Documentation

1. Purpose

Many businesses charge on Stripe but need valid Portuguese tax documents in InvoiceXpress. The connector fills that gap: it imports Stripe invoices and customers, lets you review tax ID, VAT and details, then creates the document in InvoiceXpress — with human review or automation, per your rules.

It does not replace Stripe or InvoiceXpress: it bridges them, with the web app as the workspace where you configure the account and manage invoices. The Stripe plugin opens that app and shows status in the Dashboard.

2. How it works

The product has three parts that work together:

1. Stripe App (plugin) — UI Extension in the Stripe Dashboard. See whether the account is configured and open the web app (secure handoff). Setup happens in the web app.
2. Web app — invoice and customer lists, review, IX creation, automation, Service billing, and support tickets. (stripe-ix.betacode.tech)
3. API — syncs data, stores credentials per account, processes webhooks and queues (IX creation, backfill, automation).

Typical flow: paid invoice on Stripe → synced in the app → review / adjust VAT → create InvoiceXpress document (manual or automatic) → IX status visible in the list.

3. Configure your account

Follow these steps on first install:

1. Install the app
   Install from the Stripe Marketplace on the intended Stripe account (test or live). Stripe Marketplace.
2. Open the plugin
   In the Stripe Dashboard, open the app. If setup is not finished, it shows a notice and a button to the web app.
3. Configure in the web app
   Use that button to open the web app and finish the setup wizard: InvoiceXpress account, optional webhook, and issuance rules.
4. Return to the plugin
   When setup is complete, the plugin shows the account as ready and the button to open the web app.
5. Work in the web app
   The session stays in the browser — later visits can go straight to the app if you are still signed in. Review and issue invoices there.

You can update InvoiceXpress credentials and rules later in the web app Settings.

4. Using the app

• Invoices — see synced Stripe invoices, InvoiceXpress status, filter and select to create IX documents in bulk or one by one.
• Customers — view and edit data (including default IX VAT rate) before issuing.
• Tax — apply or change VAT on selected invoices; the connector can infer rates from the customer country on sync.
• Ignore / manage — mark invoices not to sync, cancel in IX, or reopen flows as available in the table.

Recommendation: on first use, create a few invoices manually to validate tax ID, addresses and VAT before enabling automation.

5. Automation

In Settings (and shortcuts in the app bar) you can enable automatic creation in InvoiceXpress:

• Instant — when a relevant invoice webhook arrives from Stripe.
• Nightly catch-up — at end of day creates missing documents per your preferences.

Automation uses the rules and rates you define; keep monitoring the invoice list and IX status.

6. Trial and plans

New accounts start with a trial of 5 InvoiceXpress invoices. After that, choose a monthly or yearly plan on the pricing / billing page. Payment for the Service subscription is via Stripe Checkout / Customer Portal.

Billing your customers stays on Stripe; the subscription here only covers connector usage.

7. Support and more

• Support tickets inside the app (Support menu), when signed in.
• Frequently asked questions
• Privacy Policy · Terms of Service
• Betacode

Back to home