Billing Configuration

Billing Configuration

Set up your payment processing and configure default billing behavior for your practice. These settings streamline your invoicing and payment collection workflow.

Payment Processing

Stillpoint integrates with Stripe for secure payment processing:

• Connect your Stripe account to accept online payments
• Clients can pay invoices directly via a secure payment link
• Payments are deposited into your connected bank account

Setting Up Stripe

1. Navigate to Settings > Billing in the sidebar
2. Click Connect Stripe
3. Follow the Stripe onboarding flow to link your account
4. Once connected, your payment status shows as active

Billing Defaults

Configure defaults that are applied to new invoices:

• Payment terms -- Default due date offset (e.g., due on receipt, net 15, net 30)
• Invoice notes -- Default footer text that appears on all invoices
• Invoice numbering -- Starting number and prefix for your invoice sequence

Tax Settings

• Enable or disable tax on invoices
• Set your default tax rate
• Tax is calculated and displayed as a separate line on invoices

Tips

• Complete your Stripe setup before sending your first invoice to ensure smooth payment collection
• Set reasonable payment terms to encourage timely payment
• Include your cancellation and payment policies in the default invoice notes
• Test the payment flow by creating a draft invoice and previewing it