These instructions will help you set up integrated credit card processing in your software. DaySmart Software products work exclusively with CardConnect for credit card processing. To use this feature, we recommend you have the following:
Merchant Account: Before you can process your first integrated credit card transaction, you need to have a merchant account. Ownership of a merchant account is required to process credit cards and also provides a way for the credit card funds to be routed to your bank account. Please contact DaySmart Payments at +1(800) 982-6419 for more information on how to obtain a merchant account. Businesses can have multiple merchant accounts to facilitate each independent contractor employed.
Credit Card Reader: A credit card reader is a device that attaches to your computer and allows you to quickly obtain the information needed for a credit card transaction by swiping the credit card through the reader. If you use a credit card reader, you will not need to manually type in the credit card information. Some credit card readers are a little larger than a candy bar and plug directly into the USB port on your computer. You can also purchase a keyboard with a built-in credit card reader. It is recommended that you only use processing hardware obtained directly from CardConnect.
Printer: A receipt printer is used to print receipts. One receipt is kept by the customer and the other receipt is signed by the customer and returned to you. DaySmart Software officially supports and sells Epson brand receipt printers. You can also use a regular full-size (8.5" x 11" sheets of paper) Windows printer to print receipts.
Internet Connection: A phone line modem is used by your computer to connect to your merchant account provider and process the charge. For higher processing speeds, we recommend a cable modem or DSL line to process the credit card transactions.
Setup for CardConnect Customers
Make sure that you are on version 13 of the software. If you are not on version 13 you will need to update the software in order to use CardConnect. Follow the directions HERE to download the update.
Obtain your business' merchant account information by contacting DaySmart Payments at +1(800) 982-6419. A merchant account is required to process credit cards.
With your merchant account number, go to Tools > Credit Card Setup.
Check the box for Enable Credit Card Processing.
From the Processing Method drop down menu, select CardConnect.
Enter the merchant ID into the corresponding field.
Press the Verify button to confirm that it was entered correctly.
Hardware Setup for CardConnect Customers
Obtain processing hardware and connect it to your network's router. If the device is able to make the required connection, it will change from saying Unbolted to Bolted at the bottom of the screen.
Within the software, go to Tools > Credit Card Setup.
To connect to the credit card machine, select Add Device.
Select the device type that corresponds with the credit card machine that you received from CardConnect.
For the Serial Number, take a look at the device. When it is powered on, it will list your serial number at the top of the device. Enter the number into the corresponding field within the software.
The display name can be whatever you would like, but it is recommended you name it so you know which device specifically it is.
Press OK to save the device.
With the device added, press Test Connection to make sure that the device is working. If it comes up with a message saying "A successful connection was made to the selected device" you are setup to process with the device. if you get a different message, double check that you entered the serial number correctly and that the device itself says Bolted.
You should now test your integrated credit card processing. To do so, add or edit a ticket. Add a service and mark the prices as a dollar. Click the Tender = Due button and click the Process Credit Card button. Swipe the credit card and your software will process the card. You will then receive a message saying that it was either approved or declined. If the card is approved the ticket will automatically close. To return the funds to your card, simply go back into the ticket and press Void at which point the software will also ask if you want to void the transaction through CardConnect. Press Yes. If your credit card did not process, call DaySmart Payments at +1(800) 982-6419.
If you have independent contractors that will be processing credit cards though the software as well, see the article HERE for instructions to add their individual merchant accounts.