Comprehensive Guide to PbN Payments Setup and Management

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. 

Introduction (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

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

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

Onboarding

    eCommerce Onboarding

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

    POS Terminal Onboarding

• Understanding POS
• Supported POS
  • S1F2 User Manual
  • P400 Plus User Manual
• Ordering POS 

    Configuring POS

• Unboxing and Adding a Paper Roll to the POS
• Configuration and WiFi / Cellular Connection Setup 
• View Admin Settings and Transactions Passcode for POS
• Changing the Terminal Name

Payment Processing

    Initiating a Payment

• eCommerce Payments
• POS Payments

Transaction Management

    Reviewing Transactions

• PbN Webapp Payments Dashboard
• POS Transaction History

Reconciling Payments

Refunds and Disputes Management

    Handling Refunds

• Processing Full/Partial Refunds via PbN Platform
• Processing Refunds via POS
• Refund Policies and Timing

    Chargebacks and Disputes

• Understanding Chargebacks
  • Understanding the AMEX Dispute Process
  • Understanding the VISA Dispute Process
  • Understanding DINERS/DISCOVER Dispute Process
  • Understanding the MASTERCARD Dispute Process
• Fees
  • Refund Processing Fees 
  • Chargeback Fees
  • Chargeback Reversed Fees 
  • 2nd Chargeback Fees

Pricing

• Card Fee and Surcharge
• 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

POS Cost

• POS Purchase Options, Leasing & Free Usage Conditions
• POS Warranty 
• POS Return Policy

Integration

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

Support and Troubleshooting

• FAQ
• Contact Support: support@practicenumbers.com, Phone: 866-216-8416 or via Chat.