How to integrate InvoiceXpress with Stripe

With the Stripe integration plugin that we provide, you can automatically generate invoices for every payment you receive from your customers through this online payment platform.

The configuration of the integration between your Stripe account and your InvoiceXpress invoicing program account is quite simple, but it requires a few mandatory steps. To help you make the most of this integration plugin for your invoicing, we have created a step-by-step guide to configure this solution.

Necessary configuration on your Stripe account:

1. Log in to your Stripe account (or create a new one, if necessary);
2. Enter the 'Dashboard' of your Stripe account;
3. Next, go to the 'Developers' page located in the top menu in Stripe;
4. Inside the Developers menu, next to the 'Overview' page, click on 'API keys';
5. In this API keys page, you will find the key that you need to copy into your InvoiceXpress account to configure the integration: the ‘Secret key’. If you've never created a Secret key in your Stripe account, you’ll find the “+ Create Secret key” button on the right, under ‘Standard keys’, which allows you to create a Secret key.
6. In the Secret key area, after creating it, click on the icon next to the key 'Reveal live key', and click on the key to copy it into InvoiceXpress.

Necessary configuration on your InvoiceXpress account:

1. After ensuring that you have the key from your Stripe account, log in to your InvoiceXpress invoicing program account and go to your ‘Account Preferences’ menu;
2. In the "Account Preferences" menu, select ‘Integrations’;
3. Then, on this new Integrations page of InvoiceXpress, you will find Stripe in the list of ‘Available Plugins’, select it;

You will enter the Stripe configuration page in InvoiceXpress. Here, you should:

• Give a name to this integration (this is just to identify the integration with your Stripe account);
• Add a description of the integration (this field is optional—use it if you want to add any notes or observations regarding the integration with your Stripe account);
• Copy the ‘Secret key’ from your Stripe account and enter it into the ‘Secret Key’ field. By entering the Secret key, the plugin will automatically generate a Webhook (an automatic notification system used for integrations between different services), and this Webhook will be automatically filled in the plugin configuration page.
• Fill in the "External configurations"—you can enable the options to automatically send the invoice to the contact's email, and the option to automatically issue a Credit Note in InvoiceXpress when a refund is made in Stripe.
• Define the VAT rate you want to apply to the invoices that will be automatically generated from Stripe payments in the ‘VAT %’ field;
• Finally, only if you selected ‘Exempt’ in the VAT field, choose your VAT exemption reason.
• Once all the information has been entered, click ‘Save and Continue’.

Finally, you need to generate an API key for your InvoiceXpress user. This is a crucial step, without which the integration with Stripe will not work. To generate an API key, go to the InvoiceXpress account settings (icon in the top right corner) and access Account Preferences > API. If an API key has already been generated for your user, you do not need to create a new one. If none exists, click Generate key.

Once these steps are completed, the integration between your InvoiceXpress invoicing program account and your Stripe payment platform account will be configured and active.

In the same ‘Integrations’ page on InvoiceXpress, under the ‘Active Integrations List’ tab, you will now see the active Stripe integration, where you can edit configurations or view issued documents directly.

The documents issued in InvoiceXpress via this invoicing integration with Stripe will always be, by default, invoice-receipts, which will be in the "Paid" status.

If you use Stripe to receive payments from your customers, we would also like to highlight the importance of having a VAT field available on your payment screen/checkout page of your website or online store, so that this information is communicated through this integration with InvoiceXpress, and your invoices will also contain this tax field.