Stripe Invoice Sync

Stripe Invoice Sync is a Flectra extended module which is used for synchronization between flectra and Stripe.


Table of contents

Installation

To install this, follow below steps:

Usage

How to configure this module

  • Go to Stripe -> go to Credentials -> enter your Account Name and API Key.
../description/img/credentials.png


How to use this module

  • We can import records from stripe through this module and can also export records from flectra to stripe.
  • Click on Connector.
  • Select Import box for those models which you want to import from stripe.
  • Select your Stripe AccountID.
  • Select the time slot [start date and end date] as far as the records you want to import.
  • Click on Sync button.
../description/img/import.png
  • Click on Import History button, and you can see the history of imported records.
../description/img/import_button.png


../description/img/records.png
  • Click on stripe.connector and you can see the details of that connector from which the records were imported.
../description/img/record_connector.png
  • Go to Sales -> go to Customers
  • Apply the below filters:
    • Stripe ID is set
    • CreatedOn is {{date when the records were imported from Stripe}}
  • Now you can see customers here which was imported from stripe on the given date.
../description/img/customer.png
  • Go to Sales -> go to Products
  • Apply the below filters:
    • Stripe ID is set
    • CreatedOn is {{date when the records were imported from Stripe}}
  • Now you can see products here which was imported from stripe on the given date.
../description/img/products.png
  • Go to Accounting -> go to Invoices
  • Apply the below filters:
    • Stripe ID is set
    • CreatedOn is {{date when the records were imported from Stripe}}
  • Now you can see invoices here which was imported from stripe on the given date.
../description/img/invoice.png
  • In the same way you can export records from flectra to stripe. Select Export box for those models which you want to export from flectra and click on Sync button.
  • Click on Export History button, and you can see the history of exported records.
../description/img/export.png


../description/img/export_record.png
  • You can see customers and product in stripe which was exported from flectra.
  • In this module a Scheduled Action is syncing records from stripe to flectra automatically in every 24 hours.
  • Go to Settings -> go to Automation -> you can see the scheduled action here.
../description/img/action.png

Dependent modules

Change logs

Support

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