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Stripe

Prerequisites

Pilot uses Stripe for payment processing. Check out Stripe Pricing for more information on their pricing.

Setup​

  1. Navigate to Admin -> Integrations -> Stripe
  2. You will be asked to follow the link to create your Stripe account. This link is the only way to create a new Stripe account through Pilot. If you don't finish the setup process, you will be able to return and finish it later. The integration setup is not complete until you finish the Stripe's application.
  3. Once you are done, you'll be able to navigate to Stripe dashboard on the same page using the provided link.

Integration Details​

Pilot does only multiple things with Stripe:

  1. Customer Management: Create and manage customers in Stripe. Every time you invoice a case, we automatically sync the billing account information into Stripe.
  2. Autopay. If you have autopay enabled for a billing account, on the specified autopay day, the system will automatically check multiple conditions to run autopay:
    1. The billing account has autopay enabled and that day is today
    2. The billing account has a valid payment method on file
    3. The billing account has an outstanding balance
  3. Payment Processing Fees: You are responsible for paying Stripe the processing fees. If the "charge processing fee" is enabled on the billing account, we will automatically calculate the fees and add them to the total amount that the customer is charged during Client Portal payment process. (This will also create an invoice with an invoice number that starts with "PPF-", followed by some digits.) If it is disabled, the payout you will receive will be the total amount minus the processing fee.
  4. Payments: Whenever your customers pay through our Client Portal, we will automatically create a corresponding payment in Stripe and sync the payment status. Payments done with credit cards sync immediately, while ACH payments and Bank Transfers may take a few days to process.

Every autopay attempt and payment attempt is logged into the Lab Events tables. On the dashboard's action items section, you will see "Critical Events for Review". On each billing account page, you can view the payment history and related events.