Stripe Guide

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.

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.

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.

   
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.

   
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.

   
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 VERI*FACTU 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 VERI*FACTU (Spain)",
         "provider": "verifactu.generate"
       },
       {
         "id": "fe479c90-139b-11f0-b939-af2e8ae705ac",
         "name": "Send VERI*FACTU (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 PDF workflow

   {
     "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. 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.

   
6. Verify your setup

   1. Navigate to Stripe app settings
   2. 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.

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.

   
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.

   
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.

   

   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.

   
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

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

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.

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

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

Option 2: In Invopop

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

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

I get an "access denied: unexpected tax regime" error when processing invoices

This error means the invoice’s tax regime does not match the one expected by the workflow step. For example, Verifactu requires a Spanish regime and KSeF requires a Polish regime. The regime is automatically determined by the supplier’s tax ID country.

The most common cause is that the supplier’s tax ID is missing from the invoice. To fix this, make sure you have completed Step 5 of the setup: go to Settings > Billing > Invoices, enter your tax ID, and set it as the default. Stripe does not automatically include your account tax ID on invoices.

Once the tax ID is set as default, it will appear on new invoices and the error should disappear.

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