Setting Up & Using In-Person Card Readers (Stripe Terminal)

Overview & Supported Hardware

• Stripe Reader S700: Handheld/countertop smart terminal with a 7" touchscreen and built-in barcode scanner. Best for high-volume service counters and mobile bay checkout.

• BBPOS WisePOS E: Standard countertop terminal with a 5" touchscreen. Compact footprint for dedicated front-office desks.

• Purchase your Stripe Terminal Reader - You can view a list of all supported devices and purchase one for your shop on Stripe’s website.

One-Time Setup: Enable Terminal Processing

1. In Bay Boss, navigate to Settings\ Integrations\ Configure Stripe.

2. Under Terminal Setup, verify your physical shop address (street, city, state, zip).

3. Click "Initialize Terminal Setup".

4. Once created, your shop will now be able to add one or more Terminal Readers to the system.

Registering a Reader to Your Shop

1. Power on the Reader: Turn on your Stripe reader and connect it to your shop’s Wi-Fi network.

2. Retrieve the Pairing Code: ◦ On the reader screen, swipe in from the left edge (or tap Settings). ◦ Enter admin PIN 07139 (default for Stripe readers). ◦ Tap Diagnostics \ Register Device (or tap Generate Pairing Code). ◦ A three-word pairing code will appear on the reader screen (e.g., hyphen-owl-gold).

3. Register in Bay Boss: ◦ Return to Settings \ Integrations \ Configure Stripe in Bay Boss. ◦ Click "+ Register New Reader". ◦ Reader Nickname: Enter a recognizable name (e.g., "Front Counter 1", "Writer Desk - East"). ◦ Pairing Code: Enter the exact code shown on the physical screen. ◦ Click Register Reader.

4. The device will show as in your list of readers along with Device Type and it’s serial number in your active readers table.

Taking Payment at the Counter (Checkout Flow)

1. Open the customer's Repair Order.

2. Click the Actions button, then "Process Payment".

3. Payment Amount: ◦ The field defaults to the remaining balance due. ◦ If the customer is making a partial payment (split tender or deposit), adjust the amount accordingly.

4. Click "Send to Terminal": ◦ The reader screen lights up, displays the total, and prompts: "Please Tap, Insert, or Swipe Card". ◦ Bay Boss displays a modal: "Waiting for customer on [Reader Name]..."

5. Verify Details and Select Reader: A popup will appear that allows you to select the reader to send the transaction to (if you have multiple readers configured).
1. Select the appropriate reader, or leave the default reader selected.
2. Verify the payment amount is correct.

6. When the customer is ready, click Send to Terminal/

1. Customer Action: The customer taps their phone/card or inserts their chip.

2. Automatic Reconciliation: ◦ The moment the card approves, Bay Boss automatically records the transaction, updates the invoice balance, captures card details (e.g., Visa ending in 4242 - Tap), and presents receipt printing options.

Voiding or Canceling a Pending Terminal Push

1. On the Bay Boss screen, click "Cancel Transaction" on the waiting modal.

2. Bay Boss signals the reader to clear the prompt immediately, returning the device to your shop’s idle welcome screen.

Common Troubleshooting FAQs

• Ensure the reader is on the same local network subnet. If Wi-Fi dropped, power-cycle the device or re-enter the network password in the reader’s internal settings.

• Stripe pairing codes expire after roughly 5 minutes for security. Re-run Diagnostics on the reader to generate a fresh code.

• Yes. Enter the first amount (e.g., half the total) and push to the reader. Once approved, the Work Order status will reflect the reduced balance. Then trigger a second terminal payment for the remaining balance.