📝 Overview

Stripe integration is available and allows users to quickly process payments directly from their account. Take payments via terminals, cards stored securely on file and card key-ins. With Stripe, some key benefits are:

Accept online appointment deposits
Sunbit, Buy Now Pay Later option for your clients
Automate Wellness Plan billing
Securely store client cards on file
Send “Pay Now” invoices via email or the PetCare Mobile App
Offer seamless, one-click refunds
Improve billing accuracy and streamline reconciliation

💡 To get signed up, please contact us at [email protected].

💡 To learn more about Stripe payments, click the button below.

Click Here

💳 How to Take a Payment

Taking a payment using Stripe is seamless and allows for 3 types of payment methods. Learn how to take a take a payment using a terminal, keying in a card, or storing a card on file. Once you are onboarded to Stripe, you will see the 3 payment types listed in your account:

Credit Card on Terminal (Stripe)
Credit Card on File (Stripe)
Credit Card Keyed-In (Stripe)

Click the arrow to learn how to take a payment with Stripe

Taking Payment with a Terminal

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When taking a payment, select Credit Card on Terminal (Stripe) as the payment method.

A Terminal field will appear, where you can chan choose the terminal you are taking payment on (if you have more than one terminal).

Once you click Save (on a new payment) or Check Out (from an appointment), the selected terminal will be prompted where the payment can be processed.

Saving a Card on File & Taking Payment with a Card on File

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There are 3 ways to add a client card on file. Either from the client profile, when taking a payment using the option Credit Card on File (Stripe), or when taking a payment via Credit Card Keyed-In (Stripe). To add a client's card on file from their profile, follow the steps below:

Navigate to the client's profile
Click on the Billing tab
Select New Transaction
Select New Payment Method
Complete the form that appears

To add a card on file from a new payment, follow the steps below:

Choose the Credit Card On File (Stripe) payment type
Click on the Payment Method box then select Add New
Complete the form that appears

To learn how to save a card on file from the Credit Card Keyed-In (Stripe), see the section Taking a Payment by Keying In Credit Card Information.

If the client already has a card on file, simply follow the above steps and select the card on file from the Payment Method dropdown.

Taking a Payment by Keying In Credit Card Information

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To key in a credit card for payment, select Credit Card Keyed-In (Stripe) from the Payment Method dropdown when taking a payment.

Click Next on the bottom right and you will be prompted to key-in the credit card. Fill in the information and have the client sign

Payment Disputes (Chargebacks) - Stripe

Support Docs link: Disputes and fraud

There is a dispute resolution process through which you can respond and submit evidence to make your case that the payment was valid.

Please note that the full lifecycle of a dispute, from initiation to the final decision from the bank, can take as long as 2-3 months to complete.

Login to Stripe as an admin
From the Dashboard go to Payments
Go to Dispute

Voiding / Refunding a Payment - Daysmart Vet

Positive charges to customer cards can still be “voided” but not within DaySmart Vet software. If charges are refunded before they are batched, Stripe will handle the logic to either void or refund the transaction, depending on the timing.

Unfortunately, refund with Stripe work differently, and are only able to be voided in very specific circumstances.

If a transaction is processed, the full payment can be refunded via the refund to card option available via the gear icon on the right-hand side of the payment.

Processing a Refund - Stripe

If you are unable to find a transaction or payment inside DaySmart Vet software because it was collected outside of the software, you can do it inside your Stripe account.

Log into your Dashboard
Click on Payments
Find the charge to be refunded in the Payments overview page.
Click on the Refund button
1. If you click on the 3 dots button there is another Refund payment button.
2. If you click on the payment to view it, there is another Refund… button
Choose a Refund amount, full amount by default or change it if it is a partial amount.
Choose a Reason
1. If you choose other, a note is required
Press Refund

Support site link: Refund a customer : Stripe: Help & Support

Payout and Balance Reporting - Stripe

From their Stripe account, click on Balances
Click on Payouts
You can view them or Export them.

Ordering Credit Card Devices - Stripe

1. Login to Stripe as an admin

a. If you are doing this for them, choose Connect, then choose their account name

b. Choose the 3 dots button and view the dashboard as…

2. Go to Payments

3. Go to Readers

4. Click on

Shop

5. Choose the correct device!

a. The BBPOS WisePOS™ E Dock does work with the BBPOS WisePOS™ E and allows an ethernet connection. It will have a power cord with it that is required for it to work.

6. Choose Quantity

7. Click