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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:

  1. An Invopop app within your Stripe dashboard
  2. 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

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Setup

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

1

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

2

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

3

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

4

Configure your workflow

Select or create a workflow to process your invoices and credit notes.

To use an existing workflow:

  1. Select it in the Stripe’s sidebar menu
  2. Click Save Workflow

To create a new workflow:

  1. Click Create New Workflow in the sidebar menu. You’ll be redirected to Invopop.
  2. Select Create New Workflow on the top right.
  3. Select Invoices workflow type.
  4. 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.
  5. Add the Import data from Stripe step as the first step of the workflow.

Select your processing workflow

5

Verify your setup

  1. Navigate to Stripe app settings
  2. Confirm your workflow configuration is correct

Review your configuration

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FAQ