FAQs - Frequently Asked Questions

FAQs - Frequently Asked Questions

IMPORTANT: Always check your Microsoft Business Central account after synchronization to ensure your data has been properly transferred.

What does this integration do?

This integration helps you:

  • Convert your Microsoft Business Central invoices into Stripe records

  • Maintain synchronization between Business Central and Stripe contact and invoice data

  • Automatically generate invoice entries for all transactions

  • Monitor sync status and efficiently manage your financial records

  • Create invoice records based on your preferences

What does this integration do?

This integration helps you:

  • Convert your Microsoft Business Central invoices into Stripe records

  • Maintain synchronization between Business Central and Stripe contact and invoice data

  • Automatically generate invoice entries for all transactions

  • Monitor sync status and efficiently manage your financial records

  • Create invoice records based on your preferences

What does this integration do?

This integration helps you:

  • Convert your Microsoft Business Central invoices into Stripe records

  • Maintain synchronization between Business Central and Stripe contact and invoice data

  • Automatically generate invoice entries for all transactions

  • Monitor sync status and efficiently manage your financial records

  • Create invoice records based on your preferences

How do I configure custom mapping settings for Business Central Stripe integration?

Go to installed apps, then select Business Central and click on "sync settings"

How do I configure custom mapping settings for Business Central Stripe integration?

Go to installed apps, then select Business Central and click on "sync settings"

How do I configure custom mapping settings for Business Central Stripe integration?

Go to installed apps, then select Business Central and click on "sync settings"

How do I generate automatic invoices in Business Central using Stripe?

The process involves several key steps:


  • Connect Stripe to Business Central:

Access the Business Central App Store and find a Stripe integration app

Install the app and provide your Stripe account credentials to establish a connection


  • Set up Stripe subscriptions or recurring billing:

In your Stripe dashboard, create customer subscriptions or recurring billing plans for your products or services


  • Configure automatic invoice generation:

Within the Stripe integration app in Business Central, define the settings for automatic invoice creation

Specify which Stripe events should trigger invoice generation in Business Central (e.g., new subscription billing cycle, payment successful)


  • Map customer and invoice data:

Ensure that customer details and invoice items in Stripe are correctly mapped to the corresponding fields in Business Central to maintain data consistency


How do I generate automatic invoices in Business Central using Stripe?

The process involves several key steps:


  • Connect Stripe to Business Central:

Access the Business Central App Store and find a Stripe integration app

Install the app and provide your Stripe account credentials to establish a connection


  • Set up Stripe subscriptions or recurring billing:

In your Stripe dashboard, create customer subscriptions or recurring billing plans for your products or services


  • Configure automatic invoice generation:

Within the Stripe integration app in Business Central, define the settings for automatic invoice creation

Specify which Stripe events should trigger invoice generation in Business Central (e.g., new subscription billing cycle, payment successful)


  • Map customer and invoice data:

Ensure that customer details and invoice items in Stripe are correctly mapped to the corresponding fields in Business Central to maintain data consistency


How do I generate automatic invoices in Business Central using Stripe?

The process involves several key steps:


  • Connect Stripe to Business Central:

Access the Business Central App Store and find a Stripe integration app

Install the app and provide your Stripe account credentials to establish a connection


  • Set up Stripe subscriptions or recurring billing:

In your Stripe dashboard, create customer subscriptions or recurring billing plans for your products or services


  • Configure automatic invoice generation:

Within the Stripe integration app in Business Central, define the settings for automatic invoice creation

Specify which Stripe events should trigger invoice generation in Business Central (e.g., new subscription billing cycle, payment successful)


  • Map customer and invoice data:

Ensure that customer details and invoice items in Stripe are correctly mapped to the corresponding fields in Business Central to maintain data consistency


My Business Central invoice was created. How do I verify it in Stripe?

Open your Stripe account and navigate to the invoices section. If any errors occurred during integration, you can view the details in your integration dashboard and use the 'Replay' feature to retry the sync.


My Business Central invoice was created. How do I verify it in Stripe?

Open your Stripe account and navigate to the invoices section. If any errors occurred during integration, you can view the details in your integration dashboard and use the 'Replay' feature to retry the sync.


My Business Central invoice was created. How do I verify it in Stripe?

Open your Stripe account and navigate to the invoices section. If any errors occurred during integration, you can view the details in your integration dashboard and use the 'Replay' feature to retry the sync.


How does the integration handle contact data?

The integration searches for existing contacts using your configured matching fields. If a contact isn't found, it creates a new one using the Business Central contact data. You can specify which fields to use for matching (email, name, phone, etc.).

How does the integration handle contact data?

The integration searches for existing contacts using your configured matching fields. If a contact isn't found, it creates a new one using the Business Central contact data. You can specify which fields to use for matching (email, name, phone, etc.).

How does the integration handle contact data?

The integration searches for existing contacts using your configured matching fields. If a contact isn't found, it creates a new one using the Business Central contact data. You can specify which fields to use for matching (email, name, phone, etc.).

I've connected my Stripe account but can't see the created invoice

Verify:

  • Your Stripe connection status

  • Your invoice creation settings

  • That all required fields are properly mapped

For persistent issues, contact support@cloudify.biz


I've connected my Stripe account but can't see the created invoice

Verify:

  • Your Stripe connection status

  • Your invoice creation settings

  • That all required fields are properly mapped

For persistent issues, contact support@cloudify.biz


I've connected my Stripe account but can't see the created invoice

Verify:

  • Your Stripe connection status

  • Your invoice creation settings

  • That all required fields are properly mapped

For persistent issues, contact support@cloudify.biz


QHow can I monitor sync status?

Monitor the sync status of each transaction within the invoice metadata in Business Central, providing visibility over successful and unsuccessful transactions.


QHow can I monitor sync status?

Monitor the sync status of each transaction within the invoice metadata in Business Central, providing visibility over successful and unsuccessful transactions.


QHow can I monitor sync status?

Monitor the sync status of each transaction within the invoice metadata in Business Central, providing visibility over successful and unsuccessful transactions.


What if an integration fails? How does the app handle this?

The app includes a unique replay feature for failed integrations. If an invoice integration fails, you can retry directly from the invoice metadata field in Business Central, ensuring that no invoice creation in Stripe is missed, and your records remain accurate.


What if an integration fails? How does the app handle this?

The app includes a unique replay feature for failed integrations. If an invoice integration fails, you can retry directly from the invoice metadata field in Business Central, ensuring that no invoice creation in Stripe is missed, and your records remain accurate.


What if an integration fails? How does the app handle this?

The app includes a unique replay feature for failed integrations. If an invoice integration fails, you can retry directly from the invoice metadata field in Business Central, ensuring that no invoice creation in Stripe is missed, and your records remain accurate.


How can I retry failed integration attempts?

Use the "Replay" feature in your integration dashboard to retry any failed sync attempts after resolving the underlying issue.


How can I retry failed integration attempts?

Use the "Replay" feature in your integration dashboard to retry any failed sync attempts after resolving the underlying issue.


How can I retry failed integration attempts?

Use the "Replay" feature in your integration dashboard to retry any failed sync attempts after resolving the underlying issue.


Will failed integration attempts count towards my usage?

Will failed integration attempts count towards my usage?

Will failed integration attempts count towards my usage?

How do I handle special characters in field mappings?

How do I handle special characters in field mappings?

How do I handle special characters in field mappings?

The generated invoice is missing information. How can I fix this?

The generated invoice is missing information. How can I fix this?

The generated invoice is missing information. How can I fix this?

How do I handle metadata and custom fields?

How do I handle metadata and custom fields?

How do I handle metadata and custom fields?

Q. How do I connect my Stripe account?

Q. How do I connect my Stripe account?

Q. How do I connect my Stripe account?