Merchant Services and Billing

This section holds articles that are related to our merchant services partner and billing questions that our clients may have.

• Payments Processing Overview
• Where can I find my merchant services statement?
• What is this charge on my bank statement?
• How do I change the bank account donations are funded to?
• How do I request ACH statements? What if I need to update the email they are sent to?
• How do I Create and Delete a User in Cardpointe?
• How do I change my organization's batch time?
• How do I update my D.B.A. or legal name with CardConnect?
• Can I partially refund a donation?
• Can I Void a donation?
• Can I change when my credit card batch time closes?
• Can I retry a declined transaction?
• How do I add CVV or AVS protection to our donations?
• Five Questions to Understanding PCI Compliance
• How do I become PCI compliant?
• How can I reset my PCI login?
• Where can I download my organization's Form 1099-K?
• How can I check my Fiserv A.C.H. velocity limits? Why did I get this error?
• iDonate Subscription payment portal
• How can we request our iDonate subscription invoices?
• Plaid for ACH Donations
• Merchant Services Support Hub
• Release Notes - 2024.04
• Where can I find my organizations' monthly statements?
• Configure a PayPal Gateway
• Change Spreedly PayPal Configuration
• PCI/DSS Compliance
• Adding Integrating Bank Accounts
• Understanding Donation Decline Codes in CardConnect
• Why is the payment processor/gateway asking for financial documents?