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Credit/Debit Card Processing Application info
Pre-Application Form

Magnificent day and Welcome.

We at C-Vest Group (CVG), Thank You, for allowing us the opportunity to save you money and assist in building your business. CVG looks forward to answering all your questions in detail.

CVG offers, Guaranteed Low Cost “Wholesale” Credit/Debit Card Processing, along with many other benefits. CVG THRIVES on saving you, the business owner time and money, while assisting in growing your business. On average, CVG save business owners over 80% off what they were paying or was going to pay for Credit Card processing fees/costs. "Accept all payment types: EMV chip cards, Mag-stripe Cards and NFC contactless payments like Samsung Pay, Apple Pay and other digital wallets.

NO Annual Contract.

Please Inquire about our recently released Edge Program. An ultimate in Card Processing cost savings for businesses.

We offer: Free Up-To Date Equipment Placement (Retail, Storefront, Mobile, Tablet, Gateway, E-Commerce), such as but not limited to: POS System, Land Line, Wi-Fi, Wireless, Bluetooth, Cash Drawer, Printers, Pin Pad, Scanner, Kitchen Printer, Tablets, Mobile Equipment. Reprograming of Equipment, Next Day Funding (Coming Soon Same Day Funding), Loyalty and Rewards Programs, Gift Cards, Check Processing, E-Commerce, Gateways, Marketing, your very own secure, online merchant portal, allowing but not limited to: Business Activity, Inventory Management, Recurring Billing, invoice management including automated, emailable invoices, Online Payments, timeclock and timesheets, employee scheduling, team communications, card-not-present transactions, custom reporting that allows you to view sales activities, track your customers, access statements, along with much more…

For a limited time, CVG to compensate merchants; "$50.00 Sign-Up Today Bonus". CVG will compensate you a one-time "Sign Up Today Bonus" of $50.00 when accepted and begin processing with us, for allowing CVG the opportunity to save you money and say Thank You. Ask for details.

We LOVE referrals. Everyone you refer to us and sign-up, you will be compensated $25.00 to $100.00 per. Our way of saying Thank You. Ask for details.

We constantly strive on finding solutions, in which to save you the business owner(s) money and assist in building your business.

We continue to incorporate simpler ways for enrollment and constantly adding additional enhanced features to better serve you.

To begin with, below is a preliminary form, that asks for basic information. Upon submitting this form, you will receive an email link which will say; “you are almost done now”, with a secure link to your personal business hub portal. Utilizing your email of record, it will then ask a question that only you will know, Log onto your hub portal, you will complete application and check to make sure everything is correct. It will provide you with all information pertaining to your account. Then submit.

Your Satisfaction Is Guaranteed...

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Once approved, your secure portal hub will provide all back-office business information related to your credit card processing plus more. Every accepted business will have access to their own secure online back-office hub portal.

To get started, log into your business portal. You will then have access to:

Activity:

Today: Get a snapshot of your day with detailed dashboard of high-level sales activity

·         Edit button. Toggle which information you want to see on your dashboard

·         Volume. Real-time totals for today’s gross sales number of transactions and average ticket

·         Widgets. View sales and deposits data, customer trends, stock alerts and top-performing employees, customers, items, discounts and modifiers

Sales: View sales volume payment methods and top sellers.

·         Date range. Pick from convenient preselected periods or create a custom range

·         Filters. View sales data volume, payment method, customers, employees and your inventory

·         Graphs. Get a visual of your sales trends and export reports

·         Breakdown. A complete listing of all your sales data with comparison trends

Transactions. View and share your transactions

·         Search. Enter a card number, date, customer or invoice number two filter results

·         Date range. Pick from convenient preselected periods or create a custom range

·         Options. Email, SMS or print a receipt

·         Filter. View all transactions or filter by sales, pre-auth, refund or void

·         Details. View date and time, invoice number, payment method, employee, customer and purchases

Deposits. See what’s coming in and going out of the bank account you connected to your credit card processing

·         Search. Enter a date, the amount or type of deposit two filter results.

·         Date range. Pick from convenient preselected periods or create a custom range.

·         Details. View date, fees and adjustments for each deposit or withdraw.

Reports. Get a breakdown of what, where and how of your day-to-day sales.

·         Date range. Pick from convenient preselected periods or create a custom range.

·         Report types. Select from a variety of reports in the left panel.

·         Export. Generate reports based on the selected date range.

Business:

Customers. View and export a list of your customers.

·         Search. Enter a name, email or phone number two filter results

·         Export. Enter a name, email or phone two filter results

·         Add button. Create a new customer.

·         Details. You name and contact information

·         Customer feedback. Enable under receipt settings in the app.

Employees. Create and edit employees and assign roles based on permission level. As the business principle, you are the administrator by default.

·         Search. Enter a name, role, email or phone two filter results.

·         Add button. Create a new employee

·         Roles. View all employees or filter to a single role.

Online Payments. Use the hub inside to accept payments, right in your browser.

·         Amount. Enter transaction amount and optional notes.

·         Payment information. Key in your customers credit card information.

·         Receipt. Assign a customer and enter contact information for an optional receipt.

Invoices. Create, manage and send invoices and allow your customers to pay online. For pricing purposes, invoices are considered keyed transactions.

·         Search. Enter an invoice number, amount, customer name or email address.

·         Invoice filter. You all invoices or filter by paid, unpaid and overdue status.

·         Add button. Create a new invoice.

·         Details. Invoice amount, due date and customer information.

·         Get paid. Send customers to a secure online payment page customized with your branding.

Library:

Items. Create sellable products with multiple variants.

·         Search. Enter an item name, price name, our code number or price two filter results.

·         Add button. Create a new item

·         category filter. View all items or filter by assigned category

·         item options. Mark as a favorite or removed from your library.

Item Details. Create endless variations of your items with powerful customization options.

·         Basic info. Enter an item name, select a category and assign and optional photo

·         multiple prices. Enter at least one price and an optional price name or add several.

·         Barcode number. Enter an optional barcode number for each item price.

·         Tax and modifiers. Assign optional tax and modifiers sets that allow customization at the time of sale.

Manage Stock. Track your inventory and sink quantities across devices. Just enter the stock on hand for each Priceline. Set custom stock alerts and allow for out of stock sales.

Categories, modifiers and discounts.

·         Categories. Create color-coded groups to organize your items.

·         Modifiers. Create sets of options that can be assigned to items and selected at time of sale.

·         Discounts. Create color-coded dollar or percentage-based discounts.

Your Account:

Manage your account.

·         Account menu. Navigate to the account icon in the upper right corner of the screen.

·         Profile. Change your password, order additional card readers and manage tax documentations.

·         Alerts. Generate email notifications based on processing, batch and more.

·         Integrations. Connect your hub portal sales data to your QuickBooks online account.

Home Base:

Management platform

  • Timeclock and Timesheets: track hours and breaks, data will sync seamlessly, where you can easily identify errors and easily export to payroll.
  • Employee scheduling: build a schedule with a few clicks. View labor costs, weather forecasts, and employee availability all in one place
  • With the mobile app, keep the whole team on the same page. Send schedules, shift reminders and messages all in one place