Stripe is a leading payment processing platform that simplifies online transactions and enables businesses to accept payments effortlessly. With the "Send Invoice" integration in Glide, you can generate and send invoices to customers within your app.
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In Glide, click the Settings icon in the upper-right corner.
Click the Add to app button.
Next, log into your Stripe Account to get your API Key.
Select Create secret key, give it a Name, and copy your new Stripe API key.
Back in Glide, enter this API Key in your Stripe Integration settings.
The Stripe integration Send Invoice action allows you to create and send invoices to customers right from your app. This feature can be added inside a component that supports actions or added to an action sequence in the Action Editor.
To create an invoice, you need to provide the following information:
Make sure to specify the smallest unit of currency for the total amount. For instance, if you want to create an invoice for $14.25, you would input 1425, as 1425 cents is 14.25 dollars.
You can review a full list of support currencies here.
If you want to connect this invoice with your existing Stripe data, you can also include the
Price ID, or
Once the invoice is successfully created, Stripe will provide you with the resulting
Price ID, and
Product ID. These details can be stored in Glide for future reference.
To view your invoices, make a clickable link using the Invoice ID:
Save the Invoice ID you get from Stripe
Make a new Template Column
Use this link:
If you have not yet set up columns in your data to store Product, Customer, Invoice, and Price IDs, we recommend doing that first if you plan to use any of those values.
Select the component you'd like to add the action to. Remember, this must be a component that supports actions.
Search for the Send invoice action or navigate to Integrations -> Stripe -> Send invoice.
Name the action.
Choose an icon.
Enter the required fields: Recipient email, total, and currency.
Enter manual values or specify columns from your data for any of the optional fields you want to use to link your data with your Stripe account. These optional fields are Product ID, Price ID, and Customer ID.
Stripe will return an Invoice ID, Price ID, and Product ID. Choose where you'd like to store this data.
Click away to exit the configuration.
The Stripe integration allows you send invoices from your app. Here are a few ways businesses are using the Stripe integration to invoice their customers:
Freelance Services: Automatically send invoices for specialized or additional services offered within the app.
Membership Fees: Generate invoices for annual or monthly membership fees for businesses with a subscription model.
Custom Orders: Instantly craft invoices tailored to unique orders or specific customer requests.
SwiftCourier, renowned for its efficient delivery services, has been on a mission to further enhance its customer experience. While their app has made ordering special delivery packages a breeze, the payment process needed a touch of automation to match the pace.
Recognizing this gap, SwiftCourier turned to Glide's Stripe integration, aiming to automate the invoicing process right after an order is placed.
After integrating Stripe with Glide, SwiftCourier added the Stripe invoice step to their custom action sequence that runs after an order is placed. Since they have a record of all orders in the app, they keep the details sent to Stripe simple - just the total price and the email of user who owes it.
Now whenever a order is placed, an invoice is sent directly to the customer from Stripe. The generated
Invoice ID is stored in Glide for reference.
This integration guaranteed that customers were presented with timely and precise billing details.
SwiftCourier didn't just stop at automating the invoicing. They wanted their accounting team to see the status of all invoices in Glide.
They set up an automation to add all Stripe payments to a Google Sheet. Then using the
Invoice ID, a Relation Column, and the If → Then → Else Column, they are able to filter on payments complete and incomplete.
To learn more generally about Integrations in Glide, including how they affect your app’s usage, check out our Introduction to Integrations.