DaySmart

If 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.

Federal Backup Withholding Notice - DaySmart Payments via CardConnect

This article is for CardPointe users who are having trouble with their credit card reader to resolve issues and return to taking payments.

Clover Device Troubleshooting

Understanding Chargebacks: Common Reasons, Business Responsibilities, and How to Resolve Disputes Effectively.

Handling Chargebacks with CardConnect

"Device is Disconnected" Error - Clover

Step-by-step instructions for accessing and downloading your 1099-K form from CardPointe for tax purposes

How to Download your 1099-K Form - DaySmart Payments via CardConnect

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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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