Connect Stripe to your Carepatron workspace to accept client credit card payments, send payment links, and manage billing without manual transfers or card readers.
This guide covers the basics of using your online payments account to streamline client billing.
Sign up for Stripe
At Carepatron, we use Stripe Express to make online payments simple and secure. This means you can start accepting client credit card payments without dealing with bank transfers or card readers. It’s an easy way to save time, get paid faster, and keep your practice’s cash flow healthy.
To sign up for Stripe Express, you’ll need to go through a platform that uses Stripe Connect, since there isn’t a direct link to create an account on your own.
To sign up for a Stripe account:
Go to Settings > Billing > Payment settings.
Click Complete Stripe setup.
Follow the prompts on the Stripe setup page to complete the integration.
Stripe processing rates by region
Carepatron partners with Stripe for secure, integrated payment processing. A processing fee applies to each successful transaction, whether charged at the time of service or from a saved card.
The processing fee for online payments applies to each successful transaction, whether the payment is processed at the time of service or stored for later charging. Please note that processing fees are subject to change and may vary depending on the payment provider or service updates.
Region (currency) | Credit cards & Wallets | Direct debits |
United States (USD) | 2.9% + 60¢ | ACH |
United Kingdom (GBP) | 2.9% + 60p | BACS |
European Union (EUR) | 2.9% + 60¢ | SEPA |
Australia (AUD) | 2.9% + 60¢ | BECS |
Everywhere else | 2.9% + 60¢ |
|
Who pays this fee?
You can pass the fee to your clients or absorb it as part of your charge. In some jurisdictions, passing processing fees to clients is prohibited. You are responsible for complying with applicable laws in your region.
When trying to calculate Stripe fees, do not simply add 2.9% + $0.60 to your base price. The percentage applies to the final amount, so this method will undercharge.
For example, many expect a $100 service to total $103.50, but this results in receiving less than $100 after fees.
Use this formula instead:
Final charge = (Base price + fixed fee) ÷ (1 − percentage fee)
Using the same example, the correct final charge is $103.61, so you receive approximately $100.00 after fees.
Change who pays the processing fee
Go to Settings > Billing > Payment settings.
Click Edit.
Toggle on the processing fee option.
Add a client payment method
Clients can add a payment method during intake through the patient portal. If they did not, you can add it manually from their profile.
Go to Clients and select the client.
Click the Billing tab.
Under Payment methods, click + New payment method.
Enter the card details and click Save.
Card details may also be captured when clients (or practitioners) pay the invoice.
Clients can remove or update their card details from the client portal.
Process a payment with a saved card
When a card is saved on a client's profile, you can charge it in a few clicks.
Go to Billing.
Select the invoice you want to process.
Click Add payment.
Click Pay now.
Send a payment link
Send a client a secure link to pay their invoice online at any time.
Go to Billing>Invoices.
Select the invoice you want to send.
Click Send payment link.
Click Send.
Custom tax rates
You can now change your tax rate according to your jurisdiction
Go to Settings > Billing.
Under Tax rates, click Edit next to the rate you want to update.
To add a new rate, click + New tax rate.
Enter the name and percentage.
Click Save.
Our team is here to help with any questions or concerns. Just open a conversation through the Help channel in your workspace.