Weave's Payment Terminals make it easy to collect payments while your customers are in the office. Follow these instructions to start collecting in office payments!

This is an add on feature and may not be a part of your current Weave package. Click here to learn more about getting Payment Terminals for your office!

Note: In order to use your credit card terminals, you need to set up your Payments Account and your Payment Terminals.

Weave Payments features are only available to U.S. customers.

Overview of In Office Payments

This brief video will walk you through using your Credit Card Terminals:

 

Collect In Office Payments

  1. Select Payments in your Weave Desktop App
    In-Office_Payment_1.png

    Tip: If you have Weave Unify, you can filter this list by location.

  2. Select the name of the customer you want to send the payment request to
    In_Office_Payment_2.png
  3. Enter the amount you would like to charge this customer
  4. Select In Office Payment
    In_Office_Payment_4.png
  5. Instruct your customer to follow the instructions on the credit card terminal to process the payment
    In_Office_Payment_5.png

    Tip: You can cancel the payment at this time if needed

  6. The customer will Tap, Insert or Swipe their card on the terminal to process the payment

In_Office_Payment_6.png

Email Receipts and Payment Notifications

Once the patient takes out their card, you will get Payment Successful along with a summary of the charge.
In_Office_Payment_7.png

An email receipt will automatically be sent to your patient’s email address on record, if available. You can also view, send or print the receipt to a different email address by following these steps here.

A payment notification will be sent to the email address you used when you filled out your onboarding form with Stripe.

Note: The Verifone® name and logo are either trademarks or registered trademarks of Verifone in the United States and/or other countries. Use of the trademarks does not imply any endorsement by Verifone.

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