Tech Support
Open this document link to read step by step instructions for processing credit cards.
Credit Card Processing Step by Step Instructions
The following information is required to complete the CardPointe/CloverConnect merchant agreement to be used with your EventPay! card processing.
We start the application process and then the signer will receive an email from CardPointe asking that person to complete the agreement and sign electronically online. The email sent from CardPointe, cannot be forwarded to another person. It must be completed and signed by the person who originally received the email.
To complete the process the following information is required. We cannot emphasize enough that the application we (Auction Systems) start must be sent via email directly to the signer. It cannot be forwarded to the signer. The email address must be the actual signer’s email. If the email and name of the signer does not match who the application is originally emailed to, the application will be rejected an we will need to start over.
- Who will be the signer?
- What is the signer’s email address?
- What is the signer’s phone number?
- What is your organization’s EIN?
- What is the official name of the organization associated with the Federal EIN?
- What is the organization’s website address?
- How much do you plan to process via credit card from your event? (Minimum used for application is 50,000 to prevent hold on funds)
- How much would the average person charge? (Minimum used for application is $1000 to prevent hold on funds.
- What would be the highest ticket amount processed?
The estimated charge numbers are used to set up the account so that once you process, there should be no hold on the funds. The total amount charged will be entered in the application in the field for Average Monthly volume.
Please tell the designated signer to NOT change any of these numbers in the application. Since you will be processing only in one month, your total is the average for one month. If these numbers get changed from the figures we enter in the application, you could see a delay in getting your funds deposited into your bank account after the cards are processed. (We purposely set the numbers high.)
We will send an email letting the signer know it has been submitted and to check spam/junk folders if it isn’t in the inbox.