Set up patient payments with Stripe

GRIT uses Stripe to process patient payments. Your practice gets its own Stripe account, payments land directly in your bank account, and GRIT never holds your money. Setup is a one-time, roughly five-minute task.

Before you start

Have these on hand — Stripe asks for them during setup:

• Your legal business name and address
• Your EIN (or SSN for sole proprietors)
• The bank account where payments should land (routing + account number)

Connect your Stripe account

1. In GRIT, go to Settings → Payments.
2. Click Connect with Stripe. Stripe’s secure setup opens in a new tab — GRIT stays open behind it.
3. Work through Stripe’s form: business details, your identity, and your bank account.
4. When you finish, come back to the GRIT tab. Your status updates automatically.

What the statuses mean

• Pending verification — Stripe is reviewing your details. This usually takes 1–2 business days. Nothing to do but wait; GRIT checks the status for you.
• Restricted — Stripe needs one more piece of information. Click Complete Onboarding and it will take you straight to whatever is missing.
• Active — you’re live. The Collect Payment button appears on patient billing, and patients can pay their balance from the portal.

Taking payments once you’re active

• In the office: open a patient → Billing → Collect Payment. Enter the amount and the patient’s card. The payment posts to their balance ledger automatically, with the card brand and last four saved on the record.
• From the portal: patients see their balance and can pay it themselves with a card. They can also save cards to their account for faster checkout next time.
• Receipts: every successful payment gets a Stripe receipt link, visible on the payment record and in the patient’s payment history.
• Refunds: open the payment in your payment history and refund it — full or partial. The balance ledger updates to match.

Visit charges post to the patient’s balance automatically when you sign the note, so the front desk always sees an up-to-date amount owed.

Troubleshooting

• The Stripe tab said my link expired. Go back to Settings → Payments — GRIT mints a fresh link and sends you straight back into setup where you left off.
• I finished the form but GRIT still says Pending. That’s Stripe’s verification window, not a stuck screen. If it’s been more than two business days, open the Stripe form again via Complete Onboarding — Stripe will show anything it’s still waiting on.
• Collect Payment isn’t showing. It only appears once your account status is Active — check Settings → Payments.