Billing and payments

How to reconcile Stripe, cash, and manual payments

Compare processor and clinic records without recording the same payment or refund twice.

Step by step

1
Open Billing and choose the relevant reconciliation view.
2
Compare invoice payments with Stripe processor transactions or the clinic's cash records.
3
Investigate pending, failed, refunded, or unmatched entries.
4
Record a manual payment or refund only when it occurred outside Stripe and has not already been recorded.

What should happen

Invoices, payment records, refunds, and processor or cash activity agree with a clear source for every entry.