Practice Better Payments supports integrated in-person payments on the WisePOS E terminal.
Once paired with your Practice Better software, the WisePOS E will seamlessly display invoice amounts, process payments, and automatically record transactions in your software.
The WisePOS E supports Google Pay, Apple Pay, tap, swipe, and chip-enabled credit and debit card transactions.
This article provides instructions on how to order and set up a new reader and collect in-person payments.
Ordering your WisePOS E
- Go to the Payments Dashboard page in your Practice Better portal:
- Click the Fast Action Button in the bottom-right corner and choose Order reader:
- Complete your order and track the delivery status of your WisePOS in the Stripe dashboard:
- After you’ve received your WisePOS E, pair your device with your Practice Better software.
Be sure to select the BBPOS WisePOS™ E reader when submitting a new order in Stripe. Practice Better Payments is only compatible with this device.
Pairing your WisePOS E with Practice Better
Step 1: Begin by Setting Up your WisePOS E
- Press and hold the power button on the WisePOS E reader's right side until the device screen powers on.
- You'll be prompted to connect to a WiFi network. Tap Connect to WiFi then select an available WiFi network to join. Once you've connected to a network tap the back arrow at the bottom of the reader.
You may be prompted to update your reader after returning to the home screen. Please go ahead and install the updates to continue. There may be additional updates and restarts as your device is brought up to date.
- Select your preferred language and the country where the reader will be used.
Step 2: Pair your WisePOS E with Practice Better:
A "Register this reader" screen will appear with a three-word registration code (this will be three unrelated words separated by hyphens, like "check-laugh-celery"). You'll need this code to pair the reader with your Practice Better Payments account.
- Head to your Payments Dashboard in your Practice Better portal.
- Click the Fast Action Button in the bottom-right corner and choose Register reader:
- If you're setting up a reader for the first time, you'll need to create a Location where the reader will be used. Enter a name and address for your Location and click Continue:
- Enter a name for the reader, the registration code displayed on the device, and then click Submit. The name you give the reader is not visible to your clients.
The device will install additional updates and restart to complete the syncing process. The Practice Better logo will be displayed on the device when the sync is completed.
Your reader will also appear under the Terminal Readers tab of your Payments Dashboard:
Processing Payments on the WisePOS E reader
Use your reader to accept in-person payments.
- Create a new invoice for your client. Learn more about creating invoices in Practice Better.
- Select Process in the top-right corner of the Create/Edit invoice page to process a payment for the invoice on your client's behalf:
- On the Pay Invoice page you'll notice an option to use your reader to process payment. Select the reader then click Submit in the bottom-right corner:
- Next, you'll see a prompt instructing you to complete the charge on the reader. Hand the reader to your client to either tap, insert, or swipe their card to pay:
You'll receive a confirmation prompt when the charge is successfully completed.
Saving Cards for Future Use with your WisePOS E
The WisePOS E can be used to store card information quickly and securely for future payments.
Please note that Interac debit cards can't be stored to process future payments.
- Go to the Billing Information tab on your client's Billing & Payments page:
- Click the Fast Action Button in the bottom-right corner and select Add card with reader:
- Select a reader from the list of online devices. Present the reader to your client to tap/insert/swipe their card.
You can add a credit card to your client's file to auto-collect installment payments or process invoices for your clients. Learn more about saving client cards for future payments.
Refunding Interac Debit Transactions on the WisePOS E (Canada only)
Payments made using Interac debit cards can only be refunded in person using the Interac card associated with the original charge. You can initiate a refund by following these instructions.
Upon submitting the refund, you'll be prompted to select a reader to complete the action. Select an available reader and hand the reader to your client to tap or insert their Interac debit card.
Customizing your WisePOS E
Once your reader is paired with Practice Better, you can customize the screen brightness, theme, and sounds made when your clients' cards are processed on the device.
- Swipe right from the left edge of the reader screen, then select Settings.
- Enter the admin PIN: 07139
- Tap the Sound option to toggle sounds made when clients initiate payments.
- Tap the Appearance option to adjust the theme and brightness of the screen.
Updating the name of your WisePOS E
You can change the name of your reader by clicking the More Options menu (3 dots) next to the reader and select Update:
Unregistering & Re-registering your WisePOS E
You can unregister your reader at any time from the More Options menu next to the reader in your Payments Dashboard.
The reader can be re-registered with your account at any time by following these steps:
- Swipe right from the left edge of the reader screen then select Settings. Enter the admin PIN: 07139
- Tap the Generate pairing code option and complete the steps outlined in this section.