DOCS / HOW EVERYTHING WORKS

Documentation

Everything from connecting your CardPointe account to what happens when a subscription charge fails — written for merchants, not developers.

01 /

Getting started

Paradox runs on top of your own CardConnect / CardPointe merchant account. You bring the merchant account; Paradox brings invoicing, subscriptions, payment pages, and a ledger that reconciles itself. Setup is three steps:

01
Create your account

Sign up at paradoxsolutions.io for $10/month or $100/year. Your first charge happens at signup, renewals are automatic, and there is no contract.

02
Connect your gateway

Paste your CardPointe credentials into Settings and hit Test Connection. This is the account your customers' payments settle into — see the next section.

03
Send something

Create a customer and send your first invoice, or spin up a payment page and share the link. Money lands in your Fiserv account on your existing schedule.

Don't have a CardConnect merchant account yet? You'll need one first — they come from Fiserv / CardConnect or an authorized reseller. Paradox is the software layer, not the processor.
02 /

Connect your CardPointe account

Go to Settings → Gateway and enter the four pieces CardPointe gave you:

SiteThe short host name for your gateway, like “fts”. If you paste a full URL, Paradox trims it down for you.
Merchant IDYour MID — the number your processor knows you by.
API usernameThe API credential from CardPointe support (this is different from your CardPointe website login).
API passwordStored encrypted, and never shown back to anyone — including you. To change it, just type a new one.

Then press Test Connection. Paradox asks the gateway to confirm the credentials and shows you what your merchant account has enabled — address checking, security codes, and so on. You can keep separate sandbox and production credentials and switch which one is live.

If the test fails with an authentication error, the API username or password is wrong — these are issued by CardPointe support and are not the same as your CardPointe web login. Your rep can reset them.
03 /

Import your history

Already processing on CardPointe? Settings → Import pulls your past into Paradox. Pick an end date and how many days to look back; Paradox walks your settled batches, brings each transaction into the ledger, and — where the gateway stored a card on file — recreates the customer with their saved card, ready to bill again.

/ Imported customers arrive without email addresses (the gateway doesn't store them) — they're flagged so you can fill them in./ Runs are capped to keep the gateway happy; re-running simply continues where the last run stopped./ Days with no deposits are normal and skipped silently.
Seeing zeros for older dates? Deposit-by-date reporting for past years is a gateway service your CardPointe rep may need to switch on for your merchant account. Recent history usually works immediately.
04 /

Invoicing

Create an invoice from the Invoices screen: pick a customer, add line items with quantities, tax and discounts, choose terms (due on receipt, Net 14, Net 30), and send. The customer gets a branded email with a secure pay button — no account or login needed on their side. You'll see when the invoice is viewed and when it's paid.

/ Reminders — overdue invoices are reminded automatically, spaced three days apart, at most three times. There's also a Remind button for a manual nudge./ Manual payments — record checks or cash against an invoice; Paradox won't let a payment exceed the remaining balance./ Refunds — refund straight from the invoice. Paradox checks with the gateway first so the money always takes the correct path back./ Receipts — payers get an emailed receipt automatically.
05 /

Customers & saved cards

A customer record holds contact details, their invoices, subscriptions and payment history — and optionally a saved card. Cards are saved through the secure entry frame and stored at the gateway as a token; Paradox never sees or keeps the number. Saving a card runs a $0 authorization to verify it's real.

/ Card update links — send a customer a secure, single-use link to replace their card themselves. Failed subscription charges include one automatically./ Automatic card refresh — the account-updater sync refreshes reissued and expired cards in the background where the card networks support it./ A card that's powering active subscriptions can't be deleted by accident.
06 /

Subscriptions

Attach a schedule to any customer with a saved card: weekly, monthly, quarterly, annual, or a custom interval. Paradox charges on schedule, sends a renewal heads-up email three days before each charge and a receipt after it. Plans billed on the 29th–31st handle short months correctly.

/ Pause / Skip / Charge now — pause without canceling, skip a single upcoming charge, or bill early. One click each./ When a charge fails — temporary problems (like insufficient funds) retry automatically on a sensible schedule. Dead cards stop immediately and the customer gets a card-update link — no wasted retries, no surprise re-attempts months later.
The retry rules follow the card networks' own decline guidance, which protects your merchant account from the penalties processors charge for hammering declined cards.
07 /

Payment pages

Build a hosted page from the Payment Pages screen: heading, description, your logo (clickable), button and background colors, footer text — with a live preview as you edit. Offer preset amounts, an open amount with a minimum, or both, donation-style.

/ Your link — pages live at /p/your-words plus a short unique tail, like /p/spring-gala-k4x2m9. Renaming a page changes its link, so update anywhere you've shared it./ Identity — first name, last name and email are always collected (the email receives the receipt). A phone field can be off, optional, or required./ Billing address — optionally require the full billing address; it's verified with the card, not just collected./ Custom fields — up to six extra questions, small or large, each optionally required. Answers are saved with every payment and viewable per page.
08 /

Virtual terminal

For phone orders and walk-ins: type the amount, key the card into the secure entry frame, charge. The approval comes back with the real authorization code and the address/security-code check results, and the charge appears instantly in the day's running list beside the terminal.

/ Charged the wrong amount? Void reverses a charge cleanly before it settles; after settlement it becomes a refund — Paradox picks the correct one for you./ Email a branded receipt in one click; it files itself against the transaction.
09 /

Transactions & reconciliation

The Transactions screen is the single ledger: invoice payments, subscription charges, payment-page collections, terminal sales, refunds, voids and chargebacks, each labeled with its source. Filter by date, status or source; search by customer, amount, card digits or invoice number; export any view to CSV.

/ Settlement — Paradox checks your Fiserv batches on a schedule and flips transactions to Settled when the money actually moves. No spreadsheet cross-checking./ Chargebacks — disputes are pulled from the gateway and surfaced on your dashboard with case details, so you hear it from Paradox before your bank statement.
10 /

Email templates

Six lifecycle emails — invoice, payment reminder, receipt, renewal notice, failed payment, and card update — all editable in the Email Templates builder: subject, heading, body, button text, accent color and footer. Changes are live the moment you save, and you can send yourself a test any time. Merge tags personalize every field:

{{customer_name}}The customer's name
{{business_name}}Your business name
{{invoice_number}}The invoice number, like INV-2026-0417
{{amount_due}}The amount due, formatted
{{due_date}}The due date
{{payment_link}}The secure pay link behind the button

Your logo appears on every email and links wherever you choose. The per-template footer holds your own disclaimer text.

11 /

Team, roles & your account

Everything about your own account lives under Account settings (click your avatar): change your name, email or password, edit the business profile, and manage teammates — invite them by email, adjust roles, or remove access. Invites are single-use links that expire.

Changing your email or password always requires your current password. If an invite expires before it's used, just send a fresh one.
12 /

Security & card data

Card numbers never touch Paradox. Every card entry — invoices, payment pages, the terminal, signup — happens inside Fiserv's own secure frame, which hands back a token that is worthless to anyone who steals it. That design keeps your business in the lightest PCI scope (SAQ-A).

/ Your gateway API password is encrypted at rest and is write-only — no screen, export or API ever shows it back./ Everything is served over TLS. Payment links are long random tokens, not guessable numbers./ Stored cards live at the gateway as profiles under your merchant account — cancel Paradox and they're still yours.
13 /

Your Paradox subscription

One plan, everything included: $10/month, or $100/year with two months free. Your card is charged at signup and renews automatically. No contracts, no per-invoice fees, and never a percentage of your volume — card processing costs stay between you and Fiserv at your negotiated rates.

/ Questions about your subscription or need to cancel? Write to support and it's handled the same day — no retention scripts.
14 /

Troubleshooting

Test Connection says authentication failed

The API username/password pair is wrong or expired. These come from CardPointe support and are separate from your CardPointe website login — your rep can verify or reset them.

The import finds nothing for older dates

Deposit history for past years is a gateway reporting service that may need to be enabled on your merchant account — ask your CardPointe rep about funding reports. Recent dates typically work right away.

A customer says the pay link doesn't load

Payment links are single-invoice and long-lived, but a re-sent invoice generates a fresh email — have them use the newest one. The page works on any modern phone or desktop browser.

A refund button is grayed out

Paradox checks the charge's real settlement status first. A charge that hasn't settled yet gets voided instead of refunded — same money back, cleaner path. If neither is offered, the transaction is already fully refunded.

I changed my logo but old emails show the old one

Emails render at send time — anything sent after a save uses the new logo. Already-delivered emails keep whatever they were sent with.

Ready to try it?$10/month, everything included, no contracts.

Looking for feature overviews instead? Start with Invoicing or browse all six from the menu.