Invoicing Pro with Stripe

This is by far our favourite integration to use. Stripe is much easier for customers to use and it avoids a lot of the pitfalls that have started to arise with PayPal as a payment processor.  If you’re a freelancer on a global scale, you may have come across the following problems with using PayPal to accept invoice payments:-

  • You can only take in a certain amount before PayPal limit your account
  • You take in a big payment and PayPal limit your account for suspicious activity
  • You have your payment held by PayPal for 21 days (14 if you mark as ‘sent’) holding your funds hostage

If so, then our Stripe integration is the way to go and is a lot easier to set up than the PayPal integration. All you need is the keys.

What keys do I need?

If you want to TEST the invoicing before going LIVE you can simply enter your Stripe Test Keys and payments will be processed under the test environment. When you’re ready to go live simply switch out your test keys in the settings for the live keys and you’ll start collecting real payments.

Finding your Stripe Secret and Public Key

First, you need to login to your Stripe Dashboard

Then click the API menu item and you’ll be displayed your keys

Enter the TEST keys if you want to test things out, or the LIVE keys if you want to go live with your invoicing payments system.

Recurring Invoices

Invoicing Pro v1.2+ has the option to issue invoices with recurring payments. This is handled via Stripe’s subscription plans.

The first thing you needs to do is create a plan in your Stripe account. A plan defines the terms of a customer’s subscription: how much they will be billed and how often. A plan can be created using the Dashboard. Once you have created a plan the following is how you create a recurring invoice

  • In the recurring invoice select box choose Yes to make a recurring invoice
  • Select your Stripe Plan from the drop down list
  • Enter your invoice line item. Indicate in the description that it’s a recurring payment.
  • Make sure the grand total matches the total of your Stripe Plan
  • Save the invoice and set to Unpaid status
  • When a customer pays your invoice they’ll be subscribed to your Stripe Plan

Use Stripe Sync to continually capture future payments as transactions of the customer on the Stripe Plan and handle any subscription cancellation events.

Frequently Asked Questions

How can I test the Stripe setup before making it Live?

Simple. Just enter your Stripe API test keys into the Zero BS CRM invoicing Pro settings. The plugin will handle the rest.

Payments aren’t marking themselves as Paid?

There may be a short lag while the transaction is processed and the invoice is marked paid, however if it doesn’t show as paid after a few minutes check the stripe dashboard to see if the payment is showing there. If not, check that you have entered your keys correctly. If everything checks out and you’re still having issues please open a support ticket.

I don’t have PayPal. How can I use this extension?

We Stripe and PayPal as the payment gateways. If you don’t have Stripe then the other option available to you is PayPal. If you don’t use PayPal or Stripe and would like to discuss additional payment gateways for online payment please open a support ticket.  At the present time we don’t have plans to build in support for more gateways, however we will log any requests and if they mount up we’ll look to build in support.

Updated on July 2, 2017

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