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CardConnect (CardPointe) Digital Application Process
In order to access your merchant application, please reach out to your Customer Success Manager. IMPORTANT: The financial signer (individual with authority to create a merchant account on behalf of the organization) needs to complete this appli...
What are the Processing Fees associated with my Merchant Account?
The credit card processing fees assessed by the merchant services provider, CardConnect, are as follows: MASTERCARD, VISA & DISCOVER: 3.5% AMEX: 3.95% These fees will automatically be deducted from your bank account at the end of each m...
How are collected donations transmitted to my bank account
Donations collected through GiveSmart Fundraise will be batched to your bank account daily at 6:45pm Pacific. Batches will show up in your bank statement within 24 - 48 hours (depending on the bank) as soon as the transactions are settled. The depo...
How do I order a Credit Card Swiper?
Check Device Compatibility Prior to placing a credit card swiper order, make sure your mobile device is compatible with the swipers. The swipers are only compatible with devices that have a Lightning Connector . If your device is not on the list l...
How do I swipe or scan credit cards at my event?
IMPORTANT: Please make sure your mobile device is compatible with the swiper. If your device is not on this list, it will not work in conjunction with the swiper. Click here to view the list . Haven't ordered a swiper yet? Please review this...
How will fees be charged if I have a merchant account?
Your monthly processing fee for money collected in the previous month's collection period is automatically withdrawn from the linked bank account once per month, between the 2nd and 5th (depending on weekends or holidays). If donations were also col...
Is my merchant account PCI Compliant?
A CardConnect merchant account is set up as the primary payment gateway for GiveSmart Fundraise, and is connected to any payment form in your GiveSmart account for credit card processing and subsequent direct deposit of processed transactions. ...
Issue a Refund or Void
If a donor accidentally clicks the donation button twice or types in the wrong amount, refunds are possible both within the GiveSmart Fundraise module, for full refunds or logging into your Merchant Center for a partial refund. Full Refund or Void...
Merchant Account Application - Voided Check or Bank Letter
Submitting a voided check or bank letter As part of the underwriting process, merchant account providers require a voided check or bank letter to be included with the application, as they need to have a formal document from the bank in order to ver...
Merchant Account FAQs
You may have additional questions about your Merchant Account. Below are some Frequently Asked Questions: What payment methods are accepted through my GiveSmart Fundraise forms? How are collected donations transmitted to my bank account? ...
Reconcile GiveSmart Fundraise Transactions in the Merchant Center
Revenue paid by credit card that was generated in the GiveSmart Fundraise module can be reconciled by reviewing both the transaction report within in GiveSmart Fundraise and the Merchant Center in CardPointe. GiveSmart Fundraise Report I...
Stolen Credit Card Testing Explained
Occasionally, nonprofit organizations will experience stolen credit card testing on their accounts. This page outlines the basics about credit card testing and the fraud protection process GiveSmart Fundraise uses to ensure your organization and you...
Using the Merchant Center Updated
The CardPointe Merchant Center is the reporting module where you can view deposit/batch reporting, retrieve processing statements, issue partial refunds, and view any chargeback details. Below, we take you through some of the most common function...
When do nonprofit organizations receive collected donations?
Funds are deposited once they have achieved a settled status. This typically occurs the day after the donation has been processed. For more answers about merchant services, review the Frequently Asked Questions . ...
Can I transfer Recurring Donations from a different platform to my GiveSmart Merchant Account?
For security and compliance reasons, GiveSmart Fundraise does not transfer, store, or retain full credit card information. To transfer previous recurring donations from a different platform over to GiveSmart Fundraise, each donation would need t...