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Prerequisites

Before installing, make sure you have:
  • a Stripe account where apps can be installed,
  • permission to manage invoices and customers in Stripe.

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Step 1: Install the app in Stripe

  1. Install the app from the Stripe App Marketplace.
  2. Open App settings after installation.
  3. Confirm the app has access to required Stripe scopes.

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Step 2: Start your subscription

In the app settings:
  1. Open the Billing tab.
  2. Click Start subscription to begin your 14-day free trial.
  3. Complete checkout and return to Stripe.
If you’re using the app in a Stripe Sandbox account, no subscription is needed. You can test freely.

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Step 3: Enable the app

In the app settings:
  1. Open the Configuration tab.
  2. Toggle Enable app to activate the app.
  3. Configure your field mapping rules (see Configuration).
  4. Click Save.

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Step 4: Validate end-to-end

  1. Create a test invoice in Stripe with metadata matching your configured source keys.
  2. Check that the custom fields are automatically filled on the draft invoice.
  3. Open the invoice detail page and verify the sync status in the app panel.

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Sandbox vs production

  • Sandbox/testing: no subscription required. The app can be enabled freely.
  • Production/live: an active subscription is required before the app can be enabled.