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

    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:

    Read more
  • Set Up Payments Terminals

    Get your Credit Card 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.

    After you've submitted your information and talked with a payment specialist, you'll need to set up your Payments Account with Stripe

    Verifone P400 WisePOS E [Beta]

    Verifone P400 

    Payments Terminals Setup Overview

    This brief video will walk you through setting up your Verifone P400 Credit Card Terminal so you can start collecting payments.

    Install Payments Terminals

    1. Power up your terminal by sliding the back cover off and inserting the connector cable
    2. Slide the back cover on to keep the connector cable in place
    3. Plug in the Power Adaptor into the connector cable and then into the power outlet

      Tip: The terminal should automatically turn on and boot up. If you ever need to reset the terminal, simply unplug the Power Adapter from your outlet and plug it back in.

    4. Connect the terminal to the internet either through WIFI or through an Ethernet Port
    5. Register your terminal to the Weave Software

    Connect Your Terminal to the Internet

    Once your credit card terminal is installed, you will need to connect it to the internet through WIFI or an ethernet port. Follow these instructions to connect your terminal to the internet: 

    WIFI Ethernet Connection Switch from Ethernet to WIFI
    1. Select Connect to WIFI
    2. Select the network your computer is using
    3. Enter the password for the network

    Registering Your Payments Terminal To Your Weave Software

    Once your credit card terminals are set up, you will need to register them to your Weave Software. Follow these steps to do so:

    1. Click on Payments in the Weave Desktop App
    2. Click on the three dots in the top right corner
    3. Select Terminal Settings
    4. Click on Register a Terminal
    5. Enter 0-7-1-3-9 into the Terminal
    6. Enter the 3-word code into the Weave under Terminal Registration Code
    7. If desired, customize a name for this terminal under Custom Name
    8. Click Register

    You are now ready to collect payments!

    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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  • 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 Admin Portal
    2. Click Payments from the menu on the left-hand side
    3. Select Settings from the Payments submenu

    Payment_Settings_1.png

    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.

    Payment_Settings_2.png

    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.

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    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 ChangesPayment_Settings_4.png

    Access Your Stripe Dashboard

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

    Payment_Settings_5.png

    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.

    Payment_Settings_6.png

    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.

     

    Payment_Settings_7.png

     

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