📝 Overview
Payment providers, such as Stripe and CardConnect, enable businesses to securely accept and process electronic payments. In Dash, authorized admins can now manage provider settings directly through Company Settings. This is no longer a support-only task. Management includes enabling payment methods, setting minimum transaction amounts, and registering card terminals.
🔑 Authorizations
Admins with the "Payment Provider Management authorization" (which can be found under the 'Administrative' section) can access and modify payment provider settings in Company Settings. This authorization is automatically enabled for the System Admin role by default.
You have flexibility in managing this authorization:
Remove it from System Admin: If you don't want all System Admins to have Payment Provider Management access, toggle off this authorization for the System Admin role in your authorization settings.
Create a custom role: If you want specific users (not all System Admins) to manage payment providers, create a new custom role with only the Payment Provider Management authorization enabled. See Employee Setup: Roles & Authorizations for detailed steps.
If you're unsure whether you have permission, contact your account administrator or email [email protected] for assistance.
⚠️ Important Note: The settings in this article are the ones you can manage directly within the Company Settings page. Examples of settings handled by Dash support include switching payment providers, payment provider details, and assigning locations to each payment provider. For any payment configuration needs beyond these options, email [email protected].
🛠️ How to Access Company Settings
Company Settings is where you manage account-level configurations for your facility, including branding, customer communications, location settings, payment processing, and security. To access payment provider settings, follow these steps:
Click the arrow to learn how to navigate to Payment Settings
Click the arrow to learn how to navigate to Payment Settings
There are two ways to access your Company Settings payment page:
Method 1: Global Search Box
Click the Global Search Box at the top of your Dash screen
Type "Company Settings"
Select Company Settings from the results
Click the Payments tab
Method 2: Admin Dropdown Menu
Click the Admin menu in the top navigation bar
Hover over Company Settings
Click the Payments tab
Your Company Settings payment page displays all active payment providers and a summary of their current configuration.
💳 Stripe Payment Providers
Stripe users have access to the most provider customization options within Company Settings.
Payment Provider Settings Overview
When you click Edit Settings on your Stripe provider card, you'll see the full provider configuration page. Some fields are editable (like Provider Name, Bank Debit, and Surcharging settings), while others are view-only informational displays (like Account ID and Locations this provider applies to).
The sections below explain each editable field and what you can configure.
⚙️ Provider Settings
The Provider Settings section contains the main payment configuration options for your Stripe provider, including your provider name, the locations this provider is assigned to, payment methods, and minimum transaction amounts.
Provider Name
Click the arrow to learn about renaming your provider
Click the arrow to learn about renaming your provider
Your provider name appears in Dash to help you identify which Stripe account is active. You can edit this name at any time without affecting payment processing.
Under Provider Settings, click the pencil icon next to Provider Name
Enter the new name
Click outside the field to auto-save your changes
The provider name is for internal reference only and primarily appears on reports. It does not change how customers see payment options or how transactions are processed.
Bank Debit
Click the arrow to learn how Bank Debit works
Click the arrow to learn how Bank Debit works
Bank Debit (also called ACH) allows your customers to pay directly from their bank account. When Bank Debit is enabled, transactions below your minimum amount threshold offer bank debit as a payment option. Transactions at or above the minimum only accept credit cards, debit cards, and cash.
✍️ Note: Surcharging does not apply to ACH transactions.
Enable Bank Debit:
Toggle the Enable Bank Debit switch on or off
If enabled, optionally enter the dollar amount threshold in the Bank Debit Minimum Amount field (example: 100 = $100 minimum). This field is not required; if left empty, it defaults to zero.
Click outside the field to auto-save your changes
Toggling Bank Debit on or off does not affect transactions already processed. This setting only applies to new transactions going forward.
Surcharging
Click the arrow to learn about Surcharging for Stripe
Click the arrow to learn about Surcharging for Stripe
Surcharging allows you to add a percentage-based fee to credit card transactions at the point of sale. The availability of surcharging and the amounts you can charge vary depending on the region of your location. This setting must be toggled on to enable surcharging for your facility.
Enable Surcharging:
Toggle the Surcharging switch on or off
Changes will auto-save
💡 Want to dive deeper? For detailed configuration and best practices around surcharging, see our full article below.
🖥️ Terminal Management
Payment terminals allow customers to insert or tap their card during in-person transactions. Registering a terminal in Company Settings enables it for use at your facility.
Register a New Terminal
Click the arrow to learn how to register a terminal
Click the arrow to learn how to register a terminal
Scroll to the Terminal Management section
Click the Register Terminal button
A dialog box will appear asking for:
Registration Code: A unique code from your Stripe account (or other payment processor account)
Label: A friendly name for this terminal (example: "Front Desk Reader" or "Concessions 1")
Click Register
Manage Existing Terminals
Click the arrow to learn how to manage registered terminals
Click the arrow to learn how to manage registered terminals
Once registered, your terminals appear in a table showing their label, device type, current status (online/offline), and available actions.
From this table, you can:
Rename: Click the Rename button to update the terminal label
Delete: Click the Delete button to remove the terminal from your account
🔐 CardConnect Payment Providers
CardConnect providers have limited configuration options available through Company Settings. Only the provider name can be edited directly.
✍️ Note: CardConnect does not support Bank Debit, Surcharging, or Terminal Management through Company Settings. If you need to adjust other settings for your CardConnect account, email [email protected].
⚙️ Provider Settings
When you click Edit Settings on your CardConnect provider card, you'll see the Provider Settings section where you can edit your provider name. This section also displays your merchant information.
Provider Name
Click the arrow to learn how to edit your provider name
Click the arrow to learn how to edit your provider name
The only setting you can modify for CardConnect is the provider name, which is for internal reference.
Edit Provider Name:
Under Provider Settings, click the pencil icon next to Provider Name
Enter the new name
Click outside the field to auto-save your changes
🔗 GoCardless Payment Providers
GoCardless is a bank payment provider that works alongside your credit card processor (such as Stripe or CardConnect) to allow customers to pay directly from their bank accounts. Through Company Settings, you can manage your GoCardless provider name and set the minimum transaction amount required to prompt bank processing.
💡 Want to dive deeper? For detailed information about GoCardless features, setup, and customer payments, see our full article below.
⚙️ Provider Settings
When you click Edit Settings on your GoCardless provider card, you'll see the Provider Settings section where you can configure your provider name and bank processing threshold.
Provider Name
Click the arrow to learn how to edit your provider name
Click the arrow to learn how to edit your provider name
Your provider name appears in Dash to help you identify your GoCardless account. You can edit this name at any time.
Edit Provider Name:
Under Provider Settings, click the pencil icon next to Provider Name
Enter the new name
Click outside the field to auto-save your changes
Required Online Cart Total Amount for Bank Processing
Click the arrow to learn about the cart amount threshold
Click the arrow to learn about the cart amount threshold
This field sets the minimum transaction amount required for bank processing to be offered as a payment option. Transactions below this amount will only allow credit card payments. If left empty, there is no minimum threshold.
Edit Cart Total Amount:
Under Provider Settings, click the pencil icon next to Required Online Cart Total Amount for Bank Processing
Enter the dollar amount threshold (example: 100 = $100 minimum)
Click outside the field to auto-save your changes
💡 Pro Tips
⚠️ Toggling Bank Debit off does not affect transactions already completed; the change only applies to new transactions going forward.
💡 Surcharging changes apply to any upcoming scheduled payments for applicable transactions.
🧠 Your Account ID is view-only and was assigned during your initial Dash setup; contact support if you need to modify it.
📌 Provider names are internal labels only and don't affect how customers see payment options.
💬 When registering a terminal, use a descriptive label (example: "Main Floor Reader") so staff can easily identify which device is which.
📸 Check your payment processor account (Stripe, CardConnect, etc.) to find registration codes for new terminals.
⛔️ If you accidentally delete a terminal, contact [email protected] to restore it.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Can I change my Account ID?
Click the arrow to see the answer
Click the arrow to see the answer
No, your Account ID is view-only and was set during your initial Dash setup. If you need to change your payment processor account or update your Account ID for other reasons, contact [email protected].
What happens if I toggle Bank Debit off?
Click the arrow to see the answer
Click the arrow to see the answer
Toggling Bank Debit off affects customer payments going forward:
New transactions: Bank debit will no longer appear as a payment option in the payment element or Member/Admin App
Payment plans: Existing payment plans will no longer use bank debit. If a customer has a default card on file, payment will attempt to use that instead. If no default card exists, the payment will be logged as failed.
Membership auto-renew: Memberships continue to auto-renew even if bank debit is disabled. If no default card is on file, the system will log this as a failed schedule.
Re-enabling: If you re-enable Bank Debit later, bank tokens will display again for customers (if the tokens are still valid within 12 months of disabling). Toggling back on restores the previous state.
Transactions already processed before the toggle remain unaffected.
Do I need to register a terminal to accept card payments?
Click the arrow to see the answer
Click the arrow to see the answer
No. Registering a terminal is optional and only required if you want customers to use a physical card reader for in-person transactions. You can accept card payments online or over the phone without registering a terminal.
Can I rename a terminal after I register it?
Click the arrow to see the answer
Click the arrow to see the answer
Yes. In the Terminal Management table, click the Rename button next to the terminal you want to update, enter a new label, and click Save.
What if I need to change a setting that isn't shown in Company Settings?
Click the arrow to see the answer
Click the arrow to see the answer
Some payment settings are restricted to Dash support for security and compliance reasons. If you need to modify settings not available in Company Settings, email [email protected] with details about the change you need. Our team will assist you.
Is my provider name visible to customers?
Click the arrow to see the answer
Click the arrow to see the answer
No. Your provider name is internal only. Customers see payment method names (like "Credit Card," "Bank Account," or "Surcharge Fee") but never see your internal provider labels.
Where do I find the Registration Code for a terminal?
Click the arrow to see the answer
Click the arrow to see the answer
The Registration Code comes from your payment processor (Stripe, etc.). You can typically find it in the following places:
In an email from your payment processor when you set up or order a new terminal
On the physical terminal device itself
In your payment processor's online account or dashboard under terminal settings or equipment management
If you're unable to locate your Registration Code, contact your payment processor directly for assistance.