Payment
The in-person sale is recorded in the Stone operation.
Stone Integration
Connect Stone to the Smartbis loyalty program.
The integration captures sales made on the Stone card machine, processes points or cashback instantly, and allows validating vouchers directly in the Smartbis app installed on the POS. To use the card machine, you must first have a Smartbis account and register the terminal in the Integrations menu of the Control Panel.
Origin of payment
Loyalty engine
Connected flow
Integration ready
01
Paid saleOn-site payment recorded by Stone.
entry02
Informed phone numberAfter payment, the customer enters the phone number in the Smartbis app.
Customer03
Benefit creditedCashback or points are processed immediately.
loyaltyMobile Phone
The Smartbis app asks if the customer participates in the program.
Credit
The program calculates and credits points or cashback.
Return
WhatsApp and email invite the customer to buy again.
Step by step
How to activate integration with Stone.
The flow starts with the Smartbis account. Then the app is installed on the card machine and the terminal is registered in the Control Panel before first use.
STEP 01
Create or sign in to your Smartbis account
To use the integration, your company needs an active Smartbis account. If you already have an account, sign in to the Control Panel as usual.
STEP 02
Install the Smartbis app on the POS
Download the Smartbis app on the Stone machine so that sales, benefit credits, and voucher validation happen on the device itself.
STEP 03
Register the card machine in the Control Panel
In the Smartbis Control Panel, go to Integrations, find Stone and click Connect. Register and associate the terminal with the correct operation or unit before attempting to use it.
STEP 04
Define program rules
Choose how cashback, points, vouchers, validity, and campaigns should behave for in-person sales captured by the machine.
STEP 05
Test a sale on the POS
After the customer pays, the Smartbis app asks if they are part of the program. They enter their phone number and receive points or cashback instantly.
STEP 06
Validate vouchers at the machine
In the Smartbis app, there is a Validate voucher button. The team enters the voucher number, confirms its use, and the receipt is printed.
What connects
The integration transforms in-person payments into relationships.
Smartbis uses the sale captured on the machine and the phone number entered in the app to apply rules, credit benefits, and keep the return functioning without manual campaign dependence.
Sale captured on POS
Stone payments serve as a trigger to generate benefits according to the program settings.
App identification
After payment, the Smartbis app asks if the customer participates in the program. The customer provides the phone number and receives the credit instantly.
Cashback, points, and vouchers
The rules define how much the customer earns, how they will be notified, and how the voucher can be validated directly at the POS.
WhatsApp Marketing
Automatic messages notify the customer about benefits, redemption, and next steps.
After the connection
The program continues running after the customer pays.
The integration is not just technical. It creates a simple routine to turn in-person sales into immediate credit, redemption on the machine itself, and tracking of return.
Balance generated from the paymentThe benefit can consider the purchase value, campaign rules, and in-store operation conditions.
Direct validation at the machineIn the Smartbis app, the team taps on Validate voucher, enters the voucher number, and prints the validation receipt.
Credit without complex registrationAfter payment, the customer enters their phone number in the machine app and receives points or cashback instantly.
Automatic messages after the saleWhatsApp Marketing and email reduce reliance on manual campaigns to bring the customer back.
Common questions about Stone and Smartbis.
What to do when “This terminal is not registered” appears?
This message means the card machine has not been linked to your Smartbis account yet. Go to the Smartbis Control Panel, open Integrations, find Stone, click Connect and register the terminal. After completing the registration, return to the Smartbis app on the card machine and try again.
Do I need to change my payment operation?
No. The integration works with the existing operation, using sales captured at Stone as the source for the loyalty program.
Does the POS import customers automatically?
No. In the POS, the integration captures sales from the machine. After payment, the Smartbis app asks for the customer's phone number to credit points or cashback.
Is the voucher validated automatically at the POS?
Yes. Validation happens directly in the Smartbis app installed on the machine. The team enters the voucher number, confirms validation, and prints the receipt.
Stone Activation
Create Smartbis account
Connect your payments to the loyalty program.
Use in-person sales captured at Stone to create cashback, points, vouchers, automatic communication, and redemption validation directly at the machine.