Please note that due to the circumstances around COVID-19, we are seeing a significant increase in the number of help requests to our Customer Success group and we're working to respond as quickly as possible. We do strongly encourage you to take advantage of all the free resources we have available. Thank you for your patience and understanding. 


Client payments: Card processing in SimplePractice

In SimplePractice you can quickly get set up to process all major credit, debit, FSA, and HSA cards for client payments. All you need to do is add your bank details - you don't have to worry about card readers or terminals.

Go to My Account > Settings > Billing and Services > Online Payments tab and carefully follow the steps below to add your information for each section and then find out what you can expect from the verification process:

Business Details

Entering your Business Details in SimplePractice

  • Business type
    • Select the choice that best reflects your business type:
      • Sole proprietor/Individual
      • Corporation
      • LLC
      • Non-Profit
  • Business name 
  • Country
    • Select the country where the account representative resides or that the business is legally established.
      • For example, if you are in the United States and the business or user you’re creating an account for is legally represented in Canada, use Canada as the country for the account being created.

Important: Once set, the country cannot be changed.

  • EIN (US) or Business Number (CA)
    • Your Employer Identification Number (EIN) is a unique nine-digit number assigned by the Internal Revenue Service (IRS).
    • Your Business Number (BN) is a unique nine-digit number assigned by the Canada Revenue Agency (CRA).
  • Statement descriptor
    • This is the information that will show on your clients' bank statements. Use the name for your business that your clients will recognize to help prevent unintended chargebacks. 
      • Enter between 5 and 22 characters.
      • Must contain at least 5 letters.
      • Cannot use the special characters <>, \, ' or ".
    • Please note that if you do not enter a statement descriptor, it will default to SimplePractice LLC.

Tip: Chargebacks are forced transaction reversals that are initiated by the cardholder’s bank. They are meant to serve as a consumer protection mechanism. Learn more here: Credit card processing: Steps to take when a client disputes a charge.

  • Business address 

Bank Details

Entering your Bank Details in SimplePractice

  • For CA businesses
    • Currency
      • USD or CAD
  • Account holder name
  • Based on your business location, enter:
    • For US businesses
      • Routing number
        • Routing number location
      • Account number 
        • Account number location
      • Confirm account number
    • For CA businesses
      • Transit number
        • Transit number location
      • Institution number
        • Institution number location
      • Account number
        • Account number location
      • Confirm account number

Note: This must be a debit account and not a savings account.

Business Representative Details

Fill out your Business Representative Details

This information is used to ensure the bank details match the identity of the business representative. The business representative is the person who can make decisions on behalf of this account.

  • First Name
  • Last Name
  • Date of birth 
  • Social Security Number (US) or Social Insurance Number (CA)
  • Home address

Your Identity Verification

Verify your identified with an accepted legal document

This verification is used to confirm your identity and protect you from identity theft. Please upload a copy of a valid government-issued ID. Once it has been reviewed, you will be able to receive payouts.

Note: You can choose to upload your identity verification or save it for later by checking the Do this later checkbox.

You can choose to upload one of the following by dragging or browsing for a file to upload:

  • Passport
  • Driver's license
  • Identity card

Your file must meet these requirements:

  • Copy of identification must be in color
  • Image must be in good quality and legible
  • File size limit is 5 MB
  • File types supported: JPG, JPEG, and PNG

After you're able to upload your file, review the Stripe Terms and Conditions, check the checkbox confirming that you've read and accept the Terms and Conditions, and press Save.

Accept Stripe's Terms and Conditions

What happens next?

Once you've successfully entered the required information, there are three states that your account can go into:

  • Verified
    • We'll send you an email letting you know that your account has been verified.
  •  Pending
    • On average, it takes 3-5 days to get verified.
    • You may need to provide additional information, but we'll reach out and let you know if this is the case.
    • You still have the ability to charge clients' cards and to receive payouts up to a certain amount in your account at this time. Please note that the amount your account is authorized to process while in the pending state can vary.
  • Unverified
    • We'll reach out and let you know what other actions need to be taken.

Note: The integration fee for Stripe is 2.95% + $0.30 for each successful charge. There are no fees for refunds that you process.

Important:  If there's suspected fraud on your account, you'll receive a banner notification letting you know that we've disabled your account due to this suspicion. Reach out to our team and we'll work with you.

Tip: You can learn more about processing credit cards in this guide: Charging, refunding, and setting up AutoPay for clients with your Stripe account.

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