Accepting Card Payments (CardConnect)
Setting Up Your Clover FlexGet started with Clover Flex: Follow setup steps for seamless activation and usage.
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.
Create a Support TicketThis page will review the basic steps to creating a support ticket in your Merchant Portal.
Become PCI CompliantPCI compliance is an important piece of keeping your customers data secure. It can also save you from any non-compliant fees.
Setting Up Your Clover MiniFor DaySmart Salon, Pet, Spa, and Body Art:
Viewing Credit Card Transactions in CardPointe
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 Access Your 1099-K Form with 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
Discontinued - Setting Up Your VP3300The article is a setup guide for the VP-3300 transaction device. Includes steps for charging, Bluetooth pairing, and mobile app connection.
Discontinued - Setting Up Your iSMP4Guide for setting up iSMP4 terminal: Charge, navigate menus, connect to Wi-Fi, confirm settings. Ready to use!
Clover Flex TroubleshootingHaving trouble with your credit card reader? See steps below to help resolve common
common issues and return to taking payments.
Clover Mini TroubleshootingHaving trouble with your credit card reader? See steps below to help resolve common common issues and return to taking payments.
"Authorized" TransactionsFollow the steps below if a Credit Card Transaction Processed but Ticket Remains Open
"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.
DBA UpdateLearn how to update your DBA ('Doing Business As') Name by submitting a ticket.
Federal Backup Withholding NoticeIf your legal name on file does not match your tax filing name, 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 - CardConnectLearn how to update your Bank Account with your CardConnect Account.
Update Batch TimeLearn about DaySmart Payments automatic batching process and how to update your batch time.