Accepting Card Payments (CardConnect)
By Marla and 3 others4 authors23 articles
Mobile Merchant SetupFind mobile download links and how to's on adding your Merchant ID to your Mobile Device as well as adding your device.
Prepare For Your Payments Onboarding CallLearn how to prepare for your scheduled call with our Onboarding Team.
Become PCI CompliantPCI compliance is an important piece of keeping your customers data secure. It can also save you from any non-compliant fees.
Viewing Credit Card Transactions in CardPointeOverview of how to view and manage your credit card transactions using DaySmart Payments - powered by CardConnect
View and Track Device Orders with CardConnectRecently order a new device and eager to start processing? See below to view and track your device orders through CardPointe!
Handling Chargebacks with CardConnectUnderstanding Chargebacks: Common Reasons, Business Responsibilities, and How to Resolve Disputes Effectively.
How to Download your 1099-K Form - DaySmart Payments via CardConnectStep-by-step instructions for accessing and downloading your 1099-K form from CardPointe for tax purposes
How to Process Transactions Within CardPointe Virtual TerminalFollow steps if you need to process transactions outside of the software
Accessing your DaySmart Payments via CardConnect Merchant Portal!This article is for DaySmart users looking to see credit card Payments with CardPointe.
Breaking Down Blended DaySmart Payments via CardConnect Statements!This article is for Cardconnect/CardPointe users wanting to understand their Card Present and Card not present (swipe/nonswipe) statements and fees.
Breaking Down Interchange+ (IC+) DaySmart Payments via CardConnect Statements!This article is for CardPointe users wanting to learn how to read their Interchange+ statement and understand their fees.
Available Devices & How to Order - DaySmart Payments via CardConnectThis article is for DaySmart Payments via CardConnect users looking to order a credit card reader
Create and Set Up an Independent Service Provider with DaySmart Payments via CardPointe!This article is to help you set up an Independent Service Provider (independent contractor/booth renter) if you use CardPointe (CardConnect/Clover) for integrated credit card processing in your software.
Get Set Up - Pet DaySmart Payments via CardConnect!Learn how to set up your DaySmart Payments hardware, register your card reader, and run your first transaction using CardConnect for DaySmart Pet.
Clover Device TroubleshootingThis article is for CardPointe users who are having trouble with their credit card reader to resolve issues and return to taking payments.
Authorized Transactions - DaySmart Payments via CardConnectThis article is for CardPointe users to help resolve an authorized/pending transaction.
"Device is Disconnected" Error - Clover
Update Business Address, Email, Phone Number with CardConnectLearn how to submit a Demographic Change Ticket to change phone number, mailing address, email address, or location address change.
"Doing Business As" Name Update - DaySmart Payments via CardConnectLearn how to update your "Doing Business As" (DBA) name on your CardConnect merchant account by submitting a ticket through the CardPointe portal.
Federal Backup Withholding Notice - DaySmart Payments via CardConnectIf your Legal Name or Tax ID on file for CardConnect/CardPointe/Clover doesn't match IRS records, here's how you would update your Business Information.
Legal Name/Tax ID UpdateLearn how to Update your Legal Name or Tax ID in the Merchant Portal.
Bank Account Change - DaySmart Payments via CardConnectLearn how to submit a bank account change ticket through the CardPointe Merchant Portal, including what information and documents you'll need to complete the request.
Update Batch TimeLearn about DaySmart Payments automatic batching process and how to update your batch time.