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Learn how to access your Secure Trust Portal and complete your annual PCI compliance survey to protect your account and avoid fees.

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This article is for DaySmart Payments via CardConnect users looking to order a credit card reader

Available Devices & How to Order - DaySmart Payments via CardConnect

Learn how to process transactions through the CardPointe Virtual Terminal when your credit card terminal is unavailable, and how to keep your records accurate afterward.

How to Process Transactions Within CardPointe Virtual Terminal

This article is for Cardconnect/CardPointe users wanting to understand their Card Present and Card not present (swipe/nonswipe) statements and fees.

Breaking Down Blended DaySmart Payments via CardConnect Statements

This article is for CardPointe users wanting to learn how to read their Interchange+ statement and understand their fees.

Breaking Down Interchange+ (IC+) DaySmart Payments via CardConnect Statements

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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