Digitail Secure Payments (DSP) – a cutting-edge credit card processing solution seamlessly integrated with our all-in-one PIMS, Digitail. Say goodbye to lengthy checkouts and human errors. Say hello to ZERO missed charges, a seamless, efficient, and error-free payment process.

Find out more about Digitail Secure Payments here or read below to get started on the setup!

Go to Admin → Integrations and click Connect under the Digitail Secure Payments logo.

Follow the steps to create a new account with our partner Stripe. You will be asked some basic questions about your business, and once they verify the information you submitted, your account will be ready.

Please also have the following information handy:

Once your account is created, you’ll be redirected back to Digitail.

If you’ve signed up with our Quick Start package, you’ll receive your new terminal 3-5 business days after activating your Digitail Secure Payments account.

Additional terminals can be purchased through Digitail Sales, Onboarding, or Support.

DSP is designed to work with the WisePOS E, manufactured by BBPOS.

The BBPOS WisePOS E is a countertop reader for Stripe Terminal apps.

When you first receive the device, install the battery. With the back of the device facing you, lift up from the indentation at the bottom left corner to detach the back cover. Insert the battery by sliding it into the exposed slot with the gold connectors at the top aligned. After the battery is in place, charge the reader by using an outlet or the optional ethernet dock. Connect the reader to power by plugging the provided cable into the port with the lightning bolt symbol.

After the reader is fully charged, hold down the power button on the right-hand side until the screen turns on. After the device powers on, press the power button to sleep or wake the device. Hold down the power button to fully power off the device until the power off option is shown on the screen, then select it.

In a countertop deployment, leaving the device on for extended periods is expected. You can expect the battery to last about eight hours with a full charge.

📌 Even when not used, leave the BBPOS WisePOS E plugged in and powered on to receive automatic software updates.

To open the settings menu, swipe right from the left edge of the reader screen to reveal a Settings button. Tap the Settings button and enter the admin PIN 07139. From here, you can update your WiFi settings or generate a pairing code for device registration.
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Battery status is displayed at the top right of this screen. To close the settings menu, click the back arrow in the top left corner.

Settings button

Admin PIN screen

Settings menu

The screen times out when the reader isn’t connected to a power source. The default timeout of 1 hour is to improve battery performance. To update this value, go to the settings, select Appearance, and then select a new screen timeout from the dropdown. The device screen turns on automatically when a device interaction occurs (such as touching the screen) or payment is requested.

Appearance menu

Timeout menu

Because the BBPOS WisePOS E is a smart reader, its reader software communicates directly with Stripe. Your point of sale application communicates with the reader through either a LAN (using a Terminal SDK) or the internet (using the server-driven integration). When communicating with the reader through the LAN, the reader must connect to the same local network as your point of sale application. If you’re running into issues connecting your reader to the internet, follow the troubleshooting steps to diagnose the issue.

To connect to WiFi or switch networks, go to settings, then select WiFi settings to choose the network and connect. Attempting to join a new network disconnects the reader from any existing wireless connection.

Your WiFi network must use WPA-Personal or WPA2-Personal encryption and be password protected. The BBPOS WisePOS E does not support non-password-protected networks, enterprise networks, or IPV6 networks. Follow the troubleshooting steps to diagnose issues with IPV6 networks. If needed, you can set a static IP on the device from the Wireless settings screen.

Ethernet connectivity requires the use of an optional dock, which provides wired Ethernet connectivity and keeps your smart reader fully charged using the included charging cable. You can purchase the dock separately through the Stripe dashboard. The Ethernet Dock features a 10/100 Ethernet port and rubber feet for stable countertop use.

To set up the dock:

To confirm that the reader is properly docked, verify the reader is charging and the Ethernet icon is visible in the status bar.

Charging icon

Ethernet icon

The BBPOS WisePOS E prioritizes connecting through Ethernet if possible. Even if previously configured for WiFi, the reader switches to an Ethernet connection when connected to the dock with a plugged-in Ethernet cable. If you remove the reader from the dock, it switches back to the WiFi connection.

The BBPOS WisePOS E resets its priority to Ethernet when rebooting. Even if previously configured for WiFi, the reader switches to Ethernet if it detects an Ethernet cable connection while starting up.

If you dock the reader but no Ethernet cable plugged in, it uses WiFi. Regardless of connectivity while docked, you can still connect to WiFi and manage networks on the device.

For more information on Terminals, see the Hardware section.

Terminal Payments

Click on 'Add Payment' and select Card, followed by the Terminal you want to take the payment on (in case you have multiples). The total will be sent automatically to the device; the client only needs to tap their card. The transaction will show a Success message in a few seconds, and the Billing section in Digitail will be updated automatically, marking the invoice as Paid.

📌 For terminal transactions, you can also decide to save the card on file for future use.

Saved Cards on File (only available in 🇺🇸)

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

📌 Cards on file will be available in 🇨🇦 soon.

Online Payments

Once the integration is connected, you will see a payment link on all records and direct sales. You can send the link to the client via chat or email.

This is the checkout your clients will see 👇

Once the payment is complete, the status will get automatically updated in Digitail.

The client will also receive an automatic invoice for the sum paid.

You can check all the transactions, attempts, and payments received in your Digitail Secure Payments Dashboard anytime.

To access your Dashboard, click the Home icon on the Digitail Secure Payments section of the Integration page.

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

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 for the refund to go through.

The WisePOS E, manufactured by BBPOS, is an Android based smartPOS with a 5 inch display that supports PIN on glass. Similar in size to a smartphone, the WisePOS E can be used in-store as a hybrid countertop and handheld reader.

The WisePOS E can be connected to your existing iOS, Android, or JavaScript application over a local network connection via WiFi.

Connectivity: WiFi, Ethernet Payment types: Magstripe, Chip (EMV), Contactless (EMV + NFC), Apple Pay, Google Pay

Stripe readers aren’t liquid-proof and we recommend that users make appropriate efforts to make sure their devices remain dry. If your device has experienced liquid ingress, we recommend that you stop using the device and let it dry thoroughly before attempting to re-use or charge the device. If your device doesn’t properly operate or charge properly after drying, you need to replace it.

Setup Guide: BBPOS WisePOS™ E Setup Guide

Stripe Troubleshooting Guide: BBPOS WisePOS™ E docs

🙋 What is a merchant account?

A merchant account needs to be set up to accept MasterCard, Visa, Discover, and American Express payments. This ensures you are listed as the business 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 add 1-2 business days to your approval.

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

🙋 What is on the application?

The application asks for basic business information like your legal name and tax ID. If you’re a Sole Proprietorship it is your full name and SSN. It will also have 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?

You receive your deposits the next business day. If you process $1,000 on a Monday, you should receive it in your bank account on a Tuesday. You will not receive deposits on weekends or bank holidays.

🙋 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?

All Terminal Payments have to come directly from Digitail, as explained here. This will ensure no invoice or payment gets forgotten, and you can have an accurate, instant status of your payments.