Stripe
Import and process invoices and credit notes from Stripe
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.
Track invoice status directly in your Stripe dashboard
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.
View the job information
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.
Install Invopop in Stripe
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.
Connect your Invopop account
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.
Choose your workspace
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 Workflow
To create a new workflow click on Create New Workflow in the sidebar menu. You’ll be redirected to Invopop.
Select one of the following workflow templates:
Select one of the following workflow templates:
Copy and paste into a new Empty Invoice workflow code view.
Example Workflow - Basic PDF
Example Workflow - Basic PDF
This workflow demonstrates the Stripe integration with a basic PDF workflow.
Example Workflow - Basic PDF
Example Workflow - Basic PDF
This workflow demonstrates the Stripe integration with country-specific functionality.
In Console create a new workflow and select Empty Invoice workflow in the template selector, then add the following steps:
- Add the Import data from Stripe step as the first step of the workflow.
- Configure the workflow according to your local regulations. You can copy the Basic PDF workflow example below and modify it later for your local needs.
Finally, in the Error Handling area, add the Set State action and select “Error” in the State dropdown.
Verify your setup
- Navigate to Stripe app settings
- Confirm your workflow configuration is correct
Review your configuration
FAQ
Can I change the workflow that processes my invoices to a different one?
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
Select a different workflow in Stripe
Option 2: Through Invopop
- Navigate to the Apps section in your (Invopop console)[https://console.invopop.com/]
- Locate the Stripe app settings
- Select your new workflow
Select a different workflow in Invopop
How can I switch to a different Invopop workspace?
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