How to create an invoice
The Stripe integration is accessed via the Hero App toolbar. The App toolbar can be accessed whenever a patient is 'in context' on the selected page. Specifically, you can raise an invoice:
When viewing a patient's dashboard
When viewing an appointment
To create an invoice, click the Stripe icon in the Hero App toolbar:
Once the Stripe App is opened you'll see past invoices and the Stripe settings for the selected patient (if you're viewing the Stripe App on an appointment, you'll also see a tab for invoices associated with the selected appointment).
To create a new invoice, click 'Create Stripe invoice':
You'll then be presented with the invoice builder. This allows you to construct and send an invoice to a customer.
On the invoice builder, the primary actions are to:
Review the patient details
Review, and if necessary change the Stripe customer (the individual or entity responsible for paying the invoice) - by default, the Stripe customer will be the same as the patient, but you can set a different default Stripe customer for each patient (see this article)
Add items to the invoice
How to add items to your invoice
When you click into the Items search, you can start searching your Stripe product catalogue (see this article for how to add items to your Stripe catalogue). For example, this GIF shows what you would see if you searched in our Demo Practice for a "Full blood count".
If the item doesn't already exist in your Stripe catalogue, you can also select one of the available options to add or create an item.
Adding a 'one-time item', will allow you to create an item for invoicing that is not stored or remembered
Creating a new Stripe product will create a new product in your Stripe catalogue, which you can then use again in the future
Add product from EMIS/Systm1, will allow you to retrieve a list of recent SNOMED coded items for the selected patient, and then match these with billable items in your product catalogue
How to change the Stripe customer
You can change the Stripe customer on the invoice by de-selecting the green switch labelled "Use the patient's default Stripe customer", and then searching for an alternative Stripe Customer. If you need to create a new Stripe customer, you can do so by selecting the "Add new Stripe customer" option (this will direct you into Stripe to create a new customer profile).
Additional invoice options
When you create an invoice, you also have options to:
Link to appointment - Associate this invoice with an appointment booked by the patient
Add a Diagnosis - A diagnosis will be shown on the PDF invoice issued to the patient
Add a Memo - Add a Memo to the PDF invoice
Add a Footer - Add a Footer to the PDF invoice
Mark the invoice as Confidential - Hide the patient's details from the PDF invoice
What does the Stripe customer receive?
Once you've created the invoice, the selected Stripe customer will be sent an email confirming the invoice and including a link to make a payment. The styling of this email (example shown below) can be updated within the Stripe brand settings.
The Invoice PDF contains details of the patient (unless marked as confidential), Stripe customer and (where included) the Diagnosis, Memo and/or Footer.
