This article shows how to view and compare your credit card transactions in the CardPointe merchant portal and your transaction list in ISN. In CardPointe, the Transactions section gives you a full view of your payments, including details, statuses, and easy tools to sort, filter, and search so you can match your records quickly.
Accessing Transactions in CardPointe
1. Log in to your CardPointe account. Remember, you can also sign in from the Guardian website at https://inspectionpayments.com/ by clicking “Log into your Gateway.”
2. Go to the Reporting tab and select Transactions.
Filtering Transaction Data
You can use the drop-down menus at the top of the page to narrow your results:
Date: Filter by specific or floating date ranges.
Location: Filter by one or multiple business locations.
Amount: Search by a minimum, maximum, or range of transaction amounts.
Method: Filter by transaction type (Sale, Refund, etc.).
Status: Filter by transaction status (Captured, Declined, Refunded, etc.).
Brand: Filter by card brand (Visa, MasterCard, etc.).
Front End: Filter by processing source (CardPointe Terminal)
Entry Method: Filter by how the payment was entered.
You can also use the search bar in the top-right corner to locate a specific transaction by number, client name, card number, or other details.
Viewing Transaction Details
To view more information about a specific transaction:
Click on the Transaction # in the leftmost column of the list.
You’ll see a detailed breakdown of every action taken during the transaction.
You can also print or email the receipt directly to your client.
Details available include:
Authorized vs. Captured Amount: The Authorized amount reflects the initial sale. If a tip was added, it appears in the Captured total.
Customer Information: Displays any available customer data captured from the card.
Process Details: Shows processing front end, entry method (swiped, inserted, manual), and authorization code.
Transaction Timeline: Displays the timestamp for each action taken during the transaction process.
Transaction Status Definitions
Here’s a summary of the most common transaction statuses you’ll see in CardPointe:
Authorized: The credit card authorization request was processed successfully.
Batched: The sale was sent to the processor and is awaiting batching.
Captured: The authorization was successfully captured by the payment processor.
Declined: The sale was declined by the card-issuing bank.
Failed: The request failed due to a system error.
Processed: The sale was completed successfully, and funds were deposited into the merchant’s account.
Refunded: A transaction that credits a customer for a previous charge.
Under Review: The transaction is currently under risk assessment.
Verified: The card verification was completed.
Voided: A payment that was canceled before batching (usually on the same day before the daily cut-off time).
Note: When a card is used, the transaction is Authorized first, verifying that funds are available. Once confirmed, it becomes Captured, finalizing the payment. After the funds are transferred to your account, the transaction status updates to Processed.
Need more help?
If you have any questions about this process please let us know! You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.
Give feedback about this article