Switching from Stripe to Practice Better Payments: Steps for Existing Customers with Stripe linked to Practice Better

The steps below will help customers with an existing Stripe standard account linked to Practice Better seamlessly transition to Practice Better Payments.

⚠️ Please be sure you have time to complete these steps consecutively to avoid any payment disruptions.

While Practice Better Payments does not currently support Stripe Capital, you can still make payments toward your outstanding Stripe Capital balance using your Practice Better Payments account balance. Learn more. 

Migrate your Stripe (standard) account to Practice Better Payments

If you are unable to complete all the steps below, one after another, you can temporarily relink your existing Stripe account to Practice Better either after completing your Practice Better Payments application (Step 3 below) or after copying all payment information from your existing Stripe account and adding it to your new Practice Better Payments account (Step 5 below).

You can't relink to your existing Stripe account while the Sync Client process is occurring (Step 6 below).

When you are ready to relink to Practice Better Payments, first Unlink Stripe and then select Enable next to Practice Better Payments.

1. Go to your Settings > 3rd Party Integration page.
    
2. Click Unlink next to Stripe.
    
3. Select Set Up next to Practice Better Payments and complete your application.
    
4. After completing your Practice Better Payments application, go to the Payments Dashboard through the Settings (gear icon) at the top right of your Practice Better portal.
   Ensure the status of your Practice Better Payments account is Enabled or Completed. 
   Note: if it is any other status, you must wait for Stripe to verify your new account and mark it Enabled or Completed.
   
    
5. Once your new Practice Better Payments account status is in good standing, you will need to copy all payment information from your existing Stripe account and add it to your new Practice Better Payments account.
   • Follow the instructions in this Help Article: The Stripe PAN (Primary Account Number) Copy Tool
      
6. Please ensure you have completed the above steps before proceeding.
   Next, it is time to match the billing information in Practice Better Payments (Stripe) to your Practice Better client records. 
    
7. Go to your Payments Dashboard > Sync Clients tab and click the Start Sync button. Learn more about this feature.
   
    
8. When you select the Start sync option, you will be presented with a dialogue box asking if you want to Add new clients when no matches exist. 
   • Select this option to add new clients to Practice Better if we can't find a match based on name and email address.
     
   • ⚠️ Verify and update clients' first and last names and emails in your Stripe dashboard to exactly match corresponding client profiles in your Practice Better portal client list. If the names and emails don't exactly match between Stripe and your Practice Better client list when you sync, new client profiles may be created with the payment information saved under the new client.
     You can merge clients in Practice Better if this happens.
      
9. Once this sync process is complete, you will receive an email notification that looks like this:
   
    
10. Review the Sync Client summary from the Sync Clients tab.