Payments
By Angel and 7 others8 authors39 articles
- Take a Payment - DaySmart Vet PaymentsThis article covers how to take a payment using DaySmart Payments.
- Benefits of Integrated Credit Card Processing with DaySmart Vet!This article is to help DaySmart Vet business owners set up integrated credit card processing in their software. DaySmart Vet Software works with Stripe for credit card processing.
- How to cancel your DaySmart Payments accountLearn how to cancel your DaySmart payments/credit card processing account
- DaySmart Integrated Payments Merchant Portal - VetLearn how to access and use the merchant portal when utilizing DaySmart's integrated payments.
- Working with Refunds and Returns (Integrated Payments)Learn how to work with refunds and returns when using DaySmart's integrated payments.
- Refunds on CardPointeThis article directs you to where you can do a refund in CardPointe.
- Integrated Payments: Reconcile Payments and Refunds
- Accessing your DaySmart Payments via Stripe Dashboard!This article is for DaySmart users looking to see Credit card Payments with Stripe.
- View Account Status - StripeUnderstand how to check your account status and prevent past due payments.
- Viewing FeesClick here to find how how to view fees on Payments and Payouts.
- Update Business Information with StripeHow to Edit Demographic Information such as your business address, home address, Email address, Date of Birth, or Phone number.
- "Doing Business As" Name Update - DaySmart Payments via StripeLearn how to update your "Doing Business As" (DBA) name and statement descriptors on your Stripe Dashboard
- Legal Name & Tax ID Update - DaySmart Payments via StripeLearn how to update your legal business name and Tax ID (TIN/EIN) on your DaySmart Payments via Stripe account.
- Bank Account Change - DaySmart Payments via StripeLearn how to update your deposit bank account in the Stripe Dashboard
- 3D Secure Authentication (3DS) TransactionsLearn how 3D Secure (3DS) authentication works during checkout with Stripe, and what to expect for recurring transactions that require 3DS verification.
- How to Download your 1099-K Form - DaySmart Payments via StripeLearn what a 1099-K form is, when to expect it, and how to download it from your Stripe dashboard for tax purposes
- Get Set Up - DaySmart Vet Payments via Stripe!This article is for Vet users setting up DaySmart Payments with Stripe, including device setup and running your first payment.
- Breaking Down the Blended DaySmart Payments via Stripe Rate Plan!This article is for Stripe users wanting to understand their Card Present and Card not present (swipe/nonswipe) fees.
- Stripe Device TroubleshootingThis article is for Stripe users who are having trouble with their credit card reader to resolve issues and return to taking payments.
- Sunbit Integration - Buy Now, Pay LaterSunbit offers buy now, pay later financing. Learn how the Sunbit integration works in this article.
- Breaking Down the Interchange+ (IC+) DaySmart Payments via Stripe Rate Plan!This article is for Stripe users wanting to understand their Interchange+ (IC+) fees.
- Available Devices & How to Order - DaySmart Vet Payments Via StripeThis article is for DaySmart Vet Payments via Stripe users looking to order a Stripe reader
- Linking Locations/Accounts - DaySmart Payments via StripeFor DaySmart Payments via Stripe account and location linking
- "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 CompliantLearn how to access your Secure Trust Portal and complete your annual PCI compliance survey to protect your account and avoid 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 - 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.
- 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 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.
- Accessing your DaySmart Payments via CardConnect Merchant PortalThis article is for DaySmart users looking to see credit card Payments with CardPointe.
- 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.
- Available Devices & How to Order - DaySmart Payments via CardConnectThis article is for DaySmart Payments via CardConnect users looking to order a credit card reader
- Get Set Up - DaySmart Vet Payments via CardConnect!Learn how to set up your DaySmart Payments merchant account and payment device with CardConnect/CardPointe as a DaySmart Vet user
- CardConnect PCI ComplianceThis article documents the CardConnect PCI compliance steps.