Payment Processing and Receipts
DPC Pro processes recurring membership payments and one-time charges automatically, with receipts delivered to patients after each transaction.
Payment processing in DPC Pro handles the collection of membership fees on each billing cycle and any add-on charges applied to patient accounts. Payments are processed through a secure payment processor, and receipts are delivered to patients via email after each successful transaction.
This page covers how payments flow through the system, what payment methods are supported, when charges are initiated, and how receipts reach your patients. You will also learn how to view transaction history and reconcile payments with your bank deposits.
Understanding the payment timeline helps your team answer patient billing questions and troubleshoot any discrepancies between expected and actual revenue.
Prerequisites
Section titled “Prerequisites”- Your practice must complete the payment processing setup (one-time onboarding through the Stripe Connect flow)
- Navigate to Billing → Stripe Connect to start or check the status of your setup
Setting Up Payment Processing
Section titled “Setting Up Payment Processing”Before you can collect payments, your practice needs to connect a bank account through the payment processing onboarding:
- Navigate to Billing → Stripe Connect.
- Follow the onboarding flow to enter your practice’s business information, bank account details, and identity verification.
- Once complete, you will return to DPC Pro with a confirmation that charges are enabled.
You can check your setup status at any time from the billing dashboard. Two indicators confirm your setup:
- Connected: your practice has a payment processing account
- Charges enabled: your account is fully verified and can accept payments
Supported Payment Methods
Section titled “Supported Payment Methods”DPC Pro supports multiple payment methods through the account holder’s wallet:
Auto-chargeable methods
Section titled “Auto-chargeable methods”These methods can be automatically charged for recurring membership payments and invoices:
| Method | Description |
|---|---|
| Credit/Debit Card | Visa, Mastercard, American Express, Discover |
| Bank Account (ACH) | Direct debit from checking or savings accounts |
| HSA Card | Health Savings Account debit cards |
Manual tracking methods
Section titled “Manual tracking methods”These methods are recorded for tracking purposes but cannot be automatically charged:
| Method | Description |
|---|---|
| Cash | In-person cash payments |
| Check | Paper check payments (store check number as reference) |
| Venmo | Venmo transfers |
| PayPal | PayPal transfers |
| CashApp | CashApp transfers |
| Apple Pay | Apple Pay transfers |
| Google Pay | Google Pay transfers |
| Other | Any payment method not listed above |
Managing payment methods
Section titled “Managing payment methods”Account holders can have multiple payment methods on file. Each method belongs to a specific practice and can be managed from the account holder’s wallet:
- Navigate to Billing → Customers → select the account holder → Wallet.
- From here you can:
- Add a new payment method
- Remove an existing payment method
- Set preferred: designate which method to use for automatic charges
- Reorder: arrange the display order of payment methods
Each account holder has one preferred payment method per practice. The preferred method is used for all automatic charges. If the preferred method fails, DPC Pro enters the payment recovery process. The AI assistant can also help with automated payment recovery.
Payment Timing and Billing Cycles
Section titled “Payment Timing and Billing Cycles”When charges run
Section titled “When charges run”DPC Pro processes membership charges based on the membership’s billing settings:
| Setting | How it works |
|---|---|
| Billing interval | Monthly or annual: determines charge frequency |
| Billing day | The day of the month (1—28) when the charge processes |
| Billing period | Start and end dates for each billing cycle |
For monthly memberships, the charge runs on the billing day each month. For annual memberships, the charge runs once per year on the membership’s start date.
Mid-cycle enrollments
Section titled “Mid-cycle enrollments”When a patient enrolls mid-cycle, DPC Pro handles the first charge based on the billing interval:
- Monthly memberships: the first charge covers the period from enrollment to the first billing day
- Annual memberships: the full annual amount is charged at enrollment
Billing day configuration
Section titled “Billing day configuration”The billing day is set per membership (not per plan) and can be any day from 1 to 28. This allows flexibility for:
- Aligning billing with the patient’s pay schedule
- Grouping employer billings on the same day
- Spreading charges across the month to smooth revenue
Receipt Delivery
Section titled “Receipt Delivery”Automatic receipts
Section titled “Automatic receipts”DPC Pro sends email receipts to the account holder after each successful payment. You can configure notification delivery preferences in SMS & Email Notifications. Receipts include:
- Practice name
- Payment date and amount
- Payment method used (last 4 digits)
- Description of the charge (membership payment, add-on service, etc.)
Renewal reminders
Section titled “Renewal reminders”DPC Pro sends renewal reminders before recurring charges:
- Monthly memberships: a reminder is sent 2 days before the billing date
- Annual memberships: reminders are sent at 30 days and 7 days before the renewal date
Renewal reminders give the account holder time to update their payment method or cancel before the charge processes.
Transaction History
Section titled “Transaction History”View transactions
Section titled “View transactions”Navigate to Billing → Transactions to see all payments processed by your practice.
Each transaction record includes:
| Field | Description |
|---|---|
| Gross amount | Total amount charged to the account holder |
| Platform fee | DPC Pro platform fee |
| Processing fee | Payment processor fee |
| Net amount | Amount deposited to your bank account |
| Status | Succeeded, Pending, Failed, Refunded, Disputed, or Partial Refund |
| Description | What the charge was for |
| Date | When the transaction was processed |
Filter and search
Section titled “Filter and search”From the transaction list, you can:
- Search by account holder name or payment intent ID
- Filter by status: see only succeeded, failed, or refunded transactions
- Filter by date: view transactions within a specific date range
Per-patient transaction history
Section titled “Per-patient transaction history”View transactions for a specific patient from:
- The membership detail page → Recent Payments section
- The invoice detail page → linked transactions
Bank Deposits and Reconciliation
Section titled “Bank Deposits and Reconciliation”How deposits work
Section titled “How deposits work”Payments collected through DPC Pro are deposited into your practice’s bank account on a rolling basis. The deposit schedule depends on your payment processor account settings.
Each deposit typically includes multiple transactions. To reconcile deposits:
- Navigate to Billing → Transactions.
- Filter by the date range matching the deposit.
- Compare the sum of Net Amount values to the deposit amount in your bank statement.
Understanding fees
Section titled “Understanding fees”Each transaction includes two fees deducted from the gross amount:
- Processing fee: the payment processor’s per-transaction fee
- Platform fee: the DPC Pro platform fee
The Net Amount on each transaction reflects the amount after both fees are deducted. This is the amount that reaches your bank account.
Accessing your payment processor dashboard
Section titled “Accessing your payment processor dashboard”For detailed deposit information, payout schedules, and dispute management:
- Navigate to Billing → Stripe Dashboard.
- DPC Pro redirects you to your payment processor’s Express Dashboard.
- View payouts, individual charges, disputes, and account settings.
Related Pages
Section titled “Related Pages”- Create and Manage Membership Plans
- Individual Memberships
- Family Memberships and Dependents
- Employer Group Plans
- Add-On Charges
- Handle Failed Payments
- Cancellations and Membership Changes
- Billing Reports and Revenue Visibility
Need Help?
Section titled “Need Help?”If you run into issues with payments or receipts, reach out to the DPC Pro support team at [email protected] or visit the troubleshooting guide.