Stripe Integration

Configure online card payments for your proformas and invoices. Customers pay directly from the PDF with a button, and the payment is automatically recorded in iFlows.

HOW IT WORKS

1. Generate the document — activate the payment button on a proforma or invoice and generate the PDF.
2. Send to customer — send the document through the platform's usual means.
3. Customer pays — they pay by card on the Stripe page, and the payment is automatically recorded.

BEFORE YOU BEGIN

You essentially need only one thing from your Stripe account — the secret key:

• Secret Key — starts with sk_test_ (test) or sk_live_ (live). The public key pk_ is not accepted.
• Active Stripe Merchant Account — from which you obtain the key; no other prior configuration is needed.
• (Optional) Webhook Secret — whsec_…; in most cases, it is configured automatically upon connection.
• (Optional) Bank Account — the account where payments are recorded; if left empty, one is created automatically.

Step 1 Prepare your Stripe account

📍 Stripe Account → Developers → API keys

Log into your Stripe account and open the access keys area (Developers → API keys). Copy the Secret Key — it is the only value you need to connect iFlows.

Step 2 Install the integration in iFlows

📍 Settings → Integrations → Available

Go to Settings → Integrations, open the Available tab, and click on the Stripe card.

▸ The "Available" tab — click on Stripe to open the connection window.

Complete the connection window and click Activate:

▸ "Stripe Integration" window — enter the secret key and activate the integration.

The integration now appears in My Integrations, along with the payment method "Stripe Payment", created automatically — all card payments appear here.

Step 3 Verify and manage the integration

📍 Settings → Integrations → Installed (Stripe row)

After installation, you have three action buttons on the Stripe row:

▸ The three buttons on the Stripe row and their respective roles.

Click Generate test payment link to quickly verify that the link to Stripe is working — without creating a real document.

▸ Test successful — the demo link confirms that the integration is operational.

From Integration Settings you can change the key, bank account, or notification code at any time.

▸ "Integration Settings" — leave Secret Key empty to keep the current key; Webhook URL is displayed for informational purposes only.

Step 4 Add the payment link to documents

📍 Sales → Proforma Invoices / Invoices → PDF Export Options

Open a proforma or an invoice in the form, scroll to the PDF Export Options section and activate the Include Payment Link switch. If you have multiple payment integrations, choose Stripe from the selector. Save, then generate the PDF from the document list.

▸ "PDF Export Options" section with "Include Payment Link" enabled and Stripe processor selected.

Step 5 Customer pays by card

📍 Document PDF → Stripe secure page

In the generated PDF, the green "Pay by card" button appears:

▸ Proforma PDF with the "Pay by card" button. The amount, currency, and customer details are automatically imported.

The customer clicks the button and reaches the secure Stripe page, where the email is already pre-filled. They enter card details and complete the payment:

▸ Stripe payment page — customer email is pre-filled, and the description contains the document type, series, and number.

Step 6 Payment is automatically recorded

📍 In the background, after Stripe confirmation

If the notification link (Webhook) is configured, Stripe automatically sends confirmation to the platform, and the payment is recorded in the background:

• For an issued invoice, a payment is recorded with the Stripe Payment method, and the invoice becomes Paid.
• For a proforma, the payment is recorded as an advance (favorable balance for the customer); the proforma remains without the paid invoice status.

• Link valid for 24 hours — after 24h the link is no longer valid; regenerate the PDF → a new link is created.
• Modifying the document → new link — repeatedly generating an unmodified document reuses the same link; modifying it produces a new one.
• After payment, the button disappears — regenerating a document already paid no longer produces a link — preventing a second payment.
• Default currency only — if the button is missing even though the option is enabled, check the document's currency.
• Email AND phone required — the platform requires both customer data points, even though only the email is actually used on the Stripe page.
• Confirmation depends on Webhook — automatic payment recording only works with the notification code configured.
• Proformas ≠ invoices — paying an invoice marks it as Paid; paying a proforma is recorded as an advance.
• Processor selector — appears only with two or more payment integrations; with only one, Stripe is chosen automatically.