Connect Stripe to your Carepatron workspace to accept client credit card payments, send invoices, and track payments all in one place.
This article covers how to connect Stripe and configure your billing settings so you can collect payments directly from your Carepatron workspace.
In this guide:
Set up your Stripe account
Carepatron uses Stripe Express to process online payments securely. Once connected, you can accept client credit card payments without bank transfers or card readers.
To connect Stripe:
Go to Settings > Billing > Payment settings.
Click Complete Stripe setup.
Follow the prompts on the Stripe setup page to complete the integration.
Important: It's not possible to link an existing Stripe account. Even if you already use Stripe for other purposes, the setup will always create a new, separate account.
Set up your billing settings
Configure your currency, tax rate, and billing address.
Go to Settings > Billing > Billing Details.
Update the Billing settings, Tax rates, and Billing address sections as needed.
Click Save.
Set up your invoice settings
Customize your outgoing invoices with your practice logo and branding.
Go to Settings > Billing > Invoices.
Under Invoice Templates, click Edit.
Select a template, upload your logo, choose a theme, and fill in any remaining details.
Go to Invoice Reminders to configure automatic payment reminders.
Send an invoice and request payment
Once billing is configured, you can invoice clients and request payment for services.
Go to Billing>Invoices tab.
Click + New Invoice and fill in the required fields.
Add the services you're billing for. For each line item, you can set the date, service type, price, and tax rate. Add multiple services as needed.
Click Create. You'll be taken to the invoice page.
Click Send payment link.
Confirm the client's contact details and click Send.
You can also create an invoice directly from a client's appointment in the Calendar or from within their client record.
Our team can answer questions you may have. Just open a conversation through the Help channel in your workspace.