Connect your Stipe account to Practice CS
Connect your Stripe account to process client payments and migrate eligible client payment methods.
When you connect your account to Stripe, your firm can process client payments securely and efficiently in Practice CS.
- Sign in to Practice CS as an administrator.
- Go to theBilling and A/Rtab in the Firm section.
- SelectConnect Stripe.
- Accept the Stripe license agreement.You'll be redirected to Stripe's onboarding page.
- Do 1 of the following:
- If you have a Stripe account, sign in with your credentials.
- If you don't already have an account, create a new one.
- Review the permissions, then selectAuthorize.
- When you go back to Practice CS, your account will showProcessing. It takes up to 24 hours to migrate all the payment methods.
note
- When you connect your Stripe account, eligible client payment methods migrate automatically.
- All Credit cards will be migrated.
- ACH bank accounts are migrated only if they've been used at least once within the past year.
- Only payment methods that meet these criteria will migrate. You'll need to manually re-enter the ones that don't migrate.
- Migrated payment methods will be attached to client profiles in Stripe.
- Existing transaction history remains accessible in Practice CS.
- For high transaction volumes, contact Stripe Sales for potential custom rates.
