Stripe Guide

Introduction

In this guide, you’ll learn how to connect Stripe with Invopop to automatically generate tax-compliant invoices and credit notes, from your Stripe dashboard. The Stripe integration consists of two components:

An Invopop app within your Stripe dashboard
An app in your Invopop console

When a Stripe invoice or credit note reaches the finalized status, our integration will automatically create a new job in your selected Invopop workflow.

The job will extract the invoice data from Stripe and execute the actions, such as converting it to any e-invoice format and submitting it to your local tax authority.

Setup

Before you begin, ensure you have an active Stripe account.

Install Invopop in Stripe

Navigate to the Invopop app in Stripe’s App Marketplace and click Install. Next, Stripe will prompt you to select the Stripe environment you’d like to connect to, you can start with test mode or sandbox and switch to live later.

Connect Stripe to Invopop

After installation, you should be redirected to your Stripe dashboard and see the Invopop app in the right sidebar. Alternatively, just open the Invopop app in your Stripe dashboard.Click Connect Invopop. The next page will ask you to login to your Invopop account. If you’re new to Invopop, the connection process will guide you through creating your Invopop account and setting up your first workspace.

When connecting a test or sandbox environment in Stripe, select a sandbox workspace in Invopop. For live environments, select a live workspace.

Select a workspace

After connecting your Invopop account to Stripe, you’ll be redirected back to Stripe to choose the workspace where you want to process your invoices.

Configure your workflow

Select or create a workflow to process your invoices and credit notes.To use an existing workflow select it from the Stripe’s sidebar menu and click Save WorkflowTo create a new workflow click on Create New Workflow in the sidebar menu. You’ll be redirected to Invopop.

Template
Code
Build from scratch

Select one of the following workflow templates:

Stripe - VERI*FACTU invoice workflow

This workflow will sync with Stripe to issue a VERI*\FACTU invoice on finalized sales.

Stripe - Basic PDF invoice workflow

This workflow will sync with Stripe to generate a PDF invoice on finalized sales.

Copy and paste into a new Empty Invoice workflow code view.

Example Workflow - Stripe VERI*FACTU

This workflow demonstrates the Stripe integration with a basic PDF workflow.

Example Stripe to VERI*FACTU Workflow

{
  "name": "Stripe sync and convert to VERI*FACTU",
  "description": "Issue a Verifactu invoice in Spain from Stripe",
  "schema": "bill/invoice",
  "steps": [
    {
      "id": "7dd8e370-139b-11f0-b939-af2e8ae705ac",
      "name": "Import data from Stripe",
      "provider": "stripe.import"
    },
    {
      "id": "95a82a10-139b-11f0-b939-af2e8ae705ac",
      "name": "Set State",
      "provider": "silo.state",
      "summary": "Set state to `processing`{.state .processing}",
      "config": {
        "state": "processing"
      }
    },
    {
      "id": "794f78d0-139d-11f0-9ab7-c391120166e0",
      "name": "Modify Silo Entry",
      "provider": "silo.modify",
      "summary": "Modifications configured",
      "config": {
        "addons": [
          "es-verifactu-v1"
        ],
        "allow_invalid_json": false,
        "data": {
          "doc": {
            "notes": [
              {
                "key": "general",
                "text": "Factura"
              }
            ]
          }
        },
        "expr": "",
        "merge_type": "application/merge-patch+json",
        "sign": false,
        "tags": []
      }
    },
    {
      "id": "84cf92a0-139b-11f0-b939-af2e8ae705ac",
      "name": "Sign Envelope",
      "provider": "silo.close"
    },
    {
      "id": "fc307c60-139b-11f0-b939-af2e8ae705ac",
      "name": "Generate Verifactu (Spain)",
      "provider": "verifactu.generate"
    },
    {
      "id": "fe479c90-139b-11f0-b939-af2e8ae705ac",
      "name": "Send Verifactu (Spain)",
      "provider": "verifactu.send"
    },
    {
      "id": "86a5b230-139b-11f0-b939-af2e8ae705ac",
      "name": "Generate PDF",
      "provider": "pdf",
      "summary": "Spanish - A4",
      "config": {
        "date_format": "%Y-%m-%d",
        "layout": "A4",
        "locale": "es",
        "logo_height": 40
      }
    },
    {
      "id": "8b321820-139b-11f0-b939-af2e8ae705ac",
      "name": "Set State",
      "provider": "silo.state",
      "summary": "Set state to `sent`{.state .sent}",
      "config": {
        "state": "sent"
      }
    }
  ],
  "rescue": [
    {
      "id": "90f4b420-139b-11f0-b939-af2e8ae705ac",
      "name": "Set State",
      "provider": "silo.state",
      "summary": "Set state to `error`{.state .error}",
      "config": {
        "state": "error"
      }
    }
  ]
}

Example Workflow - Basic PDF

This workflow demonstrates the Stripe integration with country-specific functionality.

Example Stripe Workflow with States

{
  "name": "Stripe sync and generate PDF",
  "description": "Generate a PDF from a Stripe sale",
  "schema": "bill/invoice",
  "steps": [
    {
      "id": "7dd8e370-139b-11f0-b939-af2e8ae705ac",
      "name": "Import data from Stripe",
      "provider": "stripe.import"
    },
    {
      "id": "95a82a10-139b-11f0-b939-af2e8ae705ac",
      "name": "Set State",
      "provider": "silo.state",
      "summary": "Set state to `processing`{.state .processing}",
      "config": {
        "state": "processing"
      }
    },
    {
      "id": "84cf92a0-139b-11f0-b939-af2e8ae705ac",
      "name": "Sign Envelope",
      "provider": "silo.close"
    },
    {
      "id": "86a5b230-139b-11f0-b939-af2e8ae705ac",
      "name": "Generate PDF",
      "provider": "pdf",
      "summary": "Spanish - A4",
      "config": {
        "date_format": "%Y-%m-%d",
        "layout": "A4",
        "locale": "es",
        "logo_height": 40
      }
    },
    {
      "id": "8b321820-139b-11f0-b939-af2e8ae705ac",
      "name": "Set State",
      "provider": "silo.state",
      "summary": "Set state to `sent`{.state .sent}",
      "config": {
        "state": "sent"
      }
    }
  ],
  "rescue": [
    {
      "id": "90f4b420-139b-11f0-b939-af2e8ae705ac",
      "name": "Set State",
      "provider": "silo.state",
      "summary": "Set state to `error`{.state .error}",
      "config": {
        "state": "error"
      }
    }
  ]
}

Show your tax ID on invoices

By default, Stripe does not display your tax ID on invoices. To enable it, go to Settings > Billing > Invoices. In the Invoice Tax Information section, enter your tax ID, set it as the default, and click Save.

Verify your setup

Navigate to Stripe app settings
Confirm your workflow configuration is correct

Monitor invoice processing

After setup, finalized Stripe invoices are imported into Invopop automatically and saved to the Sales folder. Use the steps below to verify status, review details, retry processing, and import historical invoices.

Check invoice status in Stripe

Open the invoice in Stripe and check the Invopop panel in the right sidebar to confirm whether processing succeeded.

Check invoice status in Invopop

In the Invopop console, go to Sales and open the invoice to view its status. To review the underlying processing job, go to Workflows > History and open the job details.

Troubleshoot import errors

If an invoice fails, it is usually one of two cases:

The invoice was not imported into Invopop because converting from Stripe to Invopop failed. Update the data in Stripe and click Retry in the Invopop panel.

The invoice was imported into Invopop but submission to the tax authority failed. Correct the invoice in Invopop and re-run a workflow that omits the Import data from Stripe step to avoid reimporting the original data. Typical causes include missing required fields or invalid field formats.

Get notified of failures

Add a notification action in your workflow’s Error Handling section—Slack, email, or webhook—so you’re alerted when an import fails.

If you need help tailoring a workflow to your use case, contact us at [email protected].

FAQ

Can I change the workflow that processes my invoices to a different one?

Yes, you can, at any time select a different workflow to sync your Stripe invoices. You can do this both from Stripe or Invopop.Option 1: From Stripe

Go to Stripe app settings
Select a different workflow
Click Save changes

Option 2: Through Invopop

Navigate to the Apps section in your Invopop console
Locate the Stripe app settings
Select your new workflow

How can I switch to a different Invopop workspace?

You can switch to the Stripe connection to a different workspace by disconnecting and reconnecting the app.

Go to Stripe app settings
Click the Disconnect button
Reconnect the app and select your new workspace

How can I add a Purchase Order number to the invoice?

Stripe does not include a dedicated Purchase Order field on invoices. Add it as a custom field named PO Number.You can add the custom field in any of these places:

The specific invoice
The subscription
An invoice template

Can I import historical invoices (issued before I connected Invopop)?

Yes. Open the invoice in Stripe and click Process this invoice in the Invopop panel (right sidebar).Note: The invoice issue date will be set to the sync date (today), as required by tax agencies. The operation date remains the original date of the transaction.

Can I import invoices when paid instead of when finalized?

Yes. You can import on payment instead of on finalization. Update the invoice import trigger in either Stripe or Invopop:Option 1: In Stripe

Go to Stripe app settings
In “Invoice Import Trigger”, select “When Paid” (instead of “When Finalized”).
Click Save Changes.

Option 2: In Invopop

Go to Configuration > Apps > Stripe > Configure.
Click Update Settings.
In “Invoice import trigger”, select “When Paid” (instead of “When Finalized”).
Click Save.

Note: This applies to invoices from now on; it does not change past imports.

Participate in our community

Ask and answer questions about Stripe integration →

Networks

Countries

Set-up

GOBL

Apps

API

Features

Introduction

Setup

Stripe - VERI*FACTU invoice workflow

Stripe - Basic PDF invoice workflow

Monitor invoice processing

FAQ

Participate in our community

Networks

Countries

Set-up

GOBL

Apps

API

Features

​Introduction

​Setup

Stripe - VERI*FACTU invoice workflow

Stripe - Basic PDF invoice workflow

​Monitor invoice processing

​FAQ

Participate in our community

Introduction

Setup

Monitor invoice processing

FAQ