CardSmart Gateway

Customers

• How do I set up automatic notifications? What notifications can I set?

Invoices

• How do I send an invoice to my customer?
• How do I mark an invoice as paid?
• How do I create a new invoice?
• How do I brand my invoices?
• How can i edit an invoice after making it? What can i change?

Payment Pages

• How do I send a payment page link? How can I send it?
• How do I configure my hosted payment page link?
• How do I create a hosted payment page link?
• How do I deactivate a hosted payment page? Can they be deleted?
• How many hosted payment pages can I have?
• When I send the hosted payment page, is it a one time link?

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Processing Transactions

• How do I process a one-time terminal based payment using the Process Transaction tab?
• How do I process a one-time check payment using the virtual terminal?
• How do I email the customer a receipt when processing a payment in the Process Transaction tab?
• How do I use a stored Customer Profile in the Process transaction tab?
• Can I print or email a receipt after the transaction is run? How?
• How do I process a one-time card payment using the virtual terminal?
• How can I search for a specific transaction? Are there any filters I can search for?
• How do I adjust a transaction? What is adjusting a transaction?
• Is there a limit to payment methods that can be stored? Can a default payment method be stored?
• How Do I Qualify for Interchange Optimization Using the Additional Fields in Process Transaction?

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Batch Support

• Will my batch automatically close?
• How do I upload and export batch files?
• How do I manually close a batch in CardSmart?
• How do I change what is included in my batch report?
• How do I initiate a refund?

Customer Profiles

• Can I launch payments from the customer profile?
• Can I see payment history of specific customers?
• Can I store bank accounts to customer profiles?
• What kind of information do I need to upload Customer Profiles?
• How can I upload customer profiles to Gateway?

Recurring Billing

• How can I edit a recurring billing plan?
• Can I change the payment method of an active recurring billing plan?
• Can I change the amount owed on an active billing plan?
• Can I pause active billing plans and then resume them at a later date?
• How do I set up a recurring payment plan? (Both Options)

Fraud Support

• What fraud controls can I enable? What do they do?
• Can I configure fraud modules for specific payment sources? What payment sources can I do this for?

Gateway

• What is gateway capital?
• How do I add products to my gateway?
• How do I add a user in the gateway? What permissions can I restrict?

Voids

• How do I initiate a void?

Reports

• Can I export reports? How?
• How can I filter my transaction reports?

Customizations

• How can I change or disable products I have added? What question is your article answering?
• How do I customize my receipt?
• Can I edit customer records after they have been made?