Billing Configuration

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

1. Open Settings → Billing.
2. Click Connect Stripe.
3. Follow Stripe's onboarding flow (business info, bank account, identity verification).
4. 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.