Connect Stripe
Connecting Stripe turns an invoice from a document into something a client can settle in a browser. It also lets an event type take payment at the moment of booking, which is the most reliable way to reduce no-shows for assessments.
How to do it
- 1
Open Settings, then Integrations
Find the Stripe card and choose Connect. You need a Stripe account, or you will be walked through creating one.
- 2
Complete Stripe's onboarding
Stripe asks for your business and bank details directly. Soap Notes never sees or stores the card details of anyone who pays you.
- 3
Send an invoice with a payment link
Once connected, invoices can be settled online and the payment is recorded against the invoice automatically.
Questions
- Which plan includes Stripe?
- Teams. On other plans you can still invoice and record payments manually; what Teams adds is the client paying by card and the reconciliation that follows.
Related guides
Last reviewed 2026-09-04.