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!

To connect your account to Digitail Secure Payments, navigate to Admin → Integrations and click Connect under the Digitail Secure Payments logo.

Follow the steps to create a new account with Stripe, providing necessary business information like your business legal name, registration number, address, list of directors, and proof of bank account. Once Stripe verifies your details, your account will be ready to use.

After activating your Digitail Secure Payments account, you will receive your terminal within 3-5 business days if you signed up with the Quick Start package. Additional terminals can be purchased through Digitail Sales, Onboarding, or Support. The DSP terminals work with the WisePOS E, manufactured by BBPOS, which is a countertop reader for Stripe Terminal apps.

Click on the settings gear from the Integrations page to get to the Terminal locations page. From here, you can set up a new location with one or more terminals (you will need the registration/pairing code displayed on the physical device).

From here you can review all your Terminal locations, add new locations or new terminals to the existing locations, or remove them if needed.

Install the battery by removing the back cover and inserting the battery into the slot. Charge the reader by connecting the provided cable to 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, the device is expected to be left on for extended periods. With a full charge, the battery should last about eight hours.

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

Swipe right from the left edge of the reader screen to reveal the Settings button. Enter the admin PIN 07139 to update WiFi settings or generate a pairing code for device registration. The battery status is displayed at the top right of the settings screen.

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.

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.

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.

Regional Considerations

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.