Integration
CardPointe invoice payment forms for cleaner billing follow-up
Accept invoice payments through your CardPointe merchant account on a Maxforms form. Keep the payment and the customer’s answers in the same workflow.
Match an invoice reference to the configured charge
Use a text field for the invoice reference and an email field for the billing contact. Set the amount on the Payment field separately.
The reference does not load an accounting-system balance. If payers can enter an amount, explain whether partial payments are allowed and reconcile the remaining balance yourself.
Suggested fields for this workflow
| Information | Field or setting | Purpose |
|---|---|---|
| Invoice reference | Text | Match the response to your accounting record |
| Billing contact | Contact the person handling payment | |
| Amount due | Payment: Fixed | Charge the configured balance |
| PO reference | Text | Retain purchasing context |
Set up CardPointe invoice payments
- 01
Connect the gateway account
Open Integrations, select Connect on CardPointe, and enter your gateway credentials. Maxforms verifies the account before connecting.
- 02
Choose the Payment account
Add a Payment field to the form and select the intended CardPointe account.
- 03
Set the amount and collect context
Choose Fixed under How much to charge. Collect an invoice number, billing contact, and optional purchase-order reference. Set the Payment field amount separately from these answers.
- 04
Publish and test
Compare the configured charge with the intended invoice balance. Verify the reference and payment status before marking the invoice settled.
Keep payment details in the Payment field
Use the Payment field for card entry. Do not ask respondents to type card numbers or security codes into ordinary text fields.
CardPointe processes the transaction on your merchant account. Maxforms does not hold the funds. Review your own merchant agreement for settlement terms and processing costs.
Review the response and payment together
Use notifications, Google Sheets, Zapier, or webhooks for additional follow-up. These tools are optional; they are not required to connect CardPointe.
Questions
Frequently asked questions
01Does the invoice number determine the CardPointe charge?
No. An invoice number is a form answer. Set the Payment field’s amount separately and reconcile it with your invoice record.
02Can I let a customer enter a partial payment?
Use Custom only when you intend the payer to choose an amount. Explain your partial-payment policy and reconcile the remaining balance separately.
03Do I need Zapier to collect a CardPointe payment?
No. Connect CardPointe directly in Maxforms, then choose the account on the Payment field. Other integrations are optional follow-up tools.
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