Merchant Services Resources

Merchant Services

Reporting Tools

CardPointe and ClientLine® are online reporting resources accessible to TowneBank merchant members.

CardPointe

CardPointe gives you multiple reports to help you better understand your account-related activity. Create and download reports quickly and easily. 

  • Transactions:  Allows you to access your transactions, details, and status, as well as sort, filter, and search by specific criteria  

  • Gateway Batches:  Displays all batch-related information, including batch number, merchant location, batch amount, batch close date, batch status, and transactions included in the batch 

  • Funding:  Displays all funding-related events and details, such as funding date, bank account, the merchant location where the deposit was made, and the actual funded amount

  • Chargebacks:  Displays an overview of any chargebacks submitted by cardholders to dispute a specific transaction 

  • Retrievals:  Displays an overview of any retrieval requests initiated by cardholders for further details regarding a specific transaction 

  • Statements:  Provides detailed information about all payments received by the merchant for the selected date range
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Business Track

Enjoy a simplified user interface and customizable reports. Key features of the user-friendly Business Track Portal include: 

  • Dispute Manager:  Helps you manage sales disputes effectively, efficiently, and in real time, including chargebacks and retrievals. 

  • Statements:  Gives you critical details about payment processing activity, so you can better manage your business. 

  • Merchant Alerts:  Provides timely notifications regarding your Daily Account Summary, Dispute Activity, and Monthly Statement Availability.

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