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Connect Payments and Hardware

Get MoeGo Pay verified, connect your card reader, and fix the issues that come up most often during setup.

Written by Marina

MoeGo Pay is MoeGo's integrated payment solution. It connects card payments, invoice links, cards on file, checkout, payouts, and reporting to your client and appointment records.

Before you start

Make sure you have:

  • Owner or Admin access to Payment Settings

  • Your business verification details — legal business name, EIN, and supporting documents

  • Bank account details for payouts

  • A compatible device:

    • Mobile device with Bluetooth, for the M2 reader

    • Desktop with stable Wi-Fi, for the WisePOS terminal

  • Staff permissions set for payment processing and payment reporting


Step-by-Step Setup

Step 1: Complete MoeGo Pay verification

You can't accept card payments in MoeGo — invoice links, card on file, or checkout — until verification is approved. Do this first.

  1. Go to Card Processing

  2. Click Get Started

  3. Complete your business details

  4. Upload the requested documents

  5. Add your payout bank account

👉 See Set Up MoeGo Pay for details.

Then make sure Credit Card (MoeGo Pay) is turned on in Settings → Payment.

📖 Field-by-field help:

[Complete Your MoeGo Pay Verification] covers what each field is asking for and which IRS documents work.


Step 2: Purchase Hardware

Supported devices

Device

What it is

M2 reader

Bluetooth, no screen. Tips are selected on your phone or tablet at checkout.

WisePOS terminal

Smart terminal with a screen. Tips are selected on the terminal itself.

If you already have a reader

You may not need to buy one. If you have a MoeGo BBPOS WisePOS E or an M2 reader, it may be possible to connect it rather than replace it.

Contact support with:

  • A photo of your reader

  • The reader's serial number

We'll confirm whether it can be connected and set you up if so.

📝 Readers from other providers won't work with MoeGo Pay, even when the model looks identical. If yours isn't one of the two above, you'll need a supported reader.

If you need to buy one

  • Web: Payment > Card Processing > Purchase Hardware

  • Mobile: Settings > MoeGo Pay > Purchase Hardware


Step 3: Pair Your Reader

M2 Reader (Mobile Only)

  1. Charge and power on the reader

  2. Enable Bluetooth on your device

  3. Go to:

    • MoeGo App > Settings > MoeGo Pay > Bluetooth Reader

  4. Follow prompts to pair and test

Tip Handling:

  • Tips are selected on the phone/tablet during checkout (no screen on device)

👉 See Set Up Bluetooth Reader for details.

WisePOS Terminal (Desktop or Mobile)

  1. Charge and power on the reader

  2. Connect the reader to Wi-Fi

    • Ensure it matches your device’s network

  3. On the reader:

    • Go to Settings > Pairing Code

  4. In MoeGo:

    • Go to Payment > Card Processing > Smart Reader > Add New Reader

  5. Enter the pairing code

  6. Complete pairing and run a test payment

Tip Handling:

  • Tip selection appears directly on the terminal screen

👉 See Set Up Smart Reader for details.


Troubleshooting

Payments Not Working (Invoice, Card on File, Checkout)

  • Likely cause: MoeGo Pay not verified

  • Solution: Complete verification under Verify Now

Verification Fails

  • Ensure business name matches official documents

  • For EIN verification:

    • Provide SS-4 or official EIN confirmation via secure support channel

Reader Won’t Connect

  • Ensure device is powered on and fully charged

  • Confirm Bluetooth (for M2) or Wi-Fi (for WisePOS) is enabled

  • Completely power off the reader and power on to retry pairing

Duplicate Charges / Missing Refund Option

  • If two payments were charged but only one is refundable:

    • It is possible that one of the payment will be dropped once status convert from pending to success

    • If not, contact support for investigation and refund processing

Cannot Refund Tip Only

  • On Smarter Invoice:

    • Tip-only refunds may not be supported

    • Contact support for the safest resolution

Disputes Tab Is Empty

  • Check date/time filters (web and mobile)

  • Adjust filter range

  • If still empty, contact support


Common Mistakes

  • Attempting payments before verification is approved

  • Using staff accounts without payment permissions

  • Expecting external POS payments to sync automatically

  • Adding tips after checkout and expecting automatic fee recalculation


When to Contact Support

Reach out if you encounter:

  • Verification issues (rejections, document mismatch, EIN problems)

  • Hardware issues (exchange, shipping, setup help)

  • Payment issues (duplicate charges, payout holds, missing disputes, refund errors)

  • Account configuration questions (custom rates, payout schedules, billing policies)

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