Stripe Invoicing & Billing
Learn how Intelligent Office Suite leverages Stripe to handle copays, calculate custom quotes, and charge active providers securely.
Overview
Intelligent Office Suite provides native Stripe integration to collect payments before visits, invoice patient accounts, and calculate monthly plan renewals based on clinical staff seat counts.
Billing Actions Supported
- Dynamic Checkout Sessions for clinic subscription plans (Free, Call Center, Custom).
- Instant copay payment collection links dispatched directly via Patient secure messaging.
- Automatic provider tier reconciliation depending on active users in the database.
Getting Started
Setting up your Stripe invoicing and billing integration is straightforward. Follow these steps to begin accepting secure patient payments:
1. Sign Up & Activate
Create your account at stripe.com and complete the activation process to start accepting payments.
2. Configure Keys
Retrieve your Publishable and Secret API keys from the Developer dashboard. Configure these credentials inside the OfficeSuite secrets dashboard.
Need Developer References?
For complete API specs, custom SDK operations, and billing configuration details, check the official Stripe Documentation.
Patient Copay & Billing Flow
When collecting copays or sending patient invoices, the transaction is processed through a secure, webhook-reconciled pipeline:
1. Payment Request Triggered
A clinic staff member initiates a copay charge or billing request inside the OfficeSuite dashboard.
2. Checkout Session Creation
OfficeSuite securely communicates with Stripe to generate a customized Checkout Session URL for the specific patient and amount.
3. Secure Payment Link Delivery
The payment link is automatically dispatched to the patient via secure text messaging (SMS) or email.
4. Webhook Reconciliation
Once the patient completes payment, Stripe fires a secure webhook event to OfficeSuite, automatically updating the invoice status in the database to "Paid".