Billing & payments

Stripe, invoices, estimates, payments, refunds and memberships.

15 articles

Connecting Stripe for patient paymentsConnect the practice's existing Stripe account or create a new one from Settings, check whether charges and payouts are ready, and control card-saving settings for patient intake and online payments.9 min read

Invoicing patients and collecting paymentsReview patient invoices in list or board view, create and edit draft invoices, issue them to patients, and collect or record payments. Use the organization-wide Invoices page, a patient's billing page, or a visit's invoice card depending on your role and workflow.17 min read

Estimates (billing quotes)Review the quote attached to a visit, send it to the patient, track whether it was accepted or declined, and turn an accepted quote into a draft invoice.6 min read

Payment links and charging a card on fileCopy a pay link from an invoice, charge a patient's saved card when the invoice is eligible, and understand why these payment actions may be unavailable.7 min read

Refunds, voids, and recording offline paymentsRecord payments taken outside Ona, refund overpayments or specific payments, and void invoices that should no longer bill the patient. You can do this from the practice-wide Invoices page or from a patient's Invoices page.6 min read

Collecting copaysReview the expected copay for a visit, issue or update a copay invoice from a claim, and open the visit invoice after billing the copay.8 min read

Setting up memberships and recurring billingEnable memberships, create monthly or yearly recurring plans with included items and optional fixed terms, review enrolled patients by plan, and understand what happens when you edit or archive a plan.9 min read

Enrolling a patient in a membershipTurn memberships on, create a plan with services, packages, and custom items, enroll a patient from their chart, and review status, payment progress, and included coverage details.8 min read

Invoice statusesUse this reference to understand invoice status groups, amount labels, refund banners, and insurance-related line labels on the Invoices page and a patient's Invoices section, including member discount and included-service amounts, the Board view, row badges, and billing profile labels.8 min read

Promo codesSwitch promo codes on for your organization, manage the codes your practice offers, and understand where patients can apply them during booking and payment.6 min read

Choosing the logo on invoices and superbillsUpload, replace, or remove your practice logo for invoices, superbills, and other patient-facing pages. Changes are staged until you save the organization's settings page.3 min read

Memberships in the patient portalTurn memberships on for your organization, understand what patients can do with them in the portal, and know how plan changes affect current members.6 min read

Auto-charge after insuranceTurn on organization-wide auto-charge after insurance, set the notice period and cap, and understand how patients, guardians, and staff record consent on a saved card.5 min read

Patient credits and overpaymentsReview a patient's held credit, refund due, credit history, and money activity on the patient's Billing page. Apply held credit to eligible invoices and see how overpayments appear when they are moved onto the patient's account.6 min read

Managing billing profilesUse billing profiles when your clinic bills through more than one Stripe payment account. Choose a billing profile when Ona asks, change an invoice's billing profile, and understand what happens to new payments, existing card charges, and invoice numbers.4 min read

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