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
5. Verify your setup

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

   

   Review your configuration
6. 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.

   

   Show your tax ID on invoices

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.

1. Check invoice status in Stripe

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

   

   Invoice processed successfully in Stripe
2. 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.

   

   Job details in Invopop
3. Troubleshoot import errors

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

   1. 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.

   

   Retry invoice

   2. 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.

   

   Incorrect invoice details
4. 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 [e-mail].

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
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

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.

Import historic invoices