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:

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

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 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.

   Template

   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.

   Add to my workspace

   Stripe - Basic PDF invoice workflow

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

   Add to my workspace

   Code

   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"
         }
       }
     ]
   }
   

   Build from scratch

   In Console create a new workflow and select Empty Invoice workflow in the template selector, then add the following steps:

   

   1. Add the Import data from Stripe step as the first step of the workflow.
   2. 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.

5. Verify your setup

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

   

   Review your configuration

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

1. Go to Stripe app settings
2. Select a different workflow
3. Click Save changes

Select a different workflow in Stripe

Option 2: Through Invopop

1. Navigate to the Apps section in your (Invopop console)[https://console.invopop.com/]
2. Locate the Stripe app settings
3. Select your new workflow

Select a different workflow in Invopop

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.

1. Go to Stripe app settings
2. Click the Disconnect button
3. Reconnect the app and select your new workspace