Module Overview
CompanyOn integrates with Stripe to allow agencies, clinics and practitioners to process secure online payments for:
• Appointments/Services/Products
• Online booking Payments
• e-invoices
• Marketplace product purchases
• Prepaid credit notes
• Client payment links
Stripe integration allows clinics to:
• Accept online credit and debit card payments
• Process electronic invoice payments
• Manage online product sales
• Enable online booking payments
• Track payment activity securely inside CompanyOn
How to Integrate CompanyOn with Stripe
Log into CompanyOn
Open the Admin menu
Navigate to Settings
Review the Terms and Conditions carefully
Review the Stripe processing fees
Click the Registration tab
Register or open a Stripe Connect account
Complete the Stripe onboarding process
Connect your bank account
Authorize the integration with CompanyOn
Save the integration settings
Important Information Before Connecting Stripe
Stripe is a third-party payment processing vendor connected to CompanyOn.
Before activating online payments, clinics should carefully review:
• Stripe Terms and Conditions
• Stripe processing fees
• Payout timelines
• Refund requirements
CompanyOn provides this functionality based on Stripe’s payment processing services and policies.
Understanding Stripe Processing Fees
Stripe charges processing fees for online transactions.
Important:
• Fees are deducted from the total transaction amount
• The deposited amount received in your bank account will reflect the payment minus Stripe processing fees
• Stripe fees are controlled by Stripe and may vary depending on transaction type or region
Understanding Stripe Payout Timelines
Funds processed through Stripe are not deposited instantly.
Important:
• Payouts may take approximately 5 to 7 business days to appear in your bank account
• Processing timelines are controlled by Stripe and banking institutions
• Initial payouts may occasionally take longer during account verification
Understanding Refund Requirements
If an online payment needs to be refunded:
• The Stripe account must have a sufficient available balance
• Refunds are processed against the available Stripe balance
If sufficient funds are not available:
• Refund processing may be delayed until additional funds are available within the Stripe account balance
What Happens Next
• CompanyOn becomes connected to your Stripe account
• Online payment workflows become available
• Payment processing can begin immediately once setup is completed
Best Practices
• Read all Stripe Terms and Conditions carefully before registration
• Verify banking information carefully
• Monitor payout timelines regularly
• Review Stripe fee structures periodically
• Maintain sufficient account balances for potential refunds
How to Enable Online Booking Payments
Stripe integration allows clinics to collect online payments during appointment booking.
This can include:
• Full payments
• Deposits
• Advance payments
Steps to Enable Online Booking Payments
Ensure Stripe integration is active
Open the My Business module
Navigate to Online Services Setup
Select the services that require online payments
Configure the payment requirements
Save the settings
What Happens Next
• Clients can pay online while booking appointments
• Payments are processed securely through Stripe
• Payment activity appears automatically inside CompanyOn
Important Notes
• Stripe integration is required for online booking payments
• Practitioner availability still controls scheduling access
• Services must be published online to support booking payments
How to Send Electronic Invoices for Online Payment
Electronic invoices allow clients to receive secure payment links through email.
Clients can:
• Open invoices online
• Pay securely through Stripe
• Complete payment electronically
Steps to Send an E-Invoice
Open the Billing module
Select the invoice
Click Send Invoice
Confirm the client email address
Send the invoice electronically
What Happens Next
• The client receives a secure payment link
• Stripe processes the payment securely
• Payment status updates automatically inside CompanyOn
Best Practices
• Verify email addresses before sending invoices
• Review invoice accuracy carefully
• Ensure Stripe integration is active before using e-invoices
How Stripe Works with the Online Store
Stripe integration allows clinics to sell products directly through the CompanyOn online marketplace.
Clients can:
• Purchase products online
• Pay electronically
• Select pickup or shipping options
Requirements for Marketplace Payments
• Active Stripe integration
• Published products
• Online store activation
• Shipping or pickup configuration
Online Product Purchase Workflow
Client accesses the online store
Client selects a product
Client chooses shipping or pickup
Stripe processes the payment
The order is recorded automatically
How Stripe Works with Credit Notes
Stripe can also process advance payments used for:
• Credit notes
• Gift certificate-style balances
• Prepaid services
• Future product purchases
Common Workflows
• Clients prepaying for future services
• Family members purchasing prepaid balances
• Promotional prepaid packages
What Happens Next
• The prepaid balance becomes available inside the client account
• Credits can later be applied toward invoices or products
How to Refund Stripe Payments
Refunds for online credit card or debit card payments processed through Stripe should always occur before:
• Invoice annulments
• Receipt annulments
If invoices or receipts are annulled first:
• Refund workflows may no longer be available
Steps to Refund a Stripe Payment
Open the Billing module
Navigate to Payments
Select the payment or receipt
Click Refund
Confirm the refund amount
Process the refund
Important Refund Information
• Refunds are processed against the Stripe balance available in the connected account
• If insufficient balance exists, refunds may be delayed
• Stripe processing fees may not always be returned depending on Stripe policies
Best Practices
• Verify refund amounts carefully
• Complete refunds before annulments
• Add internal notes explaining refund activity
• Monitor Stripe balances regularly
How to Track Stripe Payments
Open the Billing module
Review invoices or payments
Open payment history
Review completed payment activity
What Can Be Tracked Via Reports
• Payment amounts
• Payment dates
• Refunds
• Partial payments
• Outstanding balances
• Online payment history
• Stripe transaction activity
Best Practices
• Review payment activity regularly
• Monitor refund workflows carefully
• Verify payment statuses frequently
• Monitor payout timelines and deposits
How to Troubleshoot Stripe Payment Issues
Verify Stripe integration is connected
Confirm the Stripe account is active
Verify internet connectivity
Review payment configuration settings
Confirm the client payment method is valid
Common Payment Issues
• Expired cards
• Bank authorization failures
• Incomplete Stripe setup
• Invalid payment details
• Connectivity issues
• Insufficient Stripe balance for refunds
Best Practices
• Keep Stripe account information updated
• Review failed payments regularly
• Verify banking information periodically
• Monitor Stripe account notifications closely
FREQUENTLY ASKED QUESTIONS
Is Stripe Required for Online Payments?
Yes. Stripe integration is required for:
• Online booking payments
• Electronic invoices
• Marketplace purchases
• Online product sales
Can Clients Pay Invoices Online?
Yes. Clients receive secure payment links through electronic invoices.
Can Stripe Be Used for Marketplace Purchases?
Yes. Stripe processes online marketplace and product payments.
Can Stripe Process Deposits for Appointments?
Yes. Stripe can process deposits or full payments during online booking workflows.
How Long Do Stripe Payouts Take?
Payouts may take approximately 5 to 7 business days to appear in the connected bank account.
Why Might a Refund Fail?
Refunds may fail or become delayed if:
• The Stripe account does not have sufficient available balance
• The original payment has already been reversed improperly
• Stripe account restrictions exist
Are Stripe Fees Deducted Automatically?
Yes. Stripe processing fees are deducted automatically from the total payment amount before deposits are transferred to the connected bank account.