Updated Articles

  1. Batch Report

    *Fiserv (formerly CardConnect) Overview of all credit card transactions grouped as a batch and deposited in your bank account attached to the Merchant Account . View the date payments are deposited, gross raised, adjustments and fees deducted, r...
  2. User Payment Method Options

    *Fiserv (formerly CardConnect) Users can select various payment methods available on your event/campaign site. Users can self-check out with a credit card added to their user profile. Admins can assist users with checkout and reflect payment meth...
  3. Manage a User's Credit Card

    We understand the importance of having a sense of security and confidence when managing your users’ credit card information. Secure Pre-Event Require users to have a credit card to bid, purchase, or make a donation. Credit Card Requirement G...
  4. Manage your GiveSmart Account

    Note: Available to Org admins only. *Fiserv (formerly CardConnect) Manage your GiveSmart subscription from the Account page, which shows agreement dates, subscription start and end dates, subscription status, and a link to view the agreement...
  5. Manage Saved Credit Card Information

    *Fiserv (formerly CardConnect)  Add card information that is saved to your GiveSmart account to expedite future fundraising contributions and check-in/check-out processes. Save multiple cards, allowing you to easily choose between different paym...
  6. Pass Fees to Purchaser

    *Fiserv (formerly CardConnect) When choosing to accept credit card payments, a fee is charged per transaction to the organization. Fees passed and paid by the purchaser are found in the Transaction section of the Revenue Report . The collec...
  7. Review Multiple Campaigns Batch Reporting

    *Fiserv (formerly CardConnect) When multiple campaigns generate revenue simultaneously, the batching information sent from Fiserv does not break apart the revenue across the organization's campaigns. It reflects the revenue as a 'lump sum' on the...
  8. Org Hub: Reports Page Overview

    Note:  This feature is available only to Org Admin users. Review org-level reporting for top donors based on the total amount contributed across all campaigns, merchant account funding details from batch reports containing recurring donations ...
  9. Set Up a Merchant Account to Process Credit Cards (Section 4)

    *Fiserv (formerly CardConnect) This article details how to set up your Fiserv  Merchant Account (MID), which is required in order to process credit card transactions through GiveSmart.  Note:  Your organization may require more than one mer...
  10. Multiple Fundraising Products CardConnect Batch and Fees

    *Fiserv (formerly CardConnect) This article is intended for organizations that own two or more GiveSmart Modules, including any combination of GiveSmart Events, Fundraise, or Donor CRM.   NOTE : If you are a customer who uses GiveSmart Events ...