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How to set up a Stripe Invoice payment template
How to set up a Stripe Invoice payment template
Martin avatar
Written by Martin
Updated over a week ago

Set-up

  • Tudodesk back office

What's this for?

  • To collect payments with Stripe you need to set-up a Stripe Invoice template. This will allow your customers to make payment using their card or payment option using our Stripe payments integration.
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What you should know

  • You can automate your payment process with Stripe + Tudodesk.

  • Any invoice that uses the Stripe Payment Template will allow the customer to pay online or from their phone.

  • You can automate your Stripe payments with automated invoice reminders.

Steps

  1. If you do not have a Stripe account follow this article to create one.

  2. Next collect your API keys from your Stripe dashboard

  3. Active your Stripe account in Tudodesk

How to set-up the Stripe Payment Invoice Template

Using the template editor you can set-up a branded Invoice to suit the needs of your business and billing format.

  1. From the back-office click Settings cog in the bottom of the side menu bar.

  2. Select Document Templates.

  3. Confirm if you have the Stripe Payment Template in the list of active templates.

  4. If required you can add a Stripe Invoice Template by clicking New Template and selecting the Stripe Invoice option.

  5. Enter a name for your Template in the left properties column (Stripe Invoice)

  6. Click Save.

  7. You can adjust your template using the properties in the left column. Make sure you have at least one Invoice created so you can see a preview.

  8. Exit the editor.

How to set your Stripe Invoice Template as the default template used by all NEW invoices.

  1. Click on the Boards Icon in the side bar (Icon 9 small squares).

  2. Select the Invoice board.

  3. Click show menu in the right side of the top menu bar (3 dots).

  4. Select Board set-up.

  5. Under the Custom Template option select the Stripe Template you created in the previous steps.

  6. Click Save.

  7. All new invoices will now use the Stripe Payment Invoice and provide the credit card portal so customers can pay online.

How to change an Invoice to use the Stripe Payment Template manually

You can edit the base template of an invoice to use the Stripe Template. This is useful if you want to manually choose which customers can use Stripe payments, or have old documents that do not use your new template.

  1. Locate the Invoice.

  2. Open the invoice in Backoffice.

  3. Click Show menu (right side top menu bar).

  4. Click Document Settings.

  5. Select your Stripe Invoice Template from the Custom template option.

  6. Click Save.

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