Overview
CompanyOn allows clinics and practitioners to process secure credit and debit card payments directly through the platform using Stripe integration.
Payments can be processed:
• From the appointment window
• From the Billing module
• Through electronic invoices
• Through online booking workflows
• Through marketplace purchases
Supported payment methods include:
• Visa/Mastercard Debit cards
• Credit cards
Important Requirements
Before processing card payments:
• Stripe integration must already be activated
• A Stripe Connect account must be linked to CompanyOn
• Online Processing Payments must be enabled through Settings
How to Process a Card Payment from an Appointment
Open the appointment
Navigate to the Pay tab
Select the Stripe option as the payment method
Enter or process the client card information
Confirm the payment amount
Process the payment
What Happens Next
Once processed:
• The payment is automatically attached to the invoice
• A receipt is generated
• Payment activity is recorded inside the Billing module
• The transaction is processed securely through Stripe
How to Process a Card Payment from the Billing Module
Open the Billing module
Select the invoice
Click Pay
Select the Stripe payment method
Enter or process the card information
Confirm the payment amount
Process the payment
Important Stripe Information
Processing Fees
Stripe processing fees apply to all online card transactions.
Important:
• Fees are deducted automatically from the total payment amount
• Deposits reflect the payment minus Stripe processing fees
Payout Timelines
Funds are not deposited instantly.
Important:
• Payouts may take approximately 5 to 7 business days to appear in the connected bank account
• Initial payouts may occasionally take longer during account verification
Refund Requirements
If a payment needs to be refunded:
• Refunds should be processed before annulling invoices or receipts
• The Stripe account must have sufficient balance available for the refund
Best Practices
Recommended Best Practices
• Verify payment amounts carefully before processing
• Confirm client information before charging cards
• Review Stripe balances regularly for refund workflows
• Process refunds before annulling invoices or receipts
• Monitor payment activity daily
Frequently Asked Questions
Can Payments Be Processed Directly from an Appointment?
Yes. Payments can be processed directly through the Pay tab inside the appointment window.
Can Payments Be Processed from the Billing Module?
Yes. Payments can also be processed directly from invoices inside the Billing module.
Is Stripe Required for Card Payments?
Yes. Stripe integration is required for online credit and debit card processing.
Can Clients Pay Invoices Online?
Yes. Electronic invoices can be sent with secure payment links.
How Long Do Payouts Take?
Payouts may take approximately 5 to 7 business days to appear in the connected bank account.
What Happens If an Invoice Is Annulled Before a Refund?
Refund workflows may no longer be available if the invoice or receipt is annulled before the refund is processed.