Before You Begin
Podium supports the BBPOS WisePOS™ E card reader. You’ll need to set up the card reader before you can use it to take payments. For instructions, see “Setting Up In-Store Card Readers (BBPOS WisePOS E).”
Taking a Card Reader Payment
After you’ve set up and connected your card reader, you can begin taking payments in Podium. After entering the customer’s contact info, you can add a description of the item(s) and the amount due. Podium will send the customer a receipt automatically via text or email depending on the information provided during the checkout process.
To take a card reader payment:
- Click the + button.
- Click Payment.
- Select a card reader.
- Enter the customer’s name.
- Enter the customer’s phone number or email address.
- Add a description of the item or service and the amount that is due. If necessary, you can add additional items to the payment request by clicking the add (+) icon.
- Optionally, include an invoice number.
- If there is more than one bank account, select a bank account.
- Click Card Reader.
- Click Create charge.
- Have the customer tap, insert, or swipe their card.
- If you want, you can Send a review invitation to the customer; or, if you are ready to take a payment from another customer, click Start another payment.
