Payments
Payments Feature ReleasesView this article to read about Payment Feature Releases. Note: This is for customers who currently have Payments Enabled.
Accessing your Stripe Dashboard!Learn how to login and navigate Stripe:
View Account Status - StripeUnderstand how to check your account status and prevent past due payments.
How to View Stripe Transactions/PaymentsThe Payments section lets you view and manage all of your customer’s recent payments and useful links to show more info.
Payouts with StripeStripe Payouts serve as your monthly statement for bank deposits. Learn about Balance Report (Reconciliation) and reporting.
SettingsLearn How to Access Your Settings.
Viewing FeesClick here to find how how to view fees on Payments and Payouts.
Update Business Address, Email, Phone Number with StripeHow to Edit Demographic Information such as your business address, home address, Email address, Date of Birth, or Phone number.
Stripe DBA Name UpdateLearn how to update Public Business Information such as: DBA, email, address, descriptor, website, privacy policy, & terms of service.
Legal Name & Tax ID Update - StripeHow to Update your Legal Name and Tax ID Number (TIN).
Bank Account Change - StripeLearn how to update Bank Account details from the Stripe Dashboard.
Contact Stripe SupportLearn how you can reach out for additional help.
User Management - StripeLearn how to manage your Team - add members, manage logins, and more.
Stripe for Appointments Payments
How to Access Your 1099-K Form with StripeStep-by-step instructions for accessing and downloading your 1099-K form from CardPointe for tax purposes
Setting Up Your Clover FlexGet started with Clover Flex: Follow setup steps for seamless activation and usage.
Prepare For Your Payments Onboarding CallLearn how to prepare for your scheduled call with our Onboarding Team.
DBA UpdateLearn how to update your DBA ('Doing Business As') Name by submitting a ticket.
Federal Backup Withholding NoticeIf your legal name on file does not match your tax filing name, here's how you would update your Business Information.
Legal Name/Tax ID UpdateLearn how to Update your Legal Name or Tax ID in the Merchant Portal.
Setting Up Your Clover MiniFor DaySmart Salon, Pet, Spa, and Body Art:
Create a Support TicketThis page will review the basic steps to creating a support ticket in your Merchant Portal.
Update Batch TimeLearn about DaySmart Payments automatic batching process and how to update your batch time.
Become PCI CompliantPCI compliance is an important piece of keeping your customers data secure. It can also save you from any non-compliant fees.
Handling Chargebacks with CardConnectUnderstanding Chargebacks: Common Reasons, Business Responsibilities, and How to Resolve Disputes Effectively.