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

Learn how to locate chargeback details in CardPointe, understand your options for resolving them, and dispute a chargeback through Commerce Control Center if needed.

Handling Chargebacks - DaySmart Payments via CardConnect

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

Learn how to cancel your DaySmart payments/credit card processing account

How to cancel your DaySmart Payments account

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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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