The invoice flow is executed automatically based on the schedule to sync data from Stripe.Ĭlick the Run job option to execute the invoice flow that picks data from Stripe on-demand. In the Quick Actions tab, click Edit schedule to schedule an automated data sync from Stripe to RevRec in your preferred frequency. The value of this property should be a valid JSON with the following format: This needs to be provided if the timezone set for your Stripe account is different from UTC.Ĭurrency: This field is used to map currency in which data needs to be picked and processed in RevRec.Ĭustom Fields: Custom fields to be copied from Stripe. TimeZone: This field is used to define the timezone set for the Stripe account. Value for this field needs to be given in any of the below mentioned JSON formats: You can define a single item or multiple items to be excluded. This field will only be used for invoices and their related credit memos which are not linked to any subscription in Stripe.Įxclude Products: This field is used to define item records for which invoice data needs to be ignored while pulling data from Stripe. RevRec looks for these dates in the Memo field of Invoices or Credit Memos created in Stripe. RevRec will pick the data for the Service Start Date and Service End Date fields for sales orders based on the date format selected. You can select a particular date format from the drop-down list available for this field. You can use this setting to map the invoice data from Stripe using the product id with sales order data pulled from CRM.ĭate Format: This field can be used along with the Invoice Equals Contract setting. Use Product Id Mapping: Enable this setting to map records based on the Product ID field. You can use this setting to map the invoice data from Stripe using the customer's id with sales order data pulled from CRM. Use Customer Id Mapping: Enable this setting to map records based on the Customer ID field. Use this setting to pick invoice data from Stripe and create sales order records based on that data. Invoice Equals Contract: Enable this setting if each invoice corresponds to a contract. You will see the account id mentioned on the top right corner of the Account Settings grid. Stripe Account ID: Login to your Stripe account and go to this path: Settings > Account Details. This will be used as Stripe Client Secret for establishing connection. Go to the API Keys tab and click Reveal Key to see the Secret Key. Stripe Client Secret: Login to your Stripe account and then click on the Developers. It is therefore important that the Customer ID as specified in Stripe matches with that in your CRM system.Ĭonnecting RevRec with Stripe for Invoices All invoice data from Stripe is pulled based on Customer ID mapping, while sales orders are pulled from the CRM system. RevRec also tracks invoices at the customer level.This means you will see a new sales order in RevRec for each invoice that gets synced. In this case, RevRec treats each invoice as an independent contract, the terms of which match the terms of the invoice. RevRec supports pulling invoice data from Stripe to create sales order records from the invoices.If you are using Stripe to send invoices to customers, RevRec can be used to pull invoice data from Stripe. RevRec seamlessly integrates with Stripe, all you have to do is go through the sync interface and configure the connection flows. It supports both recurring payments invoice generation and one time payment invoice generation. Stripe also provides a way for your business to bill customers with subscriptions or invoices. Stripe is a payment service provider that business owners can use to accept dozens of payment methods from credit cards to buy now, pay later services.
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