In this article, you will learn how to integrate your Stripe account, allowing you to collect payments directly from your Carepatron workspace.
Follow these steps to set up how and when to bill, invoice, and collect payment from your clients:
1. Set up your Stripe account
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.
Navigate to the Billing page.
Go into the Payment settings section.
Select the Complete Stripe setup button. This will take you to Stripe.
Proceed with the next steps on your screen to integrate Stripe into Carepatron.
2. Set up your billing settings
Now that your Stripe account has been set up, let’s look at your billing settings, where you can select the currency, tax rate, and add your billing address.
Go to Settings > Billing > Billing Details.
Set up the information as needed in the "Billing settings", "Tax rates", and "Billing address" sections.
Save all your changes when done.
3. Set up your invoice settings
Carepatron lets your outgoing invoices display your practice’s logo and theme. Follow these steps to set them up:
Go to Settings > Billing > Invoices
Go to "Invoice Templates" and click "edit".
Now select the invoice template, add your logo, choose a theme, and add the remaining information as needed.
Go to "Invoice Reminders" to set up any payment reminders.
4. Request Payment / Send a New Invoice
Once your "Billing" settings have been completed, you can invoice your clients and request payment for a service by following these steps:
Go to "Billing."
Select "+ New Invoice" and fill out the required information.
Next, include the services you are billing the client for. You will notice you can select a date, the service provided, modify the price and tax, and add more than one service to your invoice
Click "Create", you will be redirected to a page including the invoice and options to send a payment link and/or add a payment method
Click on "Send payment link" in the top right
Make sure the information coincides with your client's contact information and hit "Send."
Note: You can also invoice a client from their session(s) in the calendar. or inside their client record.
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.