Carepatron

In this article you will be able to integrate your Stripe account which will allow you to collect payment directly from your Carepatron workspace. Follow these steps to set up how and when to bill, invoice, and collect payment from your clients:

Getting Started with Billing in Carepatron

1. Set Up your Stripe Account 
2. Set Up your Billing Settings 
3. Set Up your Invoice Settings 
4. Request Payment / Send a New Invoice 

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Stripe is a payment service that allows you to request payment from your clientele directly through your Carepatron workspace. Setup is easy, just follow the steps as shown when prompted and your Stripe account will be ready to go in no time. 

Note: If you already have a Stripe account, follow the same steps to connect to your existing account.

Go to Settings &gt; Billing &amp; Payments &gt; Billing Details

Click on "Setup Payments" and provide your information as requested.

1. Go to Settings &gt; Billing &amp; Payments &gt; Billing Details
 
 
 
 
2. Click on "Setup Payments" and provide your information as requested.

Now 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 &gt; Billing &amp; Payments &gt; Billing Details.

Set up the information as needed in the "Billing settings", "Tax rates", and "Billing address" sections.

1. Go to Settings &gt; Billing &amp; Payments &gt; Billing Details.

2. Set up the information as needed in the "Billing settings", "Tax rates", and "Billing address" sections.
 
 
 
3. Save all your changes when done.

Carepatron allows your outgoing invoices to show your practice’s logo and theme. Follow these steps to set them up:

Go to Settings &gt; Billing &amp; Payments &gt; Invoices

Go to "Invoice Templates" and click "edit".

Now select the invoice template, add your logo, choose a theme, and add the rest of the information as needed.

Go to "Invoice Reminders" to set up any payment reminders.

1. Go to Settings &gt; Billing &amp; Payments &gt; Invoices
 
 
 
2. Go to "Invoice Templates" and click "edit".
 
 
3. Now select the invoice template, add your logo, choose a theme, and add the rest of the information as needed.
 
 
4. Go to "Invoice Reminders" to set up any payment reminders.

4. Request Payment / Send a New Invoice

Once your "Billing &amp; Payments" settings have been completed, you can invoice your clients and request payment for a service by following these steps:

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 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"

1. Go to "Billing &amp; Payments"
   
    
2. Select "+ New Invoice" and fill out the required information.
   
    
3. 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
   
   

4. Click "Create", you will be redirected to a page including the invoice and options to send payment link and/or add a payment method
   
    
5. Click on "Send payment link" in the top right
   
    
6. 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.