Using Invoicing Pro with Stripe

Get paid directly through your Jetpack CRM invoices using Stripe.

Invoicing Pro makes it easy to getting payment directly through your Jetpack CRM invoices via Stripe, a fast, secure, and reliable payment gateway trusted worldwide.

In this documentation page you can learn how to connect Stripe to Jetpack CRM, configure your API keys, set up webhooks, and start accepting online payments.

Stripe with Invoicing Pro use cases

Invoicing Pro currently supports debit and credit card payments, and Stripe is the preferred gateway for processing them. It offers a smooth checkout experience for your customers and avoids many of the common issues associated with PayPal.

If you’ve accepted payments via PayPal before, you may have encountered challenges such as:

• Account limits that restrict how much you can receive.
• Temporary suspensions after large or “suspicious” transactions.
• Delayed access to your funds (14–21 day holds).

Stripe removes these obstacles, providing a faster, more stable payment experience for both you and your clients.

Get the correct Stripe API Keys

Stripe provides two sets of API keys: one for testing, and one for live transactions. You’ll need both to fully set up your Stripe integration.
You can locate your API keys by following Stripe’s API key documentation.

Stripe test API Keys

Use your test API keys when you want to experiment with payments in Jetpack CRM before going live. Make sure that:

• Test mode is enabled in your Stripe account.
• You’re using test keys only during setup or testing (they won’t process real payments).

Stripe live API Keys

When you’re ready to accept real customer payments, do the following:

• Switch to live mode in your Stripe account.
• Use your live API keys for the setup in Jetpack CRM.

Ensure that you never share your API keys publicly or commit them to code repositories. They allow access to your Stripe account.

Add a webhook in Stripe

Webhooks allow Stripe to communicate back to Jetpack CRM, for example, to automatically mark invoices as Paid once payment is received.

To add a webhook in your Stripe account:

1. Log in to your Stripe Dashboard.
2. Go to Developers → Webhooks.
3. Click Add endpoint.
4. In the Endpoint URL field, enter: https://your-site-domain/?jetpackcrm-listener=stripe Replace your-site-domain with your actual website domain.
5. Add a description (optional).
6. Under “Listen to”, choose Events on your account.
7. Click Select events, then choose checkout.session.completed.
8. Click Add events, then Add endpoint to save.
9. After saving, copy the signing secret by clicking Reveal. You’ll use this in Jetpack CRM settings.

For more details, check out Stripe’s official webhook documentation.

Sett up Invoicing Pro in Jetpack CRM

Once your Stripe keys and webhook are ready, connect them inside Jetpack CRM.

1. In your WordPress dashboard, go to Jetpack CRM → CRM Settings → Payments.
2. Under “Accept Payment via”, select Stripe.
3. Click Save Settings to refresh the page.
4. Enter your Stripe details:
   • Stripe Secret Key (from your Stripe account).
   • Stripe Public Key.
   • Stripe Webhook Secret (from the webhook you created).
5. Scroll down and click Save Settings again.

Your Stripe integration is now complete! You can start sending invoices and accepting secure card payments through your Client Portal.

Test Stripe and Invoicing Pro

Once your Stripe connection is active, your clients can easily pay their invoices online, and Jetpack CRM will handle the rest, automatically tracking payments, updating records, and keeping your accounts in sync.

You can proceed testing your setup:

• Test your Stripe setup by sending yourself a small invoice.
• Explore the Invoicing Pro documentation for advanced features like tax settings, invoice templates, and payment tracking.

Payments not showing as “Paid”

If an invoice doesn’t update immediately after payment, check the following:

• Wait a few minutes, as transactions may take time to process.
• Check your Stripe Dashboard to confirm the payment.
• Verify your webhook setup is correct and matches your domain.
• Make sure the correct API keys are entered in CRM Settings → Payments.

Using Invoicing Pro without Stripe

If you don’t user Stripe, but you still want to utilize Invoicing Pro, you can surely do it.

Invoicing Pro supports both Stripe and PayPal as payment gateways.
If you prefer PayPal, see our guide on using Invoicing Pro with PayPal

If you don’t use either service, you can process orders and payments via WooCommerce instead – check our page about using the WooCommerce Sync Hub.