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CardConnect

4 authors18 articles
ACH Payments through CardConnect
Prepare For Your Payments Onboarding CallLearn how to prepare for your scheduled call with our Onboarding Team.
"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 CompliantPCI compliance is an important piece of keeping your customers data secure. It can also save you from any non-compliant 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 with CardConnectLearn how to submit a Demographic Change Ticket to change phone number, mailing address, email address, or location address change.
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 with CardConnectUnderstanding Chargebacks: Common Reasons, Business Responsibilities, and How to Resolve Disputes Effectively.
"Device is Disconnected" Error - Clover
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
Authorized Transactions - DaySmart Payments via CardConnectThis article is for CardPointe users to help resolve an authorized/pending transaction.