How to Generate Invoices Automatically Using Stripe and Google Sheets with Pabbly Connect

Learn how to generate invoices automatically using Stripe and Google Sheets with Pabbly Connect. Step-by-step tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Invoice Automation

To generate invoices automatically using Stripe, we will utilize Pabbly Connect. Start by navigating to the Pabbly Connect website. If you don’t have an account, you can sign up for free. This process takes only a few minutes and gives you access to 100 free tasks per month.

Once you have signed in to Pabbly Connect, you will be directed to the dashboard where you can manage your workflows. Click on the ‘Access Now’ button under Pabbly Connect to proceed to the workflow section where you can create new workflows.

Creating a New Workflow in Pabbly Connect

In this step, we will create a new workflow in Pabbly Connect to automate the invoice generation from Google Sheets to Stripe. Click on the ‘Create Workflow’ button and name your workflow. For this tutorial, name it ‘Generate Invoices Automatically Using Stripe.’ Select a folder to save your workflow, and then click on ‘Create’.

In the workflow setup, you will see two sections: Trigger and Action. The Trigger section is where you define the event that starts the automation, and the Action section is where you define what happens next. For our integration, we will use Google Sheets as the Trigger application and Stripe as the Action application.

• Select Google Sheets as the Trigger application.
• Choose the trigger event ‘New or Updated Spreadsheet Row’.
• Connect your Google Sheets account to Pabbly Connect using the provided webhook URL.

After setting up the trigger, your workflow is ready to respond to new entries in your Google Sheet. This integration is crucial for automating the invoice generation process.

Setting Up Google Sheets for Invoice Details

Now that we have configured Pabbly Connect, it’s time to set up Google Sheets. Open your Google Sheet that contains customer details and purchase information. Ensure the sheet has columns for customer name, email, customer ID, product ID, amount, and product name.

To connect Google Sheets to Pabbly Connect, go to the Extensions menu, select Add-ons, and search for ‘Pabbly Connect Webhook’. Install this add-on if you haven’t already. After installation, navigate back to the Extensions menu, select Pabbly Connect, and open the initial setup.

• Paste the webhook URL from Pabbly Connect into the setup.
• Specify the trigger column (e.g., column F) where you will add purchase details.
• Enable the ‘Send on Event’ option to automate data transfer to Pabbly Connect.

With these settings, every time you add a new purchase detail, the information will automatically be sent to Pabbly Connect for invoice generation.

Formatting Invoice Data for Stripe

After receiving data from Google Sheets, Pabbly Connect will process this information to format it correctly for Stripe. The first action will involve using the ‘Number Format’ by Pabbly to adjust the amount for Stripe’s requirements.

Select the action step in Pabbly Connect and choose ‘Number Format’. Set the action event to ‘Perform Math Operation’. You will multiply the amount by 100 to convert it to the proper format that Stripe accepts.

Map the amount from Google Sheets to the action step. Set the operation to multiply and enter 100 as the multiplier. Save and test the request to ensure the amount is formatted correctly.

Once the amount is formatted, you can proceed to create the invoice item in Stripe using the formatted data.

Creating an Invoice in Stripe

With the formatted amount ready, the next step in Pabbly Connect is to create an invoice item in Stripe. Select Stripe as the action application and choose ‘Create an Invoice Item with Price Object’ as the action event.

To connect your Stripe account, you will need the API key from Stripe. Navigate to the Stripe Developer section, reveal your test secret key, and copy it. Paste this key into Pabbly Connect to establish the connection.

Map the customer ID and product details from the previous steps. Set the currency to INR for Indian Rupees. Save and send a test request to create the invoice item.

After successfully creating the invoice item, you can now generate the final invoice in Stripe using the details mapped from Google Sheets.

Finalizing the Invoice Creation Process

Now that you have created the invoice item, the last step in Pabbly Connect is to finalize the invoice creation in Stripe. Select Stripe again as the action application and choose ‘Create an Invoice’ as the action event.

Ensure you are using the existing connection to Stripe. Fill in the required details such as customer ID, collection method (select ‘Charge Automatically’), and product description. Map the product name from Google Sheets to the description field.

Map all necessary details from the previous steps. Click on ‘Save and Send Test Request’ to generate the invoice. Verify the response to ensure the invoice was created successfully.

Upon successful creation, you can check your Stripe account to see the newly generated invoice, confirming that your integration works flawlessly.

Conclusion

In this tutorial, we explored how to generate invoices automatically using Stripe and Google Sheets with the help of Pabbly Connect. By following these steps, you can streamline your invoicing process and save time. Automate your customer invoicing today with this powerful integration!