DaySmart Payments via Cardpointe
CardPointe is a merchant reporting software used for viewing your transactions and administering your merchant account. Check out our help articles below for more information on using the Merchant Portal.
Get to know your Merchant Portal
Sign In / Accessing Your Merchant Portal
Sign In / Accessing Your Merchant Portal
Please note that your login credentials should not be shared with anyone else.
To access CardPointe, navigate to your Merchant Portal, then and enter your login credentials.
Don't have a registered username? Be sure to check your email - an email to register your login likely arrived in your inbox around the time your signed up for processing.
After logging in to CardPointe, you are prompted to enter an additional Two-Factor security code that is sent to the email address associated with your account. The one-time security code is sent to your registered email address from our security partner, Ping Identity. Enter the security code and select Log In.
Dashboard
Dashboard
Landing Page
Landing Page
Your Dashboard can help you easily view:
Transaction Activity
Recent Funding Events
Funding Trends
Notifications
Dashboard Notification Set-up
Dashboard Notification Set-up
You can configure the types of notifications that display on the Dashboard screen by clicking the configure link.
Then select the tab ‘Dashboard Notifications’
Place a check next to any item you wish to display on your Dashboard, then select Save
Email Notification Set-up
Email Notification Set-up
You can configure the types of notifications that you receive by email. Select the configure link.
Then select the tab ‘Email Notifications’
Place a check next to any item you wish to send you an email notification then select Save
It is strongly suggested to turn on the ‘Per Rejected Transaction’ and 'PCI Non-Compliance' email notifications.
My Account
My Account
Overview
Overview
To navigate to your My Account page, use the tabs at the top of your Cardpointe Merchant Portal.
Accounts
Accounts
The Accounts sub tab can be used to see additional information on your accounts. If you have more then one MID/location, each linked account will be displayed here.
Selecting the hyperlink titled Not Compliant will launch a browser to take you to your Secure Trust Portal. This portal is where you can complete your PCI Compliance
PCI Compliance
PCI Compliance
What is PCI? The Payment Card Industry Data Security Standard (PCI DSS) is a set of security standards designed to ensure that ALL companies that accept, process, store or transmit credit card information maintain a secure environment.
Completing PCI Compliance is strongly recommended. Failure to complete PCI can result in a PCI Non-Compliance Fee applied to your account.
You have 60 days to complete PCI Compliance before a fee may be added to your account.
PCI compliance needs to be completed annually. To learn how to set a reminder, check out our page on Email Notification Set-Up
Equipment
Equipment
From the Equipment sub-tab your can view a list of your account’s existing devices.
You can sort your equipment list by location if you have multiple MIDs, or by status.
Orders
Orders
From this sub tab you can:
View your account’s equipment order history.
Track the shipping status of device orders..
You can sort your equipment list by location if you have multiple MIDs, or by status.
To track your Orders:
Select the drop down arrow next to the order you wish to track
Select the FedEx tracking number to launch the FedEx tracking website.
Reporting
Reporting
Reconciliation
Reconciliation
CardPointe supports next-day funding or 2nd-day funding to your accounts. Next-day funding is supported by default if you choose to have your cards automatically batch out by 9:30 EST. If you choose to do next-day funding, you’ll want to make sure you run your corresponding DaySmart financial reports from 9:30 EST the previous day to 9:30 EST the following day.
Pro Tip! Sometimes next-day funding isn’t the easiest to reconcile due to needing to change times when running reports. Users that want convenience of reconciliation will change the batch times to midnight the location time so they can run their sales reports within the software to match the calendar day. In this case, 2nd day funding will occur and card sales taken on Monday will be funded on Wednesday in your bank.
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Transactions
Transactions
View, search, and filter your transactions by a number of criteria to create your own reports, and export as a CSV or Excel file for further analysis.
The Transactions page displays a minimal set of data by default, providing a general overview of your transactions. Click on Choose Columns to show additional transaction data on the page, which can then be exported to a file for additional processing if needed.
To sort transaction data click the column headings to sort the table in ascending order for that field. Click again to sort in descending order.
To filter transaction data. You can use filters to show only transactions from specific locations, dates, transaction statuses, and more.
Use the drop-down columns to narrow your results.
To search transaction data enter your search term into the search box to show the matching transactions. By default, the search function searches all searchable columns. Narrow your results by clicking Search Columns, and selecting one or more columns to search.
Creating Custom Reports
Creating Custom Reports
Create custom reports based on your column selection and filtering options to load the same settings in the future. Once you have selected the columns you desire and any applicable filters, save your selection by clicking Unsaved Report and then Save.
Load your column selection and filtering options later by clicking Saved Reports and selecting one of your saved reports.
To export transaction data: Data currently shown within the Transactions table can be exported to a file for more advanced sorting, filtering, and analytics. Simply click Choose Columns to enable all of the desired columns or load a saved report, then click the Export button and select a data format.
Gateway Batches
Gateway Batches
The Gateway Batches page displays all batch-related information, including the batch number, merchant location, batch amount, batch close date, and batch status.
The most recent batches are shown at the top of the list. Click on the Batch Number for more information about the batch, including the transactions contained within it.
Funding
Funding
The Funding page displays all funding-related information, including the funding date, location, and funding total for each funding event. Click on the funding date for additional details about the funding event, including a list of all associated transactions
Click Locations to show only funding reports for the selected locations, sort the funding events by clicking one of the column headings, or use the search box to find a specific entry.
Chargebacks
Chargebacks
The Chargebacks page displays all chargebacks submitted by cardholders to dispute a transaction, including the location, request date, due date, reason, and the original transaction information associated with the chargeback.
Click Display Columns to add or remove columns from the table, or Locations to show only chargebacks for the selected locations. You can sort the chargebacks by clicking one of the column headings, or use the search box to find a specific entry.
Click the Transaction # to view more information about the transaction in question.
Need to dispute a Chargeback?
Please reach out to the Chargeback team at 800-281-6305
Statements
Statements
You can view all of your recent monthly merchant statements on the Statements page. Click the date of each statement to download a PDF copy for your records.
The most recent batches are shown at the top of the list. Click on the Batch Number for more information about the batch, including the transactions contained within it.
Statements post to your account typically on the 3rd or 4th of every month.
Want a notification when a new statements are available? To learn how to set a reminder, check out our page on Email Notification Set-Up.
Marketplace
Marketplace
The market place is a great way to check out other devices that may integrate into your software.
Please note, we recommended giving us a call or email before purchasing any new devices. As the market place hosts a few that will not pair with your DaySmart Software.
Administration
Administration
Users
Users
Access the Users tab within Administration to manage all of your users' contact settings, permissions, and notification settings, as well as viewing each user's transaction history.
By clicking the first or last name of any user, you can see their additional account information, like username or email address.
Creating a New User
Creating a New User
Your initial CardPointe account is created as an admin user, granting you access to all information and functions within CardPointe. To provide access to other individuals within your business, create a separate user account for them. You can control permissions for each individual account, allowing you to control each user's level of access.
Login to your Merchant Portal, then click the +New User button.
Enter the user's Name, Email address, Time Zone and select the User Type.
For admin users, click the Save button to create the account.
For standard users, enable the applicable permissions for Location, Catalog Admin, Virtual Terminal functions, Reporting data, Billing, and Support Ticketing. Then click the Save button to create the account.
*Standard users are restricted from creating or managing users, and can be further limited to specific data and functions by location.*Admin users are granted full access to all data and functions.
You are required to authenticate your account the first time you attempt to create a new user during your active session. CardPointe sends a Verification Code to your email address and prompts you to enter the code as shown below. A successful authentication is valid for the duration of your session.
Lastly, a registration email is then sent to the email address for the new user to create a password and complete the account registration. User permissions can be modified at any time by clicking on the user's name.
Batch Settings
Batch Settings
Access the Batching tab within Administration to configure your batch close-out times for each merchant account.
For a How To article on updating your Batch time Click Here!
Support
Support
Overview
Overview
Login to your Merchant Portal, then selecting the Support tab from your navigation bar will take you to your support screen, where you can see any previous tickets created, and our support contact information.
Contact Us
Contact Us
Support Email: paymentsupport@daysmart.com
Support Tickets
Support Tickets
For a general look at how to create a support tickets, follow the steps below.
Navigate to the "Support" tab and click Create Ticket.
If you have multiple merchant locations, you can open a ticket for a specific location by choosing the site from the Location dropdown
Select the purpose of the ticket from the Reason dropdown.
Enter the required information and add attachments to your support ticket.
When finished, click Save to submit the ticket.
For full documentation of the CardPointe merchant application, Click Here.