📝 Overview
The merchant portal allows you to view account balances, track upcoming payouts, and access detailed transaction information from your payment processing. This portal is available for Stripe and CardConnect customers and can be accessed directly from the Billing module within the platform.
💡 To sign up for DaySmart's integrated payments? Navigate to Settings > Payments and follow the prompt to get started!
🎥 Video Tutorial
🛠️ Accessing the Merchant Portal
⚠️ Please Read: For any non Administrator role to access the merchant portal, an admin must enable the permission for the applicable role. This is found under the Settings > Permissions > Billing section.
From the left-hand navigation, click the Billing module and select Merchant Portal, or from within the Billing module, click Merchant Portal (located on the far right)
You will land on the Dashboard section, which displays your total balance from payments processed in the current period and the available payout amount
📊 Understanding Merchant Portal Sections
Dashboard
The Dashboard section provides an overview of your account's payment information, including:
Total balance from payments processed in the current period
Available amount ready for payout
Payments
The Payments section displays:
Payout amounts at the top of the section
Individual transactions listed below
You can narrow down transaction results using the filters available at the top of the transaction section.
Additional Options
The following sections are available if needed:
Financing — For payment plan options
Documents — To access files and records
Account — For account-level settings
⏱️ Payment Batch Times
Payments are processed in batches once daily at 6:00 p.m. Central Standard Time. This batch time is universal and cannot be adjusted. Keep this timing in mind when reviewing your transaction totals.
Filtering Reports by Time
To view accurate payment totals for a specific date and time, use the filter feature in reports like the End-of-Day Detail Report.
Click the Filter button at the top left of the report.
Adjust the Start Date and Start Time:
Set the start date to the day before your target date
Set the start time to 7:00 p.m. in your local time zone (this corresponds to 6:00 p.m. Central Standard Time, the batch cutoff)
Adjust the End Date and End Time:
Set the end date to your target date
Set the end time to 7:00 p.m. in your local time zone
Click Update to view results.
🧠 Example: To see all credit card payments for April 16th (Eastern Standard Time account):
Start Date: April 15th at 7:00 p.m.
End Date: April 16th at 7:00 p.m.
This date and time range captures all payments processed during the 6:00 p.m. Central batch window for your target date.
🔗 Accessing Your Full Payment Account
If you need to access your full payment processor account, you can do so directly from the merchant portal:
In the Merchant Portal, click the account access button on the top right. The button name varies depending on your payment provider:
Stripe button for Stripe customers
CardConnect button for CardConnect customers
This will open your payment processor account in a new browser tab, where you can log in and access additional account features.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Can the daily batch time be changed?
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Click the arrow to see the answer
No. The daily batch processing time is fixed at 6:00 p.m. Central Standard Time and cannot be adjusted. This applies universally to all accounts.
What information is available in the Merchant Portal?
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Click the arrow to see the answer
The portal provides account balances, upcoming payout information, and detailed transaction records for both Stripe and Cardconnect accounts. Most of the information you need to manage payments is accessible within this portal. However, if you need additional features or settings, you can access your full payment processor account by clicking the appropriate button on the top right (Stripe or Cardconnect, depending on your payment provider).
How do I ensure my filtered report shows the correct date?
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Click the arrow to see the answer
When filtering reports, account for your local time zone and the 6:00 p.m. Central Standard Time batch cutoff. Set your start time to 7:00 p.m. in your local time zone on the day before your target date, and your end time to 7:00 p.m. on your target date. This ensures the report captures all transactions from the batch window you want to review.