Settings page structure
The app settings page has three tabs:
- Configuration: enable/disable the app and set up field mapping rules,
- Billing: check subscription status and manage your subscription,
- Support: documentation and support links.
Configuration tab
Enable the app
Toggle Enable app to activate the app for your account.
- In sandbox mode, the app can be enabled without a subscription.
- In production, an active subscription is required.
- When the app is disabled, no automatic syncing occurs and manual sync is blocked.
Auto-sync
Toggle Auto-sync draft invoices to have the app automatically sync custom fields when a draft invoice is created or updated via webhook.
Auto-sync is recommended for most use cases. It ensures custom fields are populated without manual intervention.
Field mapping rules
You can configure up to 4 field mapping rules. Each rule maps a metadata key (or static value) to an invoice custom field label.
| Setting | Description |
|---|
| Invoice label | The label shown on the invoice header (max 40 characters) |
| Source key | Metadata key to look up (e.g., po_number, project_code) |
| Static fallback | Value used when no metadata is found for the source key |
| Enabled | Toggle individual rules on/off without deleting them |
Source resolution order
For each rule, the app checks these sources in order:
- Invoice metadata
- Customer metadata
- Checkout session custom fields
- Static fallback value
The first non-empty value found is used.
Billing tab
The Billing tab shows your subscription status and provides links to:
- Start a subscription (14-day free trial)
- Manage your existing subscription
- View pricing details
For full billing details, see Pricing & billing.
If you’re using the app in a Stripe Sandbox account, no subscription is needed. You can test freely.