Accepting Card Payments (CardConnect)
By Stephanie and 2 others3 authors13 articles
Become PCI CompliantLearn how to access your Secure Trust Portal and complete your annual PCI compliance survey to protect your account and avoid 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
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.
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.
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 cancel your DaySmart Payments accountLearn how to cancel your DaySmart payments/credit card processing account
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.
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.
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.
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.