How to view an invoice in Stripe

When an invoice is raised in Hero via the App Toolbar, the invoice is also created within Stripe. You can view the invoice in Stripe either by visiting your own Stripe Dashboard, or by clicking "Go to invoice on Stripe" when viewing the invoice within the App Toolbar.

The invoice is viewable in full within Stripe's billing module. Hero data is attached to the Stripe invoice as 'metadata'. Metadata can be viewed in Stripe's Dashboard and is also indexed for searching within Stripe.

How to control the data passed to Stripe

To enable rich reporting from within Stripe, the Hero-Stripe integration syncs data from Hero to Stripe.

When an invoice is created, we pass from Hero to Stripe:

• Patient name

• Patient gender

• Patient registered practitioner

• Patient mobile

• Patient email

• Patient postcode

• Invoice billing and collection

• Appointment location

• Appointment practitioner

When a customer is created or updated, we pass the following information from Hero to Stripe:

• First name

• Last name

• Full name

• Date of birth

• Mobile

• Email

• Postcode

• Gender

• Registered practitioner

You can switch off selected metadata fields in the App settings within Hero. This will prevent this data being passed across the Stripe. Go to Apps on the main navigation, then Stripe and then Settings.

How to run financial reports from within Stripe

How to report on invoices

To report on invoices issued through Hero and into Stripe:

• Go to your Stripe Dashboard

• Then find 'Invoices' (you can search for Invoices via the Search bar, or generally you will find a list of invoices at: https://dashboard.stripe.com/invoices)

Once you can see a list of all your invoices, you can:

• Add metadata columns to pull Hero data (such as Patient name) into your table

• Apply filters to adjust the data you can see

• Export your data as a CSV file

How to create an unpaid invoices report

To create an unpaid invoices report you can either select 'Outstanding' at the top of the invoices table, or you can add a Status filter to show only Open invoices.

How to report on payments

To report on payments:

• Sign in to your Stripe Dashboard

• Navigate to the Payments page, either via the main navigation or by searching 'Payments' within the Search bar

Here you review all payments, add in columns to show Hero data and download financial reports as CSV files.

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