Discontinued - Setting Up Your iSMP4Guide for setting up iSMP4 terminal: Charge, navigate menus, connect to Wi-Fi, confirm settings. Ready to use!
ACH Payments through CardConnect
Setting Up Your Clover FlexGet started with Clover Flex: Follow setup steps for seamless activation and usage.
Setting Up Your Clover MiniFrom unboxing to connecting to Wifi, this article will make sure you're ready to start using your Clover Mini.
Prepare For Your Scheduled CallLearn how to prepare for your scheduled call with our Onboarding Team.
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.
Create a Support TicketThis page will review the basic steps to creating a support ticket in your Merchant Portal.
Update Batch TimeLearn about DaySmart Payments automatic batching process and how to update your batch time.
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 CardPointe
Bank Account Change - CardConnectLearn how to update your Bank Account with your CardConnect Account.
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 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.
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.