payment gateway in both the Old and New Admin Dashboards. It includes steps for setting up global and local payment types, applying merchant credentials, and enabling credit card processing across all relevant service types.
Payment Types and Payment Gateway Merchant IDs configuration (Old Admin)
IMPORTANT NOTE: If the restaurant partner's payment type ID is the same at all locations, you can configure the external ID globally.
To create a Global Payment Type, start by accessing the client's Admin dashboard and
In the left sidebar, select Menus
Scroll to the Admin links section and select Payment Types
Scroll down and click Cardpointe
Add the Payment Type External ID that can be found in your configuration's workbook
Select the Save button
Creating the Local Payment Type (Old Admin)
IMPORTANT NOTE: If all payment type IDs are the same for all locations, you do NOT need to add a local Payment Type External ID when configuring local payment types in the steps below
To create a local payment type, log in to Old Admin and:
Select the location you need to configure the Payment type for
Select Payments in the left sidebar
Select New Payment. If no payment types exist, the screen will only have the option to add the new payment type
Select Cardpointe from Payment Type
Select the Add button
Select Edit Gateway
Type "Cardpointe Gateway" in the Description
Select Cardpointe from Gateway
Select the Add button
Customer-level credentials for portal access are requested via ticket and shared via email. The ticket is submitted through the Copilot (read how to do it in this article CardPointe - Onboarding LB 2.0:Submitting application Part 1 ).
When we receive credentials, we should add them to each gateway that is found in the Card Pointe dashboard: merchant_id, Username, Password
Select the Update button
Select the Payment tab
Select Cardpointe from Gateway Acct
Select Complete Order from Capture Step
Check Visa, Mastercard, Discover, American Express, or all Applicable Credit Card Types as specified by the customer
Select Update
Apply the New Credit Card Type to all needed Service Types
To apply the new credit card type to all service types needed,
Select Service Types
Select the corresponding Service Type tab where Credit Cards will be accepted (e.g. delivery, pickup, dine-in, etc.) You need to select one by one.
Select Credit Card under Payment Processing
Scroll down and Click on Save Changes
IMPORTANT NOTE: These steps must be completed for all necessary service types for all locations.
Examples...
Pickup
Delivery
Catering Pick Up
Catering Delivery
Drive in etc
Dine In - (In Store Loyalty Only)
Payment Types and Payment Gateway Merchant IDs configuration (New Admin)
Configuring Global Payment Type External ID in New Admin
Select Payments in the left sidebar
Select the Payment Processes button
Find Cardpointe (#31 in the list)
Add in the External ID for the Global Payment Type. This value will be found in the configuration workbook
Select the Save button
Create Local Payment Type (New Admin)
In the Lunchbox (New) Dashboard,
Select Payments in the left sidebar
Select a location in the header
Select Add Payment Configuration
Type "Credit Card" in the description
Select Cardpointe as the Payment Type
Select Save button
Select Credit Card
Select Edit Gateways
Select Add Gateway
Type "Cardpointe Gateway" in the description
Select Cardpointe as the Payment Type
Select Save button
Under Payments, select Gateways
Select CardPointe
Customer-level credentials for portal access are requested via ticket and shared via email. The ticket is submitted through the Copilot (read how to do it in this article ).
When we receive credentials, we should add them to each gateway that is found in the Card Pointe dashboard: merchant_id, Username, Password
Select the Save button
Select Payments in the left sidebar
Select Credit Card under payment configurations
If the chain has different external IDs for every location, add the local external ID for the Credit Card Payment type. This can be found in the configuration workbook
Under Gateway Account, select Cardpointe Gateway
Select Complete Order in the Capture Step drop-down
Enable all relevant Card Types (Visa, Mastercard, Discover etc...
Select the Save button
Apply the New Credit Card Type to all necessary Service Types (New Admin)
To add new credit card type to all service types that it refers to,
Select Operate in the left sidebar
Select the Service Types tab
Select Service type
Select a local service type (e.g. Catering pickup)
Set the Credit Card toggle to active under Payment Processing
Select the Update button to save your settings
Repeat steps 1-6 for all necessary service types for all clients' locations:
Pickup
Delivery
Catering Pick Up
Catering Delivery
Drive in etc
Dine In - (In Store Loyalty Only)