What is Stripe for?
Stripe is one of the most popular services in the world for collecting credit card payments.
Visit the website https://stripe.com to learn more and create your account if you haven't already.
1. How does the Stripe/Hubflo integration work?
2. How to activate the integration?
3. How to activate auto-charge payment ?
How does the Stripe/Hubflo integration work?
Once the integration is activated and set up, there is nothing more for you to do on a daily basis.
A unique Stripe payment link will automatically be added to each invoice issued (with "Credit Card" as the payment method).
Your client will be able to click on the "pay the invoice" button and will be redirected to the Stripe payment page.
As soon as you have received payment from your client on Stripe, the corresponding invoice will be marked as "paid".
2. How to activate the integration?
In your Stripe Dashboard, click on “Developers” then select the “Webhooks” tab
Click on “add an endpoint”
Paste this URL in the field “URL”:
https://app.hubflo.com/stripe/checkout_completedThen click on “Select events” below and select:
checkout.session.completed> validateNow click on the tab “API Key”
Click on “create a secret key” and then click on the Token to copy it
Step 2: Activate the integration on your Hubflo account
Go to settings (top right) > Integrations > Click on "activate"
Retrieve your Stripe secret API key
Go here or click on "Developer" at the top right and then on "API Keys"
Paste your Stripe API key and validate
And that's it, your integration is activated! 👏
3 - How to activate auto-charge payment ?
You can enable the option to automatically collect payment from the client at the time of creating a standard invoice or a subscription on Hubflo.
To do this, make sure to check "Credit card", "Bank Transfer" or "ACH" in the payment methods, otherwise it will not work! 🙂
1. In the case of a standard invoice:
At the "payment" step, you can select the option "automatically collect via Stripe".
If your client already exists on Stripe and has a registered payment method, they will be charged automatically, and the invoice will be marked as "paid".
If not, you can send the invoice to your client, and when they pay it, their payment method will be saved for next time.
Your client will receive a message from Stripe informing them that their payment details have been saved 🙂
2 - In the case of recurring invoices :
Similarly, when you create a subscription, you can choose to activate automatic collection via Stripe at the "Payments" step:
You can automate everything!
→ By selecting the automatic invoice sending option, you can align it with your scheduled payment plan.
