Link Bank Account to Receive Payments from Healthie

Healthie makes it easy to receive payments from clients through the platform, directly to your linked bank account. This enables you to bill for sessions, products, services, and Programs that you offer, either as part of Client Packages, or as a One-time payment.

We partner with Stripe, a secure, Level 1 PCI-compliant payment processor, to deposit money directly from your clients to your bank account. You do  not need to open up a separate Stripe account to receive payments via Healthie, nor will your clients need to log in separately to another portal. Healthie manages the payment processing in partnership with Stripe. 
Here is some  additional information on card processing via Stripe. 

In this article:

Link Bank Account and Complete Required Bank Details

As part of setting up your Payments Portal on Healthie, you will be asked to enter information about the bank account you'd like to hold on file to receive payments.

  • Navigate to Healthie Dashboard > Billing > Client Packages
  • Select the country of your bank account. If your bank is located outside of the United States, learn more here. 
  • Enter your information: Whether you are entering personal financial information, or information as part of a corporate bank account, Stripe will ask for detailed information. This will include: 
    • Address on file with the bank account, date of birth, bank account and routing number. 
    • Social security number or Business EIN: Sometimes, in the process of identifying and verifying your information, Stripe will ask for the last 4 digits of your Social Security Number, or Business EIN, and less frequently, your full SSN.
    • Less frequently, Stripe may ask for a photo identification, in the process of identifying your bank account details. If you are asked for this, please make sure to send a color picture (not black and white). A picture taken of your identity from your phone will work. 
    • Note: Healthie does not have access to view this information, and it is kept securely through Stripe. 

For Organizations: If this is a business account, please submit the information for the person who is the owner of the bank account. Personal info on an authorized representative is required to help fulfill federal KYC/AML requirements.

A note about Stripe's policies: Please review Stripe's Prohibited and Restricted Business policy. If your business falls into one of the restricted categories, Stripe might not be able to grant approval for your business to use their services. If your account is flagged for review, Stripe may disable payments and request additional information to help verify your business.

Stripe ultimately determines whether a business is supportable, and Healthie does not play a role in the account review process. You can learn more about Stripe's approach to restricted businesses here.


Set up is complete

  • You will be able to start collecting payments *immediately* after entering your bank account information.
  • Moreover, even if a client purchases a package before you have entered bank account information, money will be transferred when you authenticate your bank account, as Healthie's system detects payments that need to be paid out to you.

Viewing or Changing Bank Account Information

If you get a new bank account or update the bank account that you would like payments to enter into, you can change this in your Settings Financial. 

During this transition, transfers that are already started will go to the original account. All new transfers will go to the new bank account that you updated onto your account.

If you are part of a multi-provider team, your account administrator will need to change the bank account, for security reasons.

Having Multiple Bank Accounts Tied to Healthie

For customers on our Enterprise plan, multiple bank accounts can be supported by adding sub-organizations to your account.

Learn more about sub-orgs and email hello@gethealthie.com to connect with our team for next steps.

Receiving & Reviewing Payment Transfers

Once you link a bank account within Healthie, payments processed through Healthie will automatically transfer to your bank account. Transfers occur each day, and you do not need to take any action once you have added your bank account, to start receiving payments.

Learn more about viewing and understanding bank transfers. 

International Bank Accounts (Outside of the US) 

When you link your bank account within Healthie, you will see a list of supported countries. 
Here are the countries currently supported by Healthie: 
  • United States
  • Australia
  • Belgium
  • Canada
  • Czech Republic
  • Denmark
  • Finland
  • Germany
  • Greece
  • Ireland
  • Netherlands
  • New Zealand
  • Portugal
  • Singapore
  • Slovenia 
  • Sweden
  • Switzerland
  • United Kingdom
If you do not see your bank account listed above, please reach out to hello@gethealthie.com to learn if your country can be supported. 
You can also refer to our payment processing partner,  Stripe's full list of supported countries. If your country is NOT listed on Stripe, Healthie will not be able to support banking in your country at this time. 

Please Note: For security purposes, we have temporarily disabled self-setup of international bank accounts with non-corporate email addresses (e.g gmail or outlook). At this time, a non-personal email address will be required in order to validate your account for payment processing.

Have More Questions? 

If you cannot find the answer to your billing question here or in our Billing FAQ Guide, please email us at hello@gethealthie.com. 

You can also join our weekly LIVE class to review the fundamentals of Healthie's billing features. Time is saved at the end of the class for a Q+A with our Customer Success team. Sign up here. 

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