Stripe

Use the Stripe integration to:

• Add Stripe payment links to Sequence invoices to provide additional payment methods
• Automatically charge customers when you send invoices (auto-charging can be disabled)
• Automatically mark Sequence invoices as paid once payment is received

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Start guide

Follow the below steps to get started:

1. Head to the Integrations page to connect to Stripe. This will take you to a Stripe onboarding flow to create a new connected Stripe account. Stripe requires partner apps to create separate ringfenced accounts.
2. If you have an existing Stripe account with customers and payment methods, you can copy them over in a few steps.
3. Link your Sequence customers to Stripe customers. Sequence will use the payment method on file to automatically charge your customers when an invoice is sent.

During onboarding, Stripe will request standard information about your business to verify your account. Ensure that you provide complete business information to avoid the risk of suspension or payment interruptions later on.

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Recommended Stripe account setup

• Enable payment receipts
• Set up payment methods
• Check Stripe account status

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Collecting payments with Stripe

Collecting payments with Stripe is straightforward. To automate collections for a customer, enable Stripe payment links on the customer’s billing schedule, create one-time invoices with payment links or add a payment link to an existing draft invoice.

• Billing schedules
• One-time invoices
• Draft invoices
• Sent invoices

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Example payment flow

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Charging customers automatically

Charge customers automatically once a payment method is on file (e.g. card details or a direct debit). Sequence initiates the payment when you send the invoice to the customer.

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Linking Sequence customers to Stripe

Once integrated with Stripe, Sequence will handle creating customers in Stripe. Customer details are pushed into Stripe when the first payment link is created. Login to your Stripe dashboard to view your customers. You can unlink Sequence customers from Stripe from the Sequence dashboard.

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Reconciling invoices

Invoices with Stripe as a payment method are automatically marked as paid in Sequence once the Stripe collection has taken place.

To reconcile payments against invoices in your Accounting system or ERP, use one of Stripe’s native Accounting or ERP integrations to sync in payment feeds.

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Dealing with failed payments

Sequence automatically charges customers with a payment method on file when you finalize an invoice with Stripe enabled.

Payments fail for a number of reasons, including expired card details and insufficient funds (learn more). When a payment fails, Sequence notifies you and your customer via email.

To make the payment, your customer needs to provide an updated payment method. Your customer can pay for the invoice by selecting the Pay using Stripe link from their invoice email notification or via their customer portal.

• Failure notification
• Making payment
• Tracking payments in Stripe

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Charging self-serve customers

Collect customer payment information as part of your onboarding and charge customers automatically.

Add Stripe customers as part of your onboarding and collect payment details upfront:

1. Implement a Stripe onboarding user flow using the Stripe SDK. Your Sequence Stripe Connect account comes with API keys that you can use.
2. Use the Stripe SDK to collect the payment details of your customers.
3. Going forward Sequence will then use the Stripe customer ID to charge the payment details you have collected during onboarding.
4. You would then use the Stripe SDK to create a Stripe customer and associate the payment details with that Stripe customer. Once you have a Stripe customer ID, you can submit an update customer request to Sequence containing the Stripe customer ID (see below). That request will associate the Stripe customer ID with the Sequence customer ID.
5. Decide whether to show or hide payment links on invoices and whether to issue receipts via Stripe.

Here is an example request that contains a Stripe customer ID in our API reference (a PUT request to update the customer and contains the following request body):

{
  "address": {
    "country": "GB",
    "line1": "Flat 1",
    "line2": "123 Fake Street",
    "postcode": "AB1 2EF",
    "town": "London"
  },
  "billingEmails": [
    "exampleCorpInvoices@example.com"
  ],
  "contactName": "John Doe",
  "customerAliases": [
    "b1c87177-088a-40ec-8917-9809343f3f9c"
  ],
  "email": "john@example.com",
  "externalIds": [
    {
      "key": "Xero",
      "value": "123456789"
    },
    {
      "key": "Stripe",
      "value": "cus_OCtCxqQDgu1uX9"
    },
    {
      "key": "HubSpot",
      "value": "123456789"
    }
  ],
  "label": "Example customer",
  "legalName": "John Doe",
  "taxStatus": "TAXED",
  "telephone": "02010001000",
  "url": "https://example.com/"
}

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Copying existing customers into your new Stripe account

Your new connected Stripe account will receive all of the Stripe Customers and associated stored payment details from your original Stripe account.

A data copy involves two parties: the sender account and the recipient account (Stripe Docs):

Sender account: The Stripe account currently storing the customer data. This is the account to copy the data from. Recipient account: The Stripe account where you want to store the customer data. This is the account to copy the data to (your new account connected to Sequence).

Learn more about copying customer details across counts in the Stripe docs.

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Frequently asked questions