Using the Practice Better Payments Terminal Reader

Practice Better Payments allows you to process credit and debit card payments in person using the Practice Better terminal reader. This article provides instructions on how to order and set up a new reader and collect in-person payments. 

• Ordering Readers
• Setting Up A New BBPOS WisePOS E Reader
• Customizing Your Reader's Sound & Appearance
• Unregistering & Re-registering Your Reader
• Accepting Payments
• Saving Cards For Future Payments

Ordering Readers

1) To order a new reader, go to the Payments Dashboard page in your Practice Better portal:

 2) Click the Fast Action Button in the bottom-right corner and choose Order reader:

This will take you to the terminal reader shop in your Stripe Dashboard. 

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.

Setting Up A New BBPOS WisePOS E Reader

1) Press and hold the power button on the reader's right side until the device screen powers on. 

2) 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.

3) Select your preferred language and the country where the reader will be used. 

Entering the Registration Code

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.

1) Navigate to the Payments Dashboard page in your Practice Better portal.

2) Click the Fast Action Button in the bottom-right corner and choose Register reader:

3) 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:

4) Enter a name for the reader and the registration code displayed on the device 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:

Updating Your Reader

You can change the name of your reader by clicking the More Options menu (3 dots) next to the reader and select Update:

Customizing Your Reader's Sound & Appearance

Once your reader is paired you can customize the screen brightness, theme, and sounds made when your clients' cards are processed on the device.

1) Swipe right from the left edge of the reader screen then select Settings. Enter the admin PIN: 07139

2) Tap the Sound option to toggle sounds made when clients initiate payments.

3) Tap the Appearance option to adjust the theme and brightness of the screen.

Unregistering & Re-registering Your Reader

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:

1) Swipe right from the left edge of the reader screen then select Settings. Enter the admin PIN: 07139

2) Tap the Generate pairing code option and complete the steps outlined in this section.

Accepting Payments

Use your reader to accept in-person payments.

1) Create a new invoice for your client. Learn more about creating invoices in Practice Better.

2) 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:

3) 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:

4) 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. 

Refunding Interac Debit Transactions (Canada)

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.

Saving Card For Future Payments

You'll need to 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.

Just so you know, Interac debit cards cannot be stored to process future payments. 

1) Go to the Billing Information tab on your client's Billing & Payments page:

2) Click the Fast Action Button in the bottom-right corner and select Add card with reader:

3) Select a reader from the list of online devices. Present the reader to your client to tap/insert/swipe their card.