Taking a Payment Using an In-Store Card Reader

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:

  1. Click the + button. taking1.png

  2. Click Payment.taking2.png

  3. Select a card reader.
  4. Enter the customer’s name.
  5. Enter the customer’s phone number or email address.
  6. 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.
  7. Optionally, include an invoice number.
  8. If there is more than one bank account, select a bank account.
  9. Click Card Reader.
  10. Click Create charge.
  11. Have the customer tap, insert, or swipe their card.
  12. 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.