Learn more about how to set up your DSP account and your terminals here.

Using DSP, you can charge via terminals (recommended option for when the client is physically in the clinic), via online payment links (you can generate multiple payment links and share them with the client), or via saved cards you have on their file.

The Card Type (Visa, Mastercard, etc) and the last 4 digits are saved automatically for all terminal transactions and online payments. You can use these filters on the Payment Report for easy reconciliation.

To process terminal payments, click 'Add Payment' and select Card, then choose the Terminal. The total amount will be sent to the device, and the client can tap their card. The transaction status will be updated automatically in Digitail, marking the invoice as Paid.

📌 For terminal transactions, you can save the card on file for future use (only available in the US).

Once integrated, a payment link will appear on all records and direct sales, which can be sent to clients via chat or email.

This is the checkout your clients will see 👇

Clients can complete their payments through the provided link, and the status will update automatically in Digitail. Clients will also receive an automatic invoice for the amount paid.

If the client has a saved card, you can take payment using their existing card. If multiple cards are available, you'll be prompted to select one.

For clinics using Digitail Secure Payments (DSP) in the US or Canada, we now offer a flexible Buy Now, Pay Later (BNPL) option through Affirm and Klarna. This allows pet parents to split their payments into manageable installments while your clinic gets paid upfront.

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How BNPL Works:

Benefits of Offering BNPL:
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✅ Improves affordability – Pet parents can move forward with necessary treatments without financial hesitation.
✅ Boosts revenue & compliance – Helps increase treatment acceptance rates.
✅ Guaranteed payment – Your clinic receives the full amount upfront.

You can check if there are any existing cards on file by looking at the client's card (which is part of their patient's health card).

From here, you can click on 'Add New Card' and fill in the information to save a new card on the client's profile for future use.

You can save cards on file after a terminal transaction (only available in the US) or via payment links. Make sure you (or the client, if they pay online when they are away) are selecting the checkbox above the 'Pay' button.

You can remove a card on file directly from the 'Cards on file' section of the Client Overview. You will be asked to confirm that you want to delete that specific card before removing it.

This action can't be undone - if you deleted a card by mistake, we recommend asking the client for the card details and adding it again.

1. In the US, cards can be saved on file through a Terminal transaction as well, while this option is not supported in Canada.

2. Interac cards (used in Canada) can't be saved on file for future use.

You can issue a client refund directly from the Record > Billing section or from the Payments or Sales reports. Click on the refund icon next to the payment/transaction you wish to refund, then select 'Card' as the refund type. This article explains all refund types. The money will be refunded automatically on the client's card, also known as a card not present.

Interac Refunds (available in Canada)

For payments made with Interac, click on the refund icon next to the payment/transaction you wish to refund, then select 'Card' as the refund type, followed by the Terminal. The client must tap their card to go through the refund.

You can review all transactions in Digitail in the Payments Report.

For all Terminal and Online transactions, the last 4 digits of the card are saved automatically. You can review them or search using the filters on the Payments Report, for easy reconcile. Please note, you need to input all 4 digits for the search to show relevant results.

In your Digitail Secure Payments Dashboard, you can check all the transactions, attempts, and payments received. To access your Dashboard, click the Home icon on the Digitail Secure Payments section of the Integration page.

🙋 What is a merchant account?

A merchant account must be set up to accept MasterCard, Visa, Discover, and American Express payments. This ensures your business is listed on your client’s credit card statements.

🙋 How long does it take to be set up?

If you have all the information below when signing up, you can start using DSP on the same day.

If you sign up without all the complete information, Stripe may ask for secondary confirmations, which can take 1-2 business days to approve.

Allow 3-5 business days for shipping for a credit card terminal.

🙋 What is on the application?

The application asks for basic business information, such as your legal name and tax ID. If you’re a Sole Proprietorship, it is your full name and SSN. It will also require you to verify your bank information for credits and debits.

Please also have the following information handy:

🙋 Is there a long-term contract?

Quick Start pricing has no contract or commitment.

Custom pricing may have contract terms depending on the details of the offer.

🙋 Can I use my same Stripe account?

Digitail Secure Payments requires a new Stripe account. Unfortunately, we cannot migrate or merge your previous account, but we can be certain to work to save you money on processing and time with a more robust integration.

🙋 How quickly do funds get deposited?

If you are in US, you will receive your deposits two business day. If you are in Canada, deposits take 3 calendar days. More information here.

🙋 How do I pay my bill?

Your account will be ACH’d for fees owed sometime during the first week of each month. For example, your February processing will be charged to you the first week of March. You will receive a statement showing your processing volume and expenses breakdown.

🙋 Can I input an amount directly on the terminal?

As explained here, all terminal payments must come directly from Digitail. This will ensure that no invoice or payment is forgotten, and you can have an accurate, instant status of your payments.