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

    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
  • Update Your Weave Billing Information

    Change or update the billing information for your Weave subscription with ease through the Weave portal.

    Add a Payment Method:

    1. Login to the Weave Portal

    2. Select Settings.svg Account in the left side bar

    3. Click Billing

    4. Select the+ Plus icon on the right side

    5. Update your payment information by filling out fields:

      • Payment Type

      • Card/Account Holder

      • Card/Account Number

      • CVV

      • Zip

      • Expiration Date

    6. Select Submit

    Choose Your Primary Card

    1. Click the Carrot_Down.svg down arrow next to the payment info

    2. Toggle on Make Primary Payment Method

    Note: If another card is designated as the primary payment method, its toggle will automatically change.

    Delete a Payment Method:

    1. Click the Carrot_Down.svg down arrow next to the payment info

    2. Select Delete Payment Method

    Note: In order to delete a payment method on file, you must have another payment method marked as primary.

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  • 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 general 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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