How to Connect & Use Stripe Billing & Invoicing with YourMedSoft
Complete step-by-step guide to integrate Stripe Billing & Invoicing with YourMedSoft. Learn how to connect Stripe Billing & Invoicing, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Invoicing & Billing.
To connect Stripe Billing & Invoicing to YourMedSoft, open Integrations & Sync (/portal/settings?tab=integrations), locate Stripe Billing & Invoicing, and click "Connect". Once connected, the Sync & Data Control Hub opens automatically so you can pull facility client accounts & payment statuses into Invoicing & Billing (/portal/invoicing), push facility billing invoices & line items out to Stripe Billing & Invoicing, or add records via "+ Add Data" and CSV upload.
What You Need Before Starting
- Active YourMedSoft account with Administrator or Coordinator role.
- Active account on Stripe Billing & Invoicing (API token optional — free CSV Batch / Sandbox Mode supported).
- Configured clinical roster or facility rate sheets in YourMedSoft Foundation.
Clinical & Regulatory Compliance Standards
- HIPAA & HITECH Data Safeguards: All API payloads transmitted between YourMedSoft and Stripe Billing & Invoicing are encrypted in transit using TLS 1.3 with AES-256 encryption. PHI is strictly minimized according to minimum-necessary privacy rules.
- FLSA & Department of Labor Compliance: Overtime thresholds (daily >8 hrs in CA/NV/AK and weekly >40 hrs federal) and shift differentials are validated prior to payroll batch transmission to prevent wage and hour violations.
- Deduplication & Transaction Integrity: Automated idempotency keys prevent double-counting of timesheets, invoices, applicants, or clinician records during network retries.
Step-by-Step Instructions
Open Integrations & Sync & Locate Stripe Billing & Invoicing
Log in to YourMedSoft with an Admin or Manager account. Click "Integrations & Sync" in the left navigation sidebar (or go to Settings > App Marketplace & Integrations). Search for "Stripe Billing & Invoicing" or filter by the "Accounting & Billing" category pill.
Connect Stripe Billing & Invoicing (Live API Token or Free CSV / Sandbox Mode)
1. Obtain Credentials: Log in to your Stripe Billing & Invoicing admin or developer console and copy your API Key / Access Token (and Account or Vendor ID if applicable). 2. Configure in YourMedSoft: Paste your Stripe Billing & Invoicing token below, or leave the API Key blank to connect in free Sandbox Mode for testing. 3. Custom Endpoint (Optional): If your organization uses a custom Stripe Billing & Invoicing subdomain or webhook listener, enter it in the Custom Base URL / Webhook field.
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Pull Data In (Inbound API Sync or CSV / JSON Upload)
Immediately after connecting, the "Stripe Billing & Invoicing Two-Way Sync & Data Control Hub" opens automatically on the "Import (Data In)" tab. Click "Import from Stripe Billing & Invoicing" to pull facility client accounts & payment statuses via API, or use "Upload CSV / JSON File into Client Facilities & Invoice Payments" to batch-import records directly into Invoicing & Billing (/portal/invoicing).
Create & Push New Records (+ Add Data Tab)
Switch to the "+ Add Data" tab inside the Stripe Billing & Invoicing Sync Hub (or click "+ Add Data" on the Connected Integrations bar inside Invoicing & Billing). Fill out the quick form to create a new record in YourMedSoft and simultaneously push it out to Stripe Billing & Invoicing.
Push Data Out (Outbound Sync & Formatted CSV Batch Export)
Open the "Export (Data Out)" tab in the Sync Hub (or click "Push Data Out" from Invoicing & Billing at /portal/invoicing). Select your active billing cycle or pay period, review the live record counts (Approved Facility Invoices), and click "Export to Stripe Billing & Invoicing" for direct API transmission or "Download CSV Batch" for manual upload into Stripe Billing & Invoicing.
Configure Auto-Sync Rules & Verify HIPAA Audit Logs
Open the "Data Controls" tab to toggle Auto-Sync Data In (Inbound), Auto-Sync Data Out (Outbound), Sync Frequency (Real-time, Hourly, Daily, Manual), and Duplicate Record Handling. Switch to the "Sync Logs" tab at any time to inspect timestamped inbound/outbound receipts.
Pro-Tips & Best Practices
- Use the Connected Integrations bar at the top of Invoicing & Billing (/portal/invoicing) to trigger 1-click "Pull Data In", "Push Data Out", or "+ Add Data" without leaving your workspace.
- If your Stripe Billing & Invoicing plan does not include API access, leave the API key blank to use CSV upload in "Import (Data In)" and formatted CSV batch downloads in "Export (Data Out)".
- Use the "Sync Logs" tab to verify timestamped inbound and outbound sync receipts for HIPAA and Joint Commission audits.
Troubleshooting & Operational Edge Cases
Issue: Stripe Billing & Invoicing shows "Sandbox Mode" instead of "Live API Verified"
Operational Resolution: This means Stripe Billing & Invoicing was connected without an API key. While Sandbox Mode lets you upload CSV/JSON files and test "+ Add Data" immediately, to enable live API calls open Stripe Billing & Invoicing > "Manage Data & Sync" > "API Key" tab, paste your Stripe Billing & Invoicing token and Account/Subdomain ID, and click "Save & Verify API Key".
Issue: Timesheet, candidate, or payroll batch rejected by Stripe Billing & Invoicing
Operational Resolution: Check that all records in the batch have matching identifiers or email addresses in Stripe Billing & Invoicing, or use the "Download CSV Batch" button in the "Export (Data Out)" tab for direct file import into Stripe Billing & Invoicing.
Issue: Where do my imported records from Stripe Billing & Invoicing appear?
Operational Resolution: Imported records from Stripe Billing & Invoicing are saved directly into Client Facilities & Invoice Payments. Click the "Invoicing & Billing" link inside the "Import (Data In)" tab or navigate to /portal/invoicing in the left sidebar.
Frequently Asked Questions & Troubleshooting
What happens immediately after I save and connect Stripe Billing & Invoicing?
As soon as you click Connect, YourMedSoft pins Stripe Billing & Invoicing to your "Your Active Integrations" command center at the top of Integrations & Sync, adds a 1-click control bar inside Invoicing & Billing (/portal/invoicing), and automatically opens the 7-tab Sync & Data Control Hub with a "What Happens Next" walkthrough.
Where do I control Data In, Data Out, and add new data for Stripe Billing & Invoicing?
In the Stripe Billing & Invoicing Sync & Data Control Hub (accessible from Settings > Integrations & Sync or the bar at the top of Invoicing & Billing): use "Import (Data In)" to pull records or upload CSV/JSON files, "Export (Data Out)" to push approved facility invoices or download CSV batches, "+ Add Data" to create and push individual records, and "Data Controls" to configure automatic sync rules.
What specific data flows between YourMedSoft and Stripe Billing & Invoicing?
The two-way integration handles: (1) Inbound (Data In): Pull payment receipts, dispute notifications, and bank account verifications -> routed to Invoicing & Billing (/portal/invoicing). (2) Outbound (Data Out): Create Stripe Invoices with automated ACH payment links -> sourced from Approved Facility Invoices.
Does connecting Stripe Billing & Invoicing incur any additional fees in YourMedSoft?
No. YourMedSoft provides native integrations with zero per-connection surcharges and zero middleware fees. You can connect using your Stripe Billing & Invoicing API key or use free CSV Batch / Sandbox Mode.
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