Configure how your practice gets paid: payment processor, invoice defaults, tax rates. This is one-time setup that everything else (invoices, no-show fees, auto-charges) builds on.
Payment processing with Stripe
Stillpoint uses Stripe Connect. Each practice connects its own Stripe account, which means:
- You keep your own Stripe dashboard.
- Funds settle into your bank account directly, on Stripe's payout schedule.
- You can issue refunds, view payouts, and handle disputes from your Stripe dashboard.
Connect Stripe
- Open Settings → Billing.
- Click Connect Stripe.
- Follow Stripe's onboarding flow (business info, bank account, identity verification).
- Once verified, your payment status shows as Active in Stillpoint.
What you can do once connected
- Clients pay invoices via a secure Stripe-hosted link in their email.
- Save cards on file for clients (with their consent).
- Auto-charge cancellation and no-show fees per your policy.
- Process refunds via your Stripe dashboard.
Invoice defaults
Configure defaults applied to new invoices:
- Payment terms (e.g., due on receipt, net 15, net 30).
- Invoice notes as default footer text.
- Invoice numbering with your preferred starting number and prefix.
Tax rates
- Add one or more named tax rates (HST, GST, sales tax, etc.).
- Apply them per line item on invoices.
- Tax shows as a separate line on the invoice.
Tips
- Complete Stripe onboarding before sending your first invoice. Without it, the payment link doesn't work.
- Use the Stripe dashboard for refunds and disputes; Stillpoint doesn't duplicate those flows.
- Document your payment terms and cancellation policy in the default invoice notes so they're visible on every bill.