Connect Kable to your accounting software to process invoices
Kable integrates with leading payment providers to enable you to automatically collect payments from your customers.
By connecting your payments solution to Kable, Kable can automatically process customer invoices and collect payment from your customers. To get started, simply connect your payment software and link customers to their accounts in external services.
Connect Your Payment Software
You can connect your payment software from the Payments tab of your Kable dashboard. In this connect flow, you will authorize Kable to read and write data to your payments system and invoice your customers.
Payment integrations are only available to Kable customers on a paid plan.
Once you've connected your payment software to Kable you'll be able to link customer accounts across services.
Find additional details about your specific payment provider below:
- Bill.com (coming soon)
- Paddle (coming soon)
If you use a payments solution that we do not yet support, please let us know.
Kable uses Stripe Connect to process customer invoices on your behalf.
You can learn more about Stripe Connect through Stripe's documentation.
Connecting to Stripe
Stripe Connect allows you to connect your Stripe account to Kable and grant authorization to Kable to create invoices on your behalf.
Connecting your Kable account to Stripe is easy. From the Payments tab in your dashboard click Connect to Stripe to enter the Stripe Connect flow. Upon successful connection to Stripe, you'll be returned back to the Kable dashboard.
Linking Stripe Customers
Once connected to Stripe you can assign Stripe customer IDs to your Kable customers.
- If you have existing Stripe customers, you can pass a
stripeCustomerIdinto your Kable create customer request or you can manually set a Stripe customer ID for a customer in the dashboard..
- If you do not have existing Stripe customers, Kable can create linked Stripe customer profiles for you when you create customers on Kable by adding a
stripe=truequery parameter to your create customer request.
It is up to you to ensure that each Stripe customer has a default payment method on file to process Kable invoices. If you need to collect credit cards from your customers to store in Stripe, you can use the add customer payment method API to generate a short-lived Stripe Checkout URL to collect a credit card.
Customer Payment Methods on Stripe
When using Kable with Stripe, linked customers must be configured with a default payment method. If a customer is missing a default payment method, invoices will fail to process through Stripe with a
It is not required to bill all of your customers through Stripe. If a Kable customer does not have a linked Stripe account (configured in the Integrations section of the Customer page), Kable will simply not charge that customer through Stripe.
Invoicing through Stripe
When Kable invoices your customers through Stripe, your customers won't even know that Kable is there. The branding, copy, and messaging on any Stripe transactional emails and notifications will be defined by you. You can configure and customize your branding and theme on your Stripe dashboard.
Managing Stripe Invoices
Kable invoice IDs and customer IDs will always be included in the metadata of an invoice created on Stripe, so you can always tie Kable invoices back to Stripe invoices.
Once Kable sends an invoice to Stripe, that invoice cannot be updated on Kable. Data only flows one way in this regard -- if you make changes to an invoice directly through Stripe, those changes will not be reflected in Kable.
Stripe has distinct Live and Test environments. Kable also has Live and Test environments. When you go through the Stripe Connect flow to link your Stripe account to Kable, you are enable linking of your Stripe Live and Test environments to Kable.
When linking Stripe customers to Kable customers:
- Kable customers in the Live environment should be linked to Stripe customers in the Live environment
- Kable customers in the Test environment should be linked to Stripe customers in the Test environment
Updated 5 months ago