Payments Stripe Terminal, Credit and Debit Card Reader, POS Point of Sales

Our Stripe POS integration lets you send a payment request directly to a terminal at a station in just a few clicks, all during a live video call with your client via our web app.

By clicking the POS icon during the call, the receptionist can upload an invoice, enter the amount, client’s name, email address, and a transaction description to display on the station. The client then pays on the terminal and automatically receives the invoice and receipt by email.

Please note, this feature is available exclusively with the Enterprise plan.

Below are the steps to add this feature to your Virtual Front Desk setup.

Step 1:
Create your Stripe account here: https://stripe.com

Step 2:
Order your Stripe Terminal S700 here: https://stripe.com/en-ca/terminal/s700

Step 3. Integration
From the Payment menu of your Virtual Front Desk dashboard, link your Stripe account.



Select the Stripe account you want to connect.

Select the location where you want to add the payment terminal (reader).

Click "Add a Payment Terminal"
 

Select the station where you want to add the reader. Enter the required information along with the pairing code displayed on your Stripe S700 reader, then click Save changes.

You’re all set! A green "operational" status indicates your reader is ready to accept payments. Repeat these steps to add additional readers as needed.
 

(The reader's information has been automatically added to your Stripe account.)
 

How to send payment requests to the station
 

During a live video call, click the credit card icon. Upload the invoice, enter a description, the client’s name and email, and the payment amount. Then click Send to Terminal. The amount will appear on the terminal for the client to complete the payment.
 

The invoice will appear on the station, and the payment amount will be displayed on the card reader.

 

After the transaction is complete, a copy of the invoice and receipt will be emailed to the customer. For easy reference, all transactions are saved in the Virtual Front Desk Dashboard under the History tab > Transaction Logs.
 

For accounting and reporting, all transactions can be accessed in your Stripe account dashboard.