Connect Stripe with Moneybird and automatically process Stripe payments as invoices. Save time on your administration and keep Moneybird up to date.
1. Connect to Stripe
Connecting to Stripe starts off by clicking the "Connect your.." button:
This will take you to this screen, where you are prompted to enter your Stripe API key. Go ahead and click the link provided, which will take you to the API keys in your Stripe account:
Copy the private key under "Standard Keys." If the key isn't visible, you can create a new one by clicking "+ Create secret key."
In case you clicked "+ Create secret key", now select "Building your own integration" to assign the correct permissions. The other option has limited permissions and therefore cannot retrieve transactions:
A verification request will be sent to the Stripe administrator. This verification must be approved. Once approved, the secret key will be visible. Copy it.
Now you're ready to paste the key in the aforementioned connection screen and press "Save":
Note: To retrieve payouts and associated payments from Stripe, the payout schedule must be set to "Automatic". More information about this can be found in this article.
2. Connect to Moneybird
To connect to Moneybird, click the "Connect your.." button:
If you're not logged on to Moneybird, you'll see this login screen:
After logging in with a user account with sufficient rights, you will see the screen where you can give the app access to your administration:
Here, select the relevant administration and click "Toestaan." Combidesk will now have access to the data in your administration via the Moneybird API.
3. Configuration of the integration
For the integration to work properly, it must be configured correctly. In the paragraph below, we'll go through all the steps of the integration in sequence. Before starting the installation, we recommend that you first carefully read through these steps.
Configure these Stripe steps:
Export existing payouts
Pick a date in the past, present, or future. The first eleven imported items are free of extra charge.Sync invoices
Do you want to synchronise (credit) invoices to Moneybird too?Synchronise paid orders only?
Should only paid orders be synchronised? (as opposed to all orders)Export existing invoices
Pick a date in the past, present, or future. The first eleven imported items are free of extra charge.Register payments
Do you want to register payments for paid orders?Export existing credit notes
Pick a date in the past, present, or future. The first eleven imported items are free of extra charge.
Configure these Moneybird steps:
Select financial account
Select the account on which the transactions should be booked. Moneybird bankaccount can't be used, so are excluded from this list.Ledger account Payment Service Provider costs
In this step, select a balance category where the transaction fees from the payout should be booked. In this article, you'll learn how to create this category and how the purchase invoice is processed correctly in the administration.Ledger account payouts
Select a ledger account for payoutsLedger account outgoing transfers
Select a ledger account for outgoing transfersSelect a ledger account
This ledger account is used when creating the invoiceInsert orders as
Specify how the orders should be inserted into Moneybird.Select an invoice profile
This profile is used creating the sales invoiceSelect the product ledger account
This ledger account is used when creating the productDesired invoice status, and preference for sending the invoice
Indicate what status the sales invoice should have in Moneybird. You can also choose to have Moneybird send the invoice. In that case, the standard shipping method for the Moneybird contact will be applied.
Note! We only do the actual sending for invoices that are not part of the initial export of invoices.Select workflow
This workflow will be added to the sales invoicesAdd product numbers to invoice lines
Should product numbers be added to the invoice lines?How do you want to handle VAT for orders to individuals in other EU countries?
Do you ship to individuals in other EU countries? Then you can pick one of the VAT arrangements below. If you want to keep using the rules of before July 1, 2021, select "Charge VAT based on the webshop's country", then the regular VAT of your country will be charged.
Make sure you webshop configuration aligns with this choice!
For more information, please see this Moneybird article (Dutch).Periodes
Do you want to use the periods added to the Stripe invoice in Moneybird too? Beware, the periods need to be opened in Moneybird.Default debtor
If you want to post all orders to the default customer, enter the code of the default customer here. This default customer is NOT used for invoices to foreign customers, as such invoices require additional information (e.g. VAT number).Select a ledger account for shipping costs
This ledger account is used for the shipping costs invoice line when creating the invoice
4. The Combidesk customer dashboard
How does the dashboard work?
If you've created a new Combidesk account or installed a integration, you'll receive an email with access to your Combidesk account. When you log in to combidesk.com, you'll arrive at the dashboard. This is where your integration is located. From here, you can easily adjust your integration and account settings, view the integration logs (history), and access support.
What can you view via your Combidesk account?
From your Combidesk dashboard you also have access to your account settings, connected accounts, billing and support.
5. What can you expect from Combidesk?
We understand you're busy or perhaps have little software experience. That's why our specialized team is always ready to help. Take advantage of our installation packages to save yourself even more time.
Installation appointment
If you're short on time or would like us to handle the entire installation, take advantage of our remote implementation support. We'll take care of everything for you right away and deliver a fully functional connection. For most connections, installation support costs a fixed fee of €150, while others cost €300. If you decide not to continue with the connection after the trial period, there's no charge. Schedule an installation appointment below and schedule it right away.
Explanation of service level (SLA) subscriptions (Basic, Pro, Premium)
To help you use our integration effectively, we offer three service levels: basic, pro, and premium. You can always change the service level in your integration. The price will be adjusted for the next billing period.