Overview
During onboarding, you can choose how to process payments:
Option 1: Use MoeGo Pay (Recommended)
Accept payments directly within MoeGo, including:
Terminal payments
Invoice links
Card on file
You can also connect MoeGo-supported card readers for seamless checkout.
Option 2: Use an External POS
Continue using an external processor (e.g., Square, Clover):
Charge customers outside MoeGo
Manually record the payment in MoeGo for tracking
Note: Payments processed externally will not sync automatically into MoeGo.
Prerequisites
Before getting started, ensure you have:
Owner/Admin access to Payment Settings
Business verification information:
Legal business name
EIN (if required)
Business registration documents
Bank account details for payouts
A compatible device:
Mobile device with Bluetooth (for M2 reader)
Desktop with stable Wi-Fi (for WisePOS terminal)
Proper staff permissions for:
Payment processing
Payment reporting
Step-by-Step Setup
Step 1: Choose Your Payment Method
Option A: Use MoeGo Pay
Best for invoice links, card-on-file, and terminal payments
Option B: Use External POS
Charge the customer using your POS system
In MoeGo:
Go to Settings > Payment
Mark the appointment as paid using a custom/external payment method
Step 2: Complete MoeGo Pay Verification
If you cannot:
Send invoice links
Use card on file
Process payments
Or see verification errors
Follow these steps:
Go to Card Processing
Click Get Started
Complete all required business details
Upload requested documents
Add your payout bank account
Wait for approval
Important: You cannot accept payments inside MoeGo until verification is approved.
Make sure Credit Card (MoeGo Pay) is turned on in Settings > Payment.
Step 3: Purchase Hardware
Web: Payment > Card Processing > Purchase Hardware
Mobile: Settings > MoeGo Pay > Purchase Hardware
Supported devices:
M2 Reader (Bluetooth, no screen)
WisePOS Terminal (Smart terminal with screen)
Step 4: Pair Your Reader
M2 Reader (Mobile Only)
Charge and power on the reader
Enable Bluetooth on your device
Go to:
MoeGo App > Settings > MoeGo Pay > Bluetooth Reader
Follow prompts to pair and test
Tip Handling:
Tips are selected on the phone/tablet during checkout (no screen on device)
WisePOS Terminal (Desktop or Mobile)
Charge and power on the reader
Connect the reader to Wi-Fi
Ensure it matches your device’s network
On the reader:
Go to Settings > Pairing Code
In MoeGo:
Go to Payment > Card Processing > Smart Reader > Add New Reader
Enter the pairing code
Complete pairing and run a test payment
Tip Handling:
Tip selection appears directly on the terminal screen
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)