How to Invoice Customers with Stripe

Create billables on opportunities or tickets, connect Stripe, and send invoices. This guide covers the Finance module and Stripe integration.

Introduction

Why invoice from the CRM?

When quotes and invoices live in spreadsheets or a separate system, it's hard to see what's been billed for which deal and what's paid. Piraja's Finance module (billables) works with the Stripe Integration so you can add billable line items to opportunities or tickets and generate Stripe invoices directly from the CRM. Payment status and customer billing history stay in sync with Stripe.

You need the Finance module and the Stripe integration enabled for your business. Your Services Module catalog can be synced to Stripe so products and pricing are consistent between the CRM and Stripe.

Step 1: Connect Stripe

What you need

• A Stripe account. If you don't have one, sign up at stripe.com.
• Access to the Stripe integration in Piraja (your business administrator enables integrations).

How to connect

1. Go to the Stripe integration or Finance/Stripe settings in your CRM.
2. Choose Connect Stripe (or equivalent). You'll be guided through Stripe Connect or OAuth so Piraja can create and send invoices on your behalf.
3. Complete the connection and grant the requested permissions. Once connected, you can create invoices from billables and, if you use it, sync your service catalog to Stripe products.

For full setup details, including webhooks and sync options, see the Stripe Integration guide.

Step 2: Add billables to an opportunity or ticket

Where to add billables

Billables (line items) are added on Opportunities or Tickets. That way the invoice is tied to the right deal or support case and to the contact or company.

How to add line items

1. Open the Opportunity or Ticket you want to bill from.
2. Find the Billables tab or section (or equivalent in your app).
3. Add line items: either select from your Services catalog (if synced to Stripe) or add custom items. Enter description, quantity, and price (and VAT if applicable).
4. Ensure the customer (individual or organization) is set on the opportunity or ticket so the invoice is sent to the right party.
5. Save. The billables are now the basis for generating a Stripe invoice.

Step 3: Generate and send the invoice

Creating the invoice

1. From the same opportunity or ticket, use the option to generate an invoice or create Stripe invoice from the billables.
2. The integration creates an invoice in Stripe using the line items and customer linked to the opportunity or ticket.
3. The invoice can be sent to the customer by email from Stripe, or you can send the link yourself. Payment status (e.g. paid, overdue) is tracked in Stripe and can be reflected in the CRM depending on your setup.

After sending

• Track payment status in your Stripe dashboard and, if supported, in the CRM.
• For overdue invoices, use Stripe's reminders or follow up manually. See How to Get Paid Faster for tips.

Using the Services catalog with Stripe

If your business uses the Services Module, you can define products and pricing there and sync them to Stripe. That way:

• Line items added from the catalog are consistent with Stripe products.
• You don't have to re-enter prices each time; you pick the service and quantity.
• Updates to the catalog can be synced so Stripe stays in line with your offerings.

Check the Stripe integration and Services documentation for how to enable and run the sync.

Best practices

Keep your Services catalog up to date

If you use the catalog, keep product names and prices current so that when you sync to Stripe or add billables from the catalog, the data is correct.

Add billables as you agree scope

Add or update billables on the opportunity or ticket as you agree scope with the customer. That way when you're ready to invoice, the line items already reflect the deal and you only need to generate the invoice.

Use Stripe for payment tracking and reminders

Rely on Stripe for payment status and, where available, automated reminders for overdue invoices. That keeps cash flow visible and reduces manual follow-up.

Frequently asked questions

Do I need Stripe to use billables?

You can use the Finance module to track what you're billing (add billables to opportunities or tickets) without Stripe. However, creating and sending invoices and receiving payment require the Stripe integration. Connect Stripe to send and get paid for invoices.

Can I invoice from both opportunities and tickets?

Yes. Billables can be added to both opportunities (e.g. sales deals) and tickets (e.g. support or project work). Use whichever record fits the work you're billing for.

What if the customer is not in Stripe?

The integration typically creates or matches the customer in Stripe using the contact or company linked to the opportunity or ticket. Ensure the opportunity or ticket has the correct individual or organization and that their email (and any required billing details) are present so Stripe can create or find the customer.

Who can I contact for help?

Contact support at support@piraja.io. For Stripe account or payment issues, see Stripe's own support.

Conclusion

To invoice customers with Stripe from Piraja: connect your Stripe account, add billables to opportunities or tickets, and generate invoices from the CRM. Keep your Services catalog in sync with Stripe when you use it, and use Stripe for payment tracking and reminders. For more detail, see the Stripe Integration and Finance (Billables) guides.