Practice by Numbers

Welcome to PbN Payments. Here, you'll find a comprehensive guide to setting up and managing your PbN Payments system.

Whether you're just getting started or looking to optimize your payment processes, this resource covers everything from initial account setup and integration with your platforms to handling transactions, refunds, and disputes. You'll also find detailed instructions for onboarding your eCommerce and POS systems, maintaining compliance with security standards, and accessing support when needed.

<a href="https://help.practicenumbers.com/*/articles/9980284">Introduction</a> (This article will cover the information below)

- Overview of PbN Payments
- Benefits of Using PbN Payments
- Supported Market and Countries
- Getting Started with PbN Payments

<a href="https://help.practicenumbers.com/*/articles/9980288">PbN Payments Account Setup</a> (This article will cover the information below)

- Required Documentation
- Know Your Customer (KYC) Process

- Verifying Your Practice
  - Required Documentation
  - Know Your Customer (KYC) Process
- Managing Payout Account Settings
- Managing Surcharge Rate

- Patient Portal
- Form Submission Portal
- Payment Portal
- PbN Webapp

- Integration with Your eCommerce Platform
  - Patient Portal
  - Form Submission Portal
  - Payment Portal
  - PbN Webapp
- Testing Ecommerce $1 Transaction

<a href="https://help.practicenumbers.com/en/articles/10140289-understanding-point-of-sale-pos-and-its-role-in-pbn-s-in-person-payment-solutions">Understanding POS</a>

<a href="https://help.practicenumbers.com/en/articles/10140291-supported-point-of-sale-terminals">Supported POS</a>

- <a href="https://help.practicenumbers.com/en/articles/10139717-pbn-point-of-sale-system-s1f2-user-manual">S1F2 User Manual</a>
- <a href="https://help.practicenumbers.com/en/articles/10139724-pbn-point-of-sale-system-p400-plus-user-manual">P400 Plus User Manual</a>

<a href="https://help.practicenumbers.com/en/articles/10140292-ordering-pos-systems">Ordering POS</a>

- <a href="https://help.practicenumbers.com/en/articles/10140289-understanding-point-of-sale-pos-and-its-role-in-pbn-s-in-person-payment-solutions">Understanding POS</a>
- <a href="https://help.practicenumbers.com/en/articles/10140291-supported-point-of-sale-terminals">Supported POS</a>
 - <a href="https://help.practicenumbers.com/en/articles/10139717-pbn-point-of-sale-system-s1f2-user-manual">S1F2 User Manual</a>
 - <a href="https://help.practicenumbers.com/en/articles/10139724-pbn-point-of-sale-system-p400-plus-user-manual">P400 Plus User Manual</a>
- <a href="https://help.practicenumbers.com/en/articles/10140292-ordering-pos-systems">Ordering POS</a>

<a href="https://help.practicenumbers.com/en/articles/10140278-unboxing-your-terminal-castles-s1f2">Unboxing and Adding a Paper Roll to the POS</a>

<a href="https://help.practicenumbers.com/en/articles/10140282-first-time-setup-and-configuration-of-your-terminal-castles-s1f2">Configuration and WiFi / Cellular Connection Setup </a>

<a href="https://help.practicenumbers.com/en/articles/10140283-how-to-retrieve-the-transaction-and-admin-settings-passcodes-for-your-terminal">View Admin Settings and Transactions Passcode for POS</a>

<a href="https://help.practicenumbers.com/en/articles/10140276-how-to-change-the-terminal-name">Changing the Terminal Name</a>

- <a href="https://help.practicenumbers.com/en/articles/10140278-unboxing-your-terminal-castles-s1f2">Unboxing and Adding a Paper Roll to the POS</a>
- <a href="https://help.practicenumbers.com/en/articles/10140282-first-time-setup-and-configuration-of-your-terminal-castles-s1f2">Configuration and WiFi / Cellular Connection Setup </a>
- <a href="https://help.practicenumbers.com/en/articles/10140283-how-to-retrieve-the-transaction-and-admin-settings-passcodes-for-your-terminal">View Admin Settings and Transactions Passcode for POS</a>
- <a href="https://help.practicenumbers.com/en/articles/10140276-how-to-change-the-terminal-name">Changing the Terminal Name</a>

<a href="https://help.practicenumbers.com/*/articles/9980275">eCommerce Payments</a>

<a href="https://help.practicenumbers.com/en/articles/10140285-charging-a-card-on-the-pos-terminal">POS Payments</a>

- <a href="https://help.practicenumbers.com/*/articles/9980275">eCommerce Payments</a>
- <a href="https://help.practicenumbers.com/en/articles/10140285-charging-a-card-on-the-pos-terminal">POS Payments</a>

- PbN Webapp Payments Dashboard
- POS Transaction History

<a href="https://help.practicenumbers.com/en/articles/9980286-refund-feature-in-pbn-payment-services">Processing Full/Partial Refunds via PbN Platform</a>

<a href="https://help.practicenumbers.com/en/articles/10139797-pbn-payments-understanding-our-refund-processing-policy">Refund Policies and Timing</a>

- <a href="https://help.practicenumbers.com/en/articles/9980286-refund-feature-in-pbn-payment-services">Processing Full/Partial Refunds via PbN Platform</a>
- Processing Refunds via POS
- <a href="https://help.practicenumbers.com/en/articles/10139797-pbn-payments-understanding-our-refund-processing-policy">Refund Policies and Timing</a>

<a href="https://help.practicenumbers.com/en/articles/10139800-understanding-disputes-in-pbn-payments">Understanding Chargebacks</a>

- <a href="https://help.practicenumbers.com/en/articles/10139801-understanding-american-express-chargebacks-with-pbn-payments">Understanding the AMEX Dispute Process</a>
- <a href="https://help.practicenumbers.com/en/articles/10139805-understanding-discover-chargebacks-with-pbn-payments">Understanding DINERS/DISCOVER Dispute Process</a>
- <a href="https://help.practicenumbers.com/en/articles/10139809-understanding-mastercard-chargebacks-with-pbn-payments">Understanding the MASTERCARD Dispute Process</a>

- Refund Processing Fees
- Chargeback Fees
- Chargeback Reversed Fees
- 2nd Chargeback Fees

- <a href="https://help.practicenumbers.com/en/articles/10139800-understanding-disputes-in-pbn-payments">Understanding Chargebacks</a>
 - <a href="https://help.practicenumbers.com/en/articles/10139801-understanding-american-express-chargebacks-with-pbn-payments">Understanding the AMEX Dispute Process</a>
 - <a href="https://help.practicenumbers.com/en/articles/10139805-understanding-discover-chargebacks-with-pbn-payments">Understanding DINERS/DISCOVER Dispute Process</a>
 - <a href="https://help.practicenumbers.com/en/articles/10139809-understanding-mastercard-chargebacks-with-pbn-payments">Understanding the MASTERCARD Dispute Process</a>
- Fees
 - Refund Processing Fees
 - Chargeback Fees
 - Chargeback Reversed Fees
 - 2nd Chargeback Fees

<a href="https://help.practicenumbers.com/*/articles/9980289">Card Fee and Surcharge</a>

Card NOT Present / E-commerce Payments - Excluding AMEX Debit/Credit Card Payments

Card Present / POS Payments - Excluding AMEX Debit/Credit Card Payments

AMEX Debit/Credit Card Payments/Credit Card Payments

Maximum Surcharge Limit in Certain States

- <a href="https://help.practicenumbers.com/*/articles/9980289">Card Fee and Surcharge</a>
- Card NOT Present / E-commerce Payments - Excluding AMEX Debit/Credit Card Payments
- Card Present / POS Payments - Excluding AMEX Debit/Credit Card Payments
- AMEX Debit/Credit Card Payments/Credit Card Payments
- Understanding Surcharge
- Credit Card Surcharges
- Surcharge Restriction
- No Surcharge on Debit Card Payments
- No Surcharge in Certain States
- Maximum Surcharge Limit in Certain States

<a href="https://help.practicenumbers.com/en/articles/10140274-terminal-pricing">POS Purchase Options, Leasing &amp; Free Usage Conditions</a>

- <a href="https://help.practicenumbers.com/en/articles/10140274-terminal-pricing">POS Purchase Options, Leasing &amp; Free Usage Conditions</a>
- POS Warranty
- POS Return Policy

- Integration with PMS
- Integration with Patient Portal
- Integration with Grow App
- Integration with PbN Web App

Contact Support: <a href="mailto:support@practicenumbers.com" rel="nofollow noopener noreferrer" target="_blank">support@practicenumbers.com</a>, Phone: 866-216-8416 or via Chat.

- <a href="https://help.practicenumbers.com/en/articles/10139815-pbn-payments-faq">FAQ</a>
- Contact Support: <a href="mailto:support@practicenumbers.com" rel="nofollow noopener noreferrer" target="_blank">support@practicenumbers.com</a>, Phone: 866-216-8416 or via Chat.

Introduction (This article will cover the information below)

PbN Payments Account Setup (This article will cover the information below)

Onboarding

Payment Processing

Transaction Management

Refunds and Disputes Management

Pricing

POS Cost

Integration

Support and Troubleshooting