How to Manage ACH Invoices and Update Billing Contact Emails

While credit card processing statements are available directly in the CardPointe portal, ACH invoices are handled via a separate ticketing system. Use this guide to submit a request for historical ACH invoices or to change the email address where monthly billing notifications are sent.

How to Request ACH Invoices or Email Updates

1. From the CardPointe dashboard, navigate to Support > Create Ticket.
2. Click the Create Ticket button to open a new inquiry.
3. Make sure your location is for your ACH account to ensure the ticket goes to the correct department.
4. In the Reason dropdown, select Statement/Reporting Assistance.
5. In the Description box, include the following information to ensure faster processing:
   
   1. Merchant ID (MID): Specify the MID associated with your ACH processing.
   2. Invoices: Clearly state the specific invoices being requested.
   3. New Email Address: If updating your billing contact, provide the new email address(es) that should receive future invoices.
6. Click Save.