Payments

Getting Started Request & Collect Payments Reporting Other Helpful Links
  • Set Up Payments Account

    Weave partners with Stripe and utilizes their Express platform for transparent, fast, and secure payment processing. Follow these steps to get your Payments Account set up with Stripe Express.

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

    Stripe Express Onboarding Video

    Watch a demonstration of the onboarding process below and learn what information you’ll need to provide to Stripe in order to start collecting payments with Weave Payments.

    Setting Up Your Payments Account

    1. Click on the Payments icon in your Weave Desktop App
    2. Click Create Stripe Account 

      Note: You must create a new Stripe account with a different email than any other account. An old account will not work.

    3. Fill out the Stripe onboarding form completely
    4. When you're done, click Save to return to your Payments Settings in your Weave Portal
    5. Enter your public business information
    6. Add your company logo
    7. Click Save Changes when you're done

    If you need any assistance with setup or document upload, please contact Stripe Support.

    Start Collecting Payments

    Once your Payments account is set up, you can start collecting payments! Click on the following links to learn more about collecting payments with Weave:

    Looking for more? Learn how Payments will help your office collect more in less time in the Weave Academy course for Weave Plus or Weave Core depending on your product bundle.

    Read more
  • Set Up & Use Buy Now, Pay Later Through Sunbit

    Weave has partnered with Sunbit to help you drive more business by letting customers pay for care or services over time with Buy Now, Pay Later financing options.

    This feature is only available to U.S. customers with Weave Payments. Click here to learn more about getting Payments and Buy Now, Pay Later to your office.

    Watch a summary of the onboarding process and learn what information you'll need to provide to Sunbit to start offering Buy Now, Pay later to your customers.

    Set Up Your Sunbit Account 

    1. Login to the Weave Portal
    2. Click Pay.svg Payments form the left menu 
    3. Select Buy Now, Pay Later from the Carrot_Down.svg dropdown
    4. Click Activate Sunbit 
    5. Fill out the Sunbit onboarding information completely

    Once your account is set up, you can start offering Buy Now, Pay Later to your customers.

    Send a Buy Now, Pay Later Request via Text

    1. Select Payments_Invert.svg Payments in the desktop app
    2. Find the name of the customer you would like to send the request to by scrolling or using the search bar
    3. Click on the customer and enter the amount you would like to charge
    4. Select Buy Now, Pay Later 
    5. If desired, change the customer's mobile number for the request
    6. Select Preview Request Message
    7. Click Send once everything looks correct

      Tip: Double check the name, requested amount, and phone number before you send.

    8. Select Got It to go back to the customer list within Payments

    Note: Some phone providers break templates over 160 characters into multiple messages. This can cause hyperlinks to break, so if the link is not received, try shortening the template or sending the hyperlink in an additional message to your clients.

    Change the Buy Now, Pay Later Message Template

    Personalize the message sent with Buy Now, Pay Later links to your customers.

    1. Start the process of sending a new request until you are previewing the message
    2. Select the Template.svg Template icon at the bottom of the page 
    3. Click Edit to change the template of choice
    4. Select Save when you are finished 

    Send a Buy Now, Pay Later Request via Email

    1. In order to send a request via email, start the process of sending a new Buy Now, Pay Later request until you are previewing the message
    2. Select Copy to Clipboard
    3. Paste the link into an email to your customer 

    Sunbit Support 

    Once you have added Buy Now, Pay Later to your Weave Bundle, Sunbit will provide onboarding training, and support to make sure you're successful. Contact Sunbit at:

     

    877-203-6767 ext 2

    855-778-6248

    forms@mconsent.net

    partnersupport@sunbit.com

    Read more
  • Set Up Payments Terminals

    Get your Payments Terminal all setup and ready to go!

    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!

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

    Before setting up your new Payments Terminal, make sure you have set up your Payments Account with Stripe

    WisePOS E Verifone P400

    WisePOS E

    This brief video will walk you through setting up your WisePOS E Payments Terminal so you can start collecting payments.

    Power Up Your Terminal

    1. Install the battery by lifting up the back cover from the indentation at the bottom left. Slide the battery into the exposed slot and align the gold connectors at the top of the battery with the terminal

    2. Connect the reader to power by plugging the provided power cable into the port with the lightning bolt symbol

    3. Once charged, find and hold down the Power button on the right side of the terminal until the terminal screen turns on.

    Tip: Once turned on, the power button will transition your terminal between wake and sleep states. In order to turn it off, hold down the Power button and click Power Off on the terminal screen once it appears.

    Connect Terminal to WiFi

    1. Power on your WisePos E Terminal by holding down the Power button on the right side of the terminal. If prompted, complete any available terminal software updates
    2. Swipe from the left side of the screen to the right side to open the menu
    3. Tap Settings 
    4. Enter the Admin PIN - 0-7-1-3-9
    5. Tap Wi-Fi Settings
    6. Tap the name of your secure or private WiFi network

      Note: Please ensure the network you connect your terminal to is the same network your desktop application is connected to

    7. Enter your Wi-Fi password using the digital keyboard at the bottom of the display screen
    8. Tap Connect
    9. Once connected to Wi-Fi, tap the back arrow at the bottom of the screen to go back to your Admin options

    Register your Terminal

    Once your payments terminals are set up, you will need to register them to your Weave Software. Begin in the Weave Desktop App.

    1. Click on the Payments_Invert.svg Payments icon
    2. Select the More.svg Ellipses Menu in the top right corner 
    3. Click Settings.svg Terminal Settings
    4. Select Register a Terminal
    5. Follow the terminal instructions to generate a registration code and select Register
    6. Open the admin options menu by swiping from the left side of the display screen to the right side
    7. Tap Settings
    8. Select Generate Pairing Code. This should display a randomized 3-keyword code, separated by hyphens
    9. In the Weave desktop app on the Register New Terminal form, enter the pairing 3-keyword code in the Terminal Registration Code field
    10. In the Custom Terminal Name, enter any custom name for your terminal
    11. Click Register
    12. You should see a green alert at the top of the app that reads Terminal Connected

    You are now ready to collect payments!

    Read more
  • Payments Account Settings

    You can check the status of your Payments Account, access your Stripe dashboard, change your Business Information or upload a new logo.

    For instructions to edit your email address for your payment & refund notifications, click here.

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

    Access Your Payments Settings

    1. Log into your Weave Portal
    2. Click Payments from the menu on the left-hand side
    3. Select Settings from the Payments submenu

    Check Your Stripe Account Health

    In your Payments Settings, you can check your Stripe account health under the Merchant Account.

    Your Stripe account health is represented by an Active (green dot) or Inactive (red dot) status next to Payments and Payouts.

    You also have access to your Account ID and the Account Type.

    Edit Your Public Business Information

    The Public Business Information allows you to change or edit your Business Name, Email Address, and Phone Number. This is the information your customers will see to help them identify your office is the one processing a payment.

    • Business Name: Your business name should be listed so that customers can quickly identify where the payment request is coming from.
    • Email Address: Your email address should be listed so that customers can contact you for questions or issues with the payment. 

      Tip: This email address is also where your payment and refund notifications will be sent. To edit the email address, simply change the existing email address to the new address you want and click Save Changes.

    • Phone Number: Your business phone number should be listed so that customers can contact you for questions or issues with the payment.
    • Statement Descriptor: This will be on your customers' transaction history on their credit card statements.

    Update Your Business Logo

    Upload from your computer files or Drop & Drag an image to upload or update your Business Logo.

    Make sure when you make a change you select Save Changes.

    Access Your Stripe Dashboard

    Clicking on the blue Stripe Dashboard Alert.svg will take you to your Stripe Dashboard. This is where you can change your banking details.

    Once you are in your Stripe Dashboard, select Payouts to see the transactions that will be or have been deposited into your bank account you have on file. If you needed to change the Bank Account information, you can do so by clicking the blue edit icon.

    Clicking on Account in your Stripe Dashboard, will allow you to edit the following information:

    • Account Representative
    • Business Details
    • Payout Details
    • Add another Member

    The Account tab is also where you can change the email address where your payment notification emails will be sent. You can also change or update the phone number used to authenticate yourself as a user if you want to update your bank account information.

    To change either of these, click Edit Email or Mobile Number then click Update next to either the Email or Mobile Number.

     

     

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