Private-pay clients can pay their invoices online through Careswitch's Stripe-powered payments. Here's what to set up, how clients pay, and how the convenience fee works. (Insurance / third-party payers are billed through claims, not this flow.)

First, your agency completes payment setup — a quick Stripe onboarding — from the Billing area. Once that's done, you can collect card and ACH (bank) payments. To put a client's payment method on file, you send them through a secure Stripe checkout: cards verify instantly, while ACH requires a quick micro-deposit verification.

When you send an invoice, the client receives an email with a secure payment link (a Stripe-hosted invoice) showing the line items, any convenience fee, and the total. They can pay from that link, or you can charge a saved payment method — either when you send the invoice or later. There's no recurring autopay, though; each invoice is handled on its own.

If an electronic payment fails, the invoice is marked Failed — just retry it (there's no automatic retry).

Optionally, you can pass the electronic-payment processing fee to the client. When it's turned on (a workspace-wide setting), the fee is:

The fee is disclosed on the invoice, and you can name an alternative (fee-free) way to pay — for example, mailing a check — so clients can avoid it.

No — third-party payers are billed via claims. Online payment and the convenience fee apply to private-pay invoices only.

Not individually — it's a workspace-wide on/off setting. You can, however, offer an alternative payment method that avoids the fee.

You can choose to automatically charge a saved card or bank account when you send a given invoice, but there's no ongoing recurring autopay across invoices.

The invoice is marked Failed and you can retry the charge. For ACH, the client may need to re-verify their bank account.