Stripe

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What the Stripe integration does

Connecting Stripe gives Superpractice read access to your charges, invoices, subscriptions, and refunds. Every payment is imported, matched to the paying contact, and applied to the right matter, so Value and Collected stay true on their own.

• Your history comes with you — if you want it. New payments import automatically from the moment you connect. To bring in past payments, choose how far back to go (30 days up to all history, or a custom range) and press Sync on the Stripe card in Settings.
• New payments arrive in real time. Stripe notifies Superpractice the moment a charge succeeds, a subscription invoice is paid, or a refund is issued.
• Refunds and disputes are handled. A refund automatically reduces Collected on the same matter as the original payment.
• Nothing is written to Stripe. The connection reads your payment data; it never changes anything in your Stripe account.

Connect Stripe

1. Open Settings > Integrations and find the Payments section.
2. Click Connect on the Stripe card.
3. You are taken to Stripe. Sign in with your firm's Stripe account if you are not already signed in.
4. Review the access request and click Connect (Stripe may show this as authorizing the Superpractice platform).
5. You are returned to Superpractice with the connection active.

That is it. New payments now import automatically. If you also want your payment history, pick a range next to the Sync button on the Stripe card (for example "Last 12 months" or "All history") and press Sync — the import runs in the background and usually finishes within a few minutes. You can watch payments appear on the Payments page.

After connecting: place your first payments

Imported payments that Superpractice can confidently match are placed automatically. The rest wait in Needs review, grouped by customer:

1. Open Payments. The page opens on Needs review when anything is waiting.
2. Each card is one customer: their payments, the total, and the suggested contact. Click the contact name to preview them and confirm the match.
3. Choose the matter (or create one right there; it will be named after the contact and service and closed on the date of their first payment).
4. Click Place payments. The whole customer's history is placed at once, and future payments from that customer follow automatically.

The first review session teaches the system. Expect the queue to shrink to nearly nothing after it.

Map your Stripe products to services

If your firm bills through Stripe products (subscription plans, flat-fee products), map them once so every payment lands with the right service, and your practice-area reporting stays accurate:

1. In Settings > Integrations, open the Stripe connection and expand Map products to services.
2. Every Stripe product appears with its price and how many payments used it.
3. Pick the matching Superpractice service for each product, use the suggested match with Apply, or create a service from the product in one click.
4. Products you no longer sell can be ignored; they drop out of the list but can be restored anytime.

Mapping is retroactive: past payments and their matters heal to the mapped service, so reporting is correct even for history imported before you mapped.

Subscriptions

Clients on Stripe subscriptions need no ongoing attention. Each paid invoice applies to the client's matter, grows its Value by the amount collected, and carries the mapped service. The matter shows the booked monthly amount and how many payments are linked.

Troubleshooting

• "Your account cannot connect to itself": you are signed into the wrong Stripe account. Sign out of Stripe and connect with your firm's account.
• Payments look missing: check the date range on the Payments page. It defaults to all time, but a narrower filter hides older history.
• A payment is on the wrong matter: open it and click Unallocate. It returns to review, and you can place it again.
• Disconnecting: the connection can be removed anytime from the same card. Payments already imported stay; nothing new arrives.