CardConnect
By Stephanie and 2 others3 authors17 articles
- ACH Payments through CardConnectProcess ACH payments directly from customer bank accounts through CardConnect integration. Supports payment setup, transaction processing with 2-3 business day settlement, and reversal management.
- "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 business information on file for CardConnect/CardPointe/Clover doesn't match IRS records, it can cause federal backup withholding. Here's how you would update your Business Information to stop BWH.
- Legal Name & Tax ID Update - DaySmart Payments via CardConnectHow to Update your Legal Name and Tax ID Number (TIN)/Employer Identification Number (EIN) on the CardPointe/CardConnect website.
- Become PCI CompliantLearn how to access your Secure Trust Portal and complete your annual PCI compliance survey to protect your account and avoid fees.
- 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 Business Address, Email, Phone Number - DaySmart Payments via CardConnectLearn how to submit a Demographic Change Ticket to update phone number, mailing address, email address, or location address on file with CardPointe/CardConnect/Clover.
- 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.
- Handling Chargebacks - DaySmart Payments via CardConnectLearn how to locate chargeback details in CardPointe, understand your options for resolving them, and dispute a chargeback through Commerce Control Center if needed.
- 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 TerminalLearn how to process transactions through the CardPointe Virtual Terminal when your credit card terminal is unavailable, and how to keep your records accurate afterward.
- Accessing your DaySmart Payments via CardConnect Merchant PortalThis article is for DaySmart users looking to see credit card Payments with CardPointe.
- Breaking Down Blended DaySmart Payments via CardConnect StatementsThis 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 StatementsThis 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
- Authorized Transactions - DaySmart Payments via CardConnectThis article is for CardPointe users to help resolve an authorized/pending transaction.
- Get Set Up - Dash DaySmart Payments via CardConnectThis article is for Dash users setting up DaySmart Payments with Cardpointe / CardConnect.