Soap Notes + Stripe
Process invoices and payments through Stripe.
Stripe is Soap Notes' default payment processor. Generate invoices, take card and ACH payments, set up recurring subscriptions for ongoing coaching packages, and handle refunds — without ever leaving Soap Notes. Stripe handles the money, Soap Notes handles the client relationship. Payouts land in your bank on Stripe's standard schedule.
What this integration does
- Send Stripe-powered invoices directly from a session or client
- Accept card and ACH payments — no Stripe dashboard needed
- Recurring subscriptions for monthly retainers and packages
- Payment status syncs to the matching client + session record
- Issue refunds from inside Soap Notes
How to connect Stripe
Three steps. Around two minutes.
- 1
Connect your Stripe account
Settings → Integrations → Stripe → Connect. Sign in to Stripe and approve via OAuth — no API keys to manage.
- 2
Set default payment methods
Choose which payment methods to accept (cards, ACH, Apple Pay) and which currency. These defaults apply to all new invoices.
- 3
Send your first invoice
Open any client → Billing → New invoice. Pick a session or package, send via Stripe, and track payment status in Soap Notes.