Payments
By Anthony and 5 others6 authors38 articles
Recording Payments
Take Your First Payment! - Vet
Benefits of DaySmart Payments - Vet
How to cancel your DaySmart Payments accountLearn how to cancel your DaySmart payments/credit card processing account
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.
Payouts with StripeStripe Payouts serve as your monthly statement for bank deposits. Learn about Balance Report (Reconciliation) and reporting.
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
Contact Stripe SupportLearn how you can reach out for additional help.
3D Secure Authentication (3DS) Transactions3D Secure authentication (3DS) transactions while using Stripe for DaySmart Vet and Rec.
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 - Vet DaySmart 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 Credit Card Reader & How to Order - Vet DaySmart Payments Via StripeThis article is for Vet DaySmart Payments via Stripe users looking to order a Stripe reader
Prepare For Your Payments Onboarding CallLearn how to prepare for your scheduled call with our Onboarding Team.
"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 CompliantPCI compliance is an important piece of keeping your customers data secure. It can also save you from any non-compliant 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 with CardConnectUnderstanding Chargebacks: Common Reasons, Business Responsibilities, and How to Resolve Disputes Effectively.
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 TerminalFollow steps if you need to process transactions outside of the software
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
Authorized Transactions - DaySmart Payments via CardConnectThis article is for CardPointe users to help resolve an authorized/pending transaction.
Get Set Up - Vet DaySmart Payments via CardConnect!Learn how to set up your DaySmart Payments merchant account and payment device with CardConnect/CardPointe as a DaySmart Vet user