Stripe: Send automated invoices with amoCRM
Stripe is an online service that helps you take care of your customer’s daily transactions and invoices. Whether you’re looking to bill customers on a recurring basis, set up a marketplace, or simply accept payments, Stripe can be very helpful.
Integrating amoCRM with Stripe lets you use amoCRM to its full potential. With the help of this widget, you can automate the invoicing and payment process completely.
amoCRM’s Salesbot in conjunction with Stripe makes your life even easier! It takes care not only of your chats with customers, but it also auto-generates and sends invoices that the customer can pay in one click. The invoice status will appear in every lead.
First of all, you need to register accounts in both amoCRM and Stripe. Now, you need to log into your amoCRM account and go to the Settings page. Choose the Integrations section and search for the Stripe widget.
Before you install the widget make sure that:
- You have administrative rights in amoCRM before you install this widget.
- Your account is in the English language as it is not supported in other languages
After you open the Stripe widget, click ‘+ Install.’ Choose ‘development mode’ at first, after the setup process is complete, you can switch to the live mode.
After you choose the mode, it will lead you straight to the login page. Enter your login details, and choose the correct amoCRM account – then press ‘Allow’.
Now, the widget is installed and we can start working with it!
How to use Stripe in amoCRM?
Stripe is a trigger you can set up in the DigitalPipeline. The triggers work according to conditions chosen by you. For example, when an email is received, Stripe can generate a payment link for the customer. After that, the system can automatically create a to-do to send the generated invoice.
When the Stripe widget is installed, it will generate a list of Stripe items for you in the Lists section and will sync all of your products from your Stripe account.
Please note there is no way to create or delete the products from the list through amoCRM. You can do that in your Stripe dashboard.
There are two ways to create the trigger: using the catalog items or the lead fields. For the trigger to work correctly in both cases, make sure that the lead has a Contact attached to it with their name, phone, and email filled in. Otherwise, the trigger won’t work.
Let’s take a closer look at both automatizations.
Creating invoices using catalog
For the first option to work, you will need to attach a product to a lead from the Stripe items list. To do so:
- Go to Leads – click on any lead card – press Setup
- Add another group of fields: press ‘+’ next to other groups of fields.
- Choose the ‘Stripe items’ list.
Now that the field group is added, we can add an item to each lead to get the trigger working. For that, go to the lead – click on the ‘Stripe items’ tab – press ‘Attach item’ and choose it from the list.
To set up the automatization, go to Leads – Setup – click on any empty space under the needed stage – scroll down and choose ‘Stripe’.
For this trigger to work, make sure that the pin ‘Create an invoice based on the products list linked to the lead’ is checked. Choose which condition the automatization needs to trigger: I will stick with the example above and generate the link ‘When an email is received’. All the other fields are optional – fill them in if needed. You can also change the stage of the lead after they invoiced. When you are finished, press ‘Done’ and Save the Digital Pipeline settings.
Now, when an email is received in this stage, an invoice will be generated and the status of it will be in the ‘Stripe’ lead tab.
A link to the invoice and a payment link will be saved in the lead card, as well.
When the invoice is paid, the status ‘Created’ will change to ‘Paid’.
Creating invoices using fields
The trigger with fields works almost the same way but instead of the items from the Stripe list, it uses the lead fields in amoCRM.
Just like for the first trigger, go to Leads – Setup – under the needed stage click on any blank space – scroll down and find Stripe – press – ‘+Add’. Turn off the ‘Create an invoice based on the products list linked to the lead’ pin.
Now, match all the fields in Stripe with the fields in amoCRM. You need to match the Item description and Subtotal (all the other fields are optional). After you are ready, press ‘Done’ and save the Digital Pipeline settings.
Make sure the amoCRM fields you’ve chosen to match the Stripe fields are filled in before you perform the automatization in the lead.
Now, when you move the lead from one stage to the other (or under the conditions you set up), the invoice will be generated using the lead fields and the links will be saved in the lead card.
Powering-up Salesbot with Stripe
Salesbot is a feature that helps you handle chats from your customers using the Digital Pipeline. Whenever you receive a message from a client in a certain stage, you can set up the Salesbot to answer to a client, perform an action (move to a different stage, set up to-do etc.), or add conditions related to when an action should be executed.
One of the things the Salesbot can do is send invoices to clients through the Stripe integration with Facebook chats. Let’s learn how to set it up!
First of all, you need to add “https://stripe.amocrm.com/” to the domains whitelist on the Facebook page. Make sure you have administrative rights on the Facebook page to complete this setup.
Here are the simple steps:
- Go to your Facebook page
- Click on the ‘Settings’ button in the top right corner.
- Choose the ‘Messaging platform’ section on the left
- Scroll down to see the Whitelisted Domains section
- Add “https://stripe.amocrm.com/” to the field and Save it
To set up a Sales Bot, go to Leads – Setup – under the necessary stage click on any blank space – choose ‘Salesbot’. Set up the condition to execute the bot and when you want it to be active. Click on the ‘+ Create a new bot button’, name your new bot and press ‘Create’.
Now, we can start working with the bot!
Let’s imagine the client is sending a message to you and you want to ask them if they want to receive an invoice. If they say ‘yes’, the Salesbot sends them an invoice.
To make this automatization, we will set up:
- Step 1 – ‘Send message’. Send the question as a message and add two buttons: ‘Yes’ and ‘No’.
- Step 2 – add the next step only in the case where the client says ‘Yes’. For that, press ‘Add next step’ following the ‘Yes’ answer.
Step 3 – for the next step, choose ‘Widgets’ and press ‘+Add’ below ‘Stripe’. This is what you will see:
- Step 4 – match all the invoice fields to the fields in amoCRM or check the pin ‘Create an invoice based on the product list linked to the leads’.
In the first case, the invoice gets created based on the lead card fields. In the second case, based on a catalog item attached to the lead
After you are happy with the Setup, Save the bot and it will start running.
Let’s take a look at our example in action.
The bot works under the condition you set – mine was when the lead is moved to the ‘Payment link’ stage. If the required fields for the invoice are empty, the Salesbot will remind you to fill them in. Here is what you will see in amoCRM (please note that the buttons the bot sends are only visible for the client):
Here is what the client will see:
Here is what they see after clicking ‘Pay’:
Questions about Stripe
We prepared a list of popular questions about Stripe in conjunction with amoCRM. They will help you start on your journey with this amazing software.
Do I pay monthly fees in Stripe?
No monthly fees, pay as you go. Stripe charges a percentage per successful card charge.
How much are the payment gateway fees to use Stripe?
2.9% + $.30 per transaction. Visit Stripe’s pricing page for details.
If I have an issue with a transaction, who do I contact?
You should contact Stripe support.
Why use the Stripe widget?
With the help of the widget you will be able to: Get an up-to-date product catalog from Stripe in real time Issue an invoice with the help of the trigger in the Digital Pipeline using an existing item, or adding a new one Get a payment link and send it to a customer through any communication channel Set up a Salesbot that will help your customer pay the bill
What payment methods can I accept through Stripe?
With Stripe, you can charge almost any kind of credit or debit card: U.S. businesses can accept Visa, MasterCard, American Express, JCB, Discover, and Diners Club.
Can I use Stripe without Salesbot?
Yes, you can. You will need to create an automatization to create the payment links and send them manually.
Is Stripe PCI-Compliant?
Yes. Stripe is certified as a PCI Level 1 Service Provider. To learn more, visit their documentation on their security practices.