📝 Overview
Stripe integration is available and allows users to quickly process payments directly from their account. Take payments via terminals, cards stored securely on file and card key-ins. With Stripe, some key benefits are:
Accept online appointment deposits
Sunbit, Buy Now Pay Later option for your clients
Automate Wellness Plan billing
Securely store client cards on file
Send Pay Now invoices via email or the PetCare Mobile App
Offer seamless, one-click refunds
Improve billing accuracy and streamline reconciliation
💡 To get signed up, please contact us at [email protected].
💡 To learn more about Stripe payments, click the button below.
💡 If you need to order new devices, please click the button below.
💳 How to Take a Payment
Taking a payment using Stripe is seamless and allows for 3 types of payment methods. Learn how to take a take a payment using a terminal, keying in a card, or storing a card on file. Once you are onboarded to Stripe, you will have 4 payment types listed in your account to use with integrated payments:
Credit Card on Terminal (Stripe) - Directly connects to card terminal
Credit Card on File (Stripe) - Securely store a client's card in your system
Credit Card Keyed-In (Stripe) - Ability to type a card number in for payment
Pay Online - This option allows for an invoice to be emailed or texted to a client where they can easily pay through the link
Bank Debit - This allows clients to pay and securely store their bank debit account information for direct payments when paying invoices online.
Taking Payment with a Terminal
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When taking a payment, select Credit Card on Terminal (Stripe) as the payment method.
A Terminal field will appear, where you can chan choose the terminal you are taking payment on (if you have more than one terminal).
Once you click Save (on a new payment) or Check Out (from an appointment), the selected terminal will be prompted where the payment can be processed.
Saving a Card on File & Taking Payment with a Card on File
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There are 3 ways to add a client card on file. Either from the client profile, when taking a payment using the option Credit Card on File (Stripe), or when taking a payment via Credit Card Keyed-In (Stripe). To add a client's card on file from their profile, follow the steps below:
Navigate to the client's profile
Click on the Billing tab
Select New Transaction
Select New Payment Method
Complete the form that appears
To add a card on file from a new payment, follow the steps below:
Choose the Credit Card On File (Stripe) payment type
Click on the Payment Method box then select Add New
Complete the form that appears
To learn how to save a card on file from the Credit Card Keyed-In (Stripe), see the section Taking a Payment by Keying In Credit Card Information.
If the client already has a card on file, simply follow the above steps and select the card on file from the Payment Method dropdown.
Taking a Payment by Keying In Credit Card Information
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To key in a credit card for payment, select Credit Card Keyed-In (Stripe) from the Payment Method dropdown when taking a payment.
Click Next on the bottom right and you will be prompted to key-in the credit card. Fill in the information and have the client sign
Bank Debit
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Bank debit type is based on clinic's Locale configuration. Bank debit uses different local payment networks depending on the customer's country:
United States – ACH
United Kingdom – BACS Direct Debit
Eurozone – SEPA Direct DebitThis setting is off by default.feature, follow the steps below.
How to Enable Bank Debit
Navigate to Settings > Payments
Select Bank Debit
Toggle the feature to Active from the far right
Customers Paying with Bank Debit
When an invoice is sent to a client for payment, they can pay with bank debit when they select the Pay Now option. Click the link below this section to learn how to send invoices for online payment.
How to use it
When paying an invoice via a Pay Now link (SMS/email) or through the PetCare app/web portal, clients will see Pay with Bank Account option alongside card options if bank debit is enabled.
The client enters their bank account details, which Stripe verifies instantly where possible.
Clients must review and accept the required authorization/mandate language before the payment can be submitted.
After submitting, the invoice shows as Pending until the bank confirms the payment, then updates to Paid. If the bank declines or reverses it, the invoice reopens and is marked Failed/Rejected.
In the PetCare app, clients can choose to save their bank account after a payment so future payments are quicker, similar to a saved card.
Payment history and receipts clearly label the method used (e.g., "ACH Direct Debit," "Pre-Authorized Debit," "BECS Direct Debit") along with its status.
💡 Click the button below to learn about how to collect an online payment.
🪙 Payment Disputes (Chargebacks) - Stripe
Click the arrow to learn about payment disputes
Click the arrow to learn about payment disputes
Support Docs link: Disputes and fraud
There is a dispute resolution process through which you can respond and submit evidence to make your case that the payment was valid.
Please note that the full lifecycle of a dispute, from initiation to the final decision from the bank, can take as long as 2-3 months to complete.
Login to Stripe as an admin
From the Dashboard go to Payments
Go to Dispute
Voiding / Refunding a Payment - Daysmart Vet
Positive charges to customer cards can still be “voided” but not within DaySmart Vet software. If charges are refunded before they are batched, Stripe will handle the logic to either void or refund the transaction, depending on the timing.
Unfortunately, refund with Stripe work differently, and are only able to be voided in very specific circumstances.
If a transaction is processed, the full payment can be refunded via the refund to card option available via the gear icon on the right-hand side of the payment.
🔙 Processing a Refund - Stripe
If you are unable to find a transaction or payment inside DaySmart Vet software because it was collected outside of the software, you can do it inside your Stripe account.
Click the arrow to the learn how to process a refund
Click the arrow to the learn how to process a refund
Log into your Dashboard
Click on Payments
Find the charge to be refunded in the Payments overview page.
Click on the Refund button
If you click on the 3 dots button there is another Refund payment button.
If you click on the payment to view it, there is another Refund… button
Choose a Refund amount, full amount by default or change it if it is a partial amount.
Choose a Reason
If you choose other, a note is required
Press Refund
Support site link: Refund a customer : Stripe: Help & Support
⚖️ Payout and Balance Reporting - Stripe
If you need to find your payouts list and export them, please follow the steps below.
From their Stripe account, click on Balances
Click on Payouts
You can view them or Export them.