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Stripe integration

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40 comments

  • Jeffrey Young

    In my case, Simple Practice is showing that a charge has been made and an invoice is created...and then it doesn’t show up on the Stripe side. Same issue? 

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  • Amanda Bergstrom

    Hey Jeffrey, yes same issue. I haven't received a helpful response from simple practice so I'm switching to square for the time being.

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  • Shannon Davenport

    Shannon D.

     

    i can not access Stripe.  When I go to my account and then settings, I do not see anything related to integration. 

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  • Gillian

    Amanda, Jeffrey, you can see your payouts under Insights > Payout Report and card transactions under Billing > Card Transactions. It's all in SimplePractice now - your Stripe dashboard will no longer show this data. For more information, check out our Online Payments FAQs here: https://support.simplepractice.com/hc/en-us/articles/360024419532-Online-Payments-FAQs

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  • Gillian

    Amanda, after re-reading your post, I think you may be running cards as Manual Credit Card transactions instead of Stripe Credit Card transactions. That's why you're not seeing payouts or charges on your client's cards. Can you let me know if this is the case?

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  • Mabel Yiu

    How do I issue a refund? This Stripe Integration is terrible!

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  • Amanda Bergstrom

    Hi Gillian, it is not the case that I'm  running them as manual transactions.

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  • Gillian

    Mabel, you can issue a refund in SimplePractice by visiting Billing > Card Transactions, finding the transaction, and clicking Refund. Amanda, have you had a moment to reach out to our Success team directly? Let me know if you'd like me to create a request on your behalf.

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  • claudia amendola

    Hi Gillian,

    I followed your instructions and when I found the transaction there was no "refund." I agree with the above posters, the integration has made things more difficult for us. 

     

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  • Gillian

    Claudia, the Refund button is all the way to the right of the transaction - you may need to scroll right to see it. Let me know if you're still having trouble. 

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  • claudia amendola

    Oh wow, that worked! Thank you so much for your very quick response!

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  • Catherine Barber

    Gillian, Stripe is not  working. Period.  I'm emailing to SP and not getting any help.  My client was billed (double), on Insights, it shows it was billed.  I go to to my Stripe account and nada, nothing.  I email with Michael who says SP shows the payment as by check. It is not. Client is signed up with autopay. This really is ridiculous. I'm new to SP and NOT happy. This was my first use of Stripe and I'm very frustrated.  I really need support with this. 

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  • Gillian

    Hi Catherine, I'd be happy to help. I'll inform Michael, the Success team member that you are working with, that you're still having some issues and we will get right on it. 

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  • Ever Weiss

    Its frustrating that Simplepractice would remove my ability to track payments through Stripe. Stripe charges me a fee to use their service and since the "intergration" or what it seems like simplepractice being selfish...the stripe dashboard was easier to see what payments came through at the office. 

    Why limit access to information simplepractice?

    Make it so I can use the stripe dashboard if I want, its easier than to go down the rabbit hole to find the information through simplepractice, 

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  • Gillian

    Ever, we're committed to helping. Can you clarify what you'd like to track in SimplePractice so I can point you in the right direction?

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  • Nick Venegoni

    Gillian, my challenge with this new set up is that my bookkeeper was able to login to the Stripe dashboard to gather all the info she needed to do the books. Now it's not there, and I don't feel comfortable giving her access to my SP account just for books. AND I don't see anyway on the SP card transactions page to print out a report I could send to her.

    Any ideas on how to help her get that info confidentially?

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  • Gillian

    Hi Nick, you can export the Card Transactions report then de-identify it in Excel. Just click "Export" under Billing > Card Transactions. 

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  • Permanently deleted user

    I'm also very confused about when payouts arrive at my account. The payout amounts do not line up with the cc charges and I can't tell what I'm actually receiving payment wise.  This is very frustrating and never was a problem before.

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  • Mabel Yiu

     I have the same sentiment with what Nick said. My bookkeeper used to be able to get that information automatically through straight without my involvement. With  proposed solution, I have to manually export and then send it to my bookkeeper? That’s not for efficient. 

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  • Nick Venegoni

    Mabel - Yes, exactly! Now I'm doing work that I'm already paying my bookkeeper to do for me!

    I also wonder if this is a way for SP to make us upgrade our accounts just so that our bookkeepers can get limited access, and for SP to make more money off us. For me it would be an extra $300/year.

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  • Mabel Yiu

    Yeah Nick. So not happy about this. I’m not sure what is the purpose of integration.

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  • Gillian

    Hi Mabel and Nick, bookkeepers can join your SimplePractice account at no extra cost as Billers. Then they'll have access to all of the information they need to keep your books. Elizabeth, you can see the estimated payout date under Insights > Payout Reports. 

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  • Nick Venegoni

    Gillian, are you saying this is the case for ALL membership levels? That was not my understanding.

    According to the help page, only Professional level accounts can add Billers.

    If this is NOT so, can you instruct me on how to add the Biller at my current membership level?

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  • Gillian

    My apologies, Nick, I didn't realize you were on the Essential plan. Every practice is different - it's up to you whether you'd prefer to upgrade so you can add your biller for free, or if you'd prefer to stay on the Essential plan to receive a better value. 

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  • Amy Prieb

    There is no way to bring up gross and net quarterly reports without having to add up all the individual transactions which is so painstaking.  Is there a faster and easier way to do this for quarterly tax reportings?

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  • Gillian

    Hi Amy, you can export this report into Excel to quickly tally the numbers for quarterly tax reporting. 

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  • Christie Gibson

    I'm confused as to the difference between a manual credit card payment and a Stripe CC payment. I have one client who's credit card is run as a manual cc. I see that the credit card has been charged, but my payout is not reflecting those payments. Why am I not receiving that money with the rest of my payments?

     

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  • Gillian

    Hi Christie, I'd be happy to help. Manual Credit Card means that the card was processed outside of SimplePractice and Online Payments, i.e. through a 3rd-party card processor. When you enter a Manual Credit Card payment, the card is not charged, but a payment is recorded. To remedy this, delete the past Manual Credit Card Payments, and process past and future payments as Stripe Credit Card Payments. Then, you'll receive funds from that client's card transactions the way you do with other clients. 

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  • Diana Goldstein

    I ran transactions through Stripe on 1/14 and 1/15.  Today is the 19th and these payments have yet to be deposited to my bank.  These were my first-ever Stripe payments, does it always take so long?  Square is so much more prompt...

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  • Gillian

    Hi Diana,

    Payouts of your available account balance are made daily and contain payments processed 2 business days prior (this is how long it takes for your pending account balance to become available on this schedule). For example, payments received on a Tuesday are paid out by Thursday, and payments received on a Friday are paid out by Tuesday.

    Taking a look at Billing > Card Transactions, I do see the payments entered on 14th and 15th were successfully processed. You can also track information on your payouts by going to Reports > Payouts. Here you will be able to view the transactions included in each payout, as well as the estimated arrival in your bank account once the payout has been initiated. For payouts that are still accumulating you will be able to view the estimated amount of future payouts.

    Another thing to keep in mind is that Stripe's transactions are run in UTC or Coordinated Universal Time, which is several hours ahead of timezones in the United States. This means if you run a charge late in the day or evening, it can be attributed to the next day.

    If you'd like to learn more about what could delay a payout, please see this guide from our Help Center: Online Payments FAQs.

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