Accepting Payments using Stripe or Square

Link your Stripe or Square account to start accepting payments through Practice Better.

Practice Better does not store any client credit card information on our servers. All credit card information collected will be stored in either your Stripe or Square account. Learn more

• Linking your Square Account
• Linking your Stripe Account
• Accepting payment for an invoice

Linking your Square Account

Go to Settings & Preferences > 3rd Party Integration:

Under the Billing & Payments section, click the Link button beside the Square option.

A popup window will appear asking you to enter your Square credentials. Once you've signed into Square, you'll be prompted to Authorize Practice Better to create and manage payments on your behalf. Confirm and consent by clicking the Allow button at the bottom of the form.

Once permission has been granted, you'll see a popup confirming Square has been linked successfully to your Practice Better account.

Next, you'll be asked to confirm the location which can process credit card transactions. Typically there should only be one option here. Select the location then click Save Changes.

At this point, your Square account is now linked to Practice Better and you're ready to accept payments online. Note, standard Square transaction fees apply for each successful charge on your account. 

If you're new to Square, check out the Square docs on how to get started with your new account.

Linking your Stripe Account

Go to Settings & Preferences > 3rd Party Integration

Under the Billing & Payments section, click the Link button beside the Stripe option. Note, you can only link either Square or Stripe to Practice Better, but not both at once.

A popup window will appear asking you to enter your Stripe credentials. Once you've signed into Stripe, you'll be prompted to Authorize Practice Better to create and manage payments on your behalf. Confirm and consent by clicking the Connect my Stripe account button at the bottom of the form.

Once permission has been granted, you'll see a popup confirming Stripe has been linked successfully to your Practice Better account.

If you're new to Stripe, be sure to activate your account and follow additional instructions for verifying your bank account and receiving payouts.

Accepting payment for an invoice

Once you link your Stripe or Square account, your account is automatically set up to accept payments for invoices.

What does this mean? 

When creating new invoices, the "Accept payment for this invoice..." checkbox will be automatically enabled:  

Once you send an invoice to a client for payment, they will receive an email notification with instructions on how to pay.

This email will contain a Pay Invoice button which will redirect your client to a page where they can review the invoice and enter their credit card details for payment: