Getting Started Request & Collect Payments Reporting Other Helpful Links
  • Intro to Payments

    Weave offers so many Payments features, it may feel overwhelming. Don't know where to start or what is available? Take a look at the possibilities:

    Payments Playbooks (Including text-to-pay, terminals, and more)

    Click on your vertical to see information related to your needs:

    Medical

    Vet

    Dental

    Opto

    Resources to get you started

    Set Up Payments Account

    Set Up Payment Terminals 

    Online Bill Pay

    Payments Security

    Dispute Guides

    Payment Disputes: Definition and Your Available Actions with Weave

    Manage a Dispute Using Weave

    Counter a Dispute

    Evidence to Gather for Weave's Most Common Dispute Reason Codes

    Examples of Dispute Evidence by Category

    Looking for more support? Contact our payments team.

     

    Read more
  • Set Up Payments Account

    Weave partners with Stripe and utilizes its Express platform for transparent, fast, and secure payment processing. Get your Payments Account set up with Stripe Express.

    This feature is only available to U.S. customers.

    Stripe Express Onboarding Video

    Setting Up Your Payments Account

    1. In the Weave Portal, select Payments from the left navigation
    2. Choose Settings from the dropdown
    3. Click Stripe Dashboard 

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

    4. Fill out the Stripe onboarding form completely, including accepting the Terms and Conditions
      • When selecting the type of entity, choose Company and fill out your business details
    5. When you're done, click Save to return to your Payments Settings in your Weave Portal
    6. Enter your public business information
    7. Add your company logo
    8. 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 in the Weave Training Camp course: Collect More, Faster with Weave Payments.

    Read more
  • Set Up Payments Terminals

    Get your Payments Terminal ready to start collecting!

    The availability of this feature is dependent on your Weave bundle. Schedule a time with a Weave representative to learn more.

    This feature is only available to U.S. customers.

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

    If you are having issues with your terminal, try the terminal troubleshooting steps

    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. Make sure the power cord is plugged into the wall with an adapter and not your device.

    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

    You can also use the optional dock for ethernet access, which is included in your terminal package from Weave.

    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. If you need to update your terminal, it will take 5-10 minutes before the WisePOS E will complete registration.

    1. Click on the Blue_Payments.svg Payments icon
    2. Select the More.svg More 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
    7. Type in the Admin Code: 07139 
    8. Tap Settings
    9. Select Generate Pairing Code. This should display a randomized 3-keyword code, separated by hyphens

    Pair in Legacy Desktop App

    1. In the legacy desktop app, on the Register New Terminal form, enter the pairing 3-keyword code in the Terminal Registration Code field
    2. In the Custom Terminal Name, enter any custom name for your terminal

      Tip: Do not name your terminals "Check In" and "Check Out." This can get confusing later.

    3. Click Register
    4. You should see a green alert at the top of the app that reads Terminal Connected

    Pair in Weave App (beta)

    1. Within the Weave app (beta), click the Settings icon in the top right corner 
    2. Select Payments in the left navigation menu
    3. Click Register Terminal in the Terminals section
    4. Follow along with the steps by clicking Next after you've ensured each has been done correctly
    5. Enter the Paring Code and Custom terminal name
    6. Click Register

    You are now ready to collect payments!

    Read more
  • Set Up and Use Buy Now, Pay-over-time 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-over-time financing options.

    This feature is only available to U.S. customers.

    The availability of this feature is dependent on your Weave bundle. Schedule a time with a Weave representative to learn more.

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

    Set Up Your Sunbit Account 

    1. Login to the Weave Portal
    2. Click Pay.svg Payments in the left menu 
    3. Select Buy Now, Pay-over-time from the Carrot_Down.svg dropdown
    4. Choose your industry from the dropdown
    5. Click Activate Sunbit 
    6. Fill out the Sunbit onboarding information completely

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

    Send a Buy Now, Pay-over-time Request via Text

    Legacy Desktop App Weave App (beta)
    1. Select Blue_Payments.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-over-time 
    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-over-time Message Template

    Personalize the message sent with Buy Now, Pay-over-time 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-over-time Request via Email

    1. In order to send a request via email, start the process of sending a new Buy Now, Pay-over-time 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-over-time to your Weave Bundle, Sunbit will provide onboarding training, and support to make sure you're successful. Contact Sunbit at:

     

    Phone.svg

    855-778-6248

    Email.svg

    partnersupport@sunbit.com

    Read more
  • Buy Now, Pay-over-time Introductory Email Template

    Ready to introduce your customers to Buy Now, Pay-over-time but unsure how to start? Use this template to get going on a new email campaign

    Just replace the parts between brackets highlighted in yellow before you hit send. 


    Subject line: We now offer Buy Now, Pay-over-time financing through Sunbit!

    Body copy:

    Hi [first name],

    Here at [office name], we pride ourselves in doing all we can to provide the [service] you need, which is why we’re excited to announce that we now offer Buy Now, Pay-over-time financing through Sunbit!

    Within just 30 seconds and a soft credit check—that’s right, applying won’t affect your credit*—you can see what financing options are available to you. And with an over 85% approval rate, getting the [service] you want and need is more possible than before.

    If you have any questions, don’t hesitate to call us at [phone number].

    Have a great day!

    [full name]

    [office name]

    *Account openings and payment activity are reported to a major credit bureau. Loans are made by Transportation Alliance Bank, Inc., dba TAB Bank, which determines qualifications for and terms of credit.”


    Don’t forget to add your recipients. You can also schedule the campaign to send later if needed.

    Read more
  • Payments Account Settings

    You can check the status of your Payments Account, access your Stripe dashboard, and change your Business Information.

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

    This feature is only available to U.S. customers.

    Access Your Payments Settings

    You must have the user role of Super Admin or Payment Admin to access. See your role.

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

    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.

    Text to Pay Authentication Requirements

    Choose whether you'd like to require customers to authenticate with a birth date to view invoices or other documents via Text to Pay requests. By toggling this setting off, industries that don't collect customer birth dates can allow customers to access attachments without authenticating.

    Affirm

    Allow customers to use Affirm as a payment plan option at checkout by leaving this toggle on within the Payments Account Settings. You may want to turn this toggle off if you have an exclusive contract with another "buy now, pay later" service. For support questions related to Affirm transactions, please visit the Affirm Help Center or email merchanthelp@affirm.com.

    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.

    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 need to change the Bank Account information, click 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.

     

     

    Read more