#jack_best-practices

1 messages · Page 1 of 1 (latest)

lucid widgetBOT
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devout grail
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Hello Stripe Support Team,

We are currently reviewing our billing and payments workflow and would like to confirm whether the following setup is possible using Stripe, as well as understand the recommended implementation steps.

Our intended workflow is as follows:

  1. Our internal CRM system generates an invoice for a customer.

  2. The invoice moves through internal approval states (e.g. Draft → Pending Approval → Approved → Awaiting Payment).

  3. Once approved, the invoice is finalized and sent to Stripe automatically.

  4. If the customer has a saved card or payment method on file with Stripe, Stripe automatically:

    • Charges the payment method
    • Marks the invoice as paid
    • Sends confirmation and payment data back to us

  5. No manual invoicing or manual payment processing is required on our side beyond invoice approval.

Our goal is to support:

  • Automatic payment of invoices using saved cards (card-on-file)
  • Minimal manual intervention
  • Clear payment status updates synced back to our system

Questions we’d like your guidance on:

  1. Is this end-to-end workflow supported by Stripe’s Invoicing and Billing APIs?

  2. Can Stripe automatically pay invoices upon finalization if a customer has a default payment method saved?

  3. What is the recommended process for onboarding a new customer?

    • Do we send a hosted payment link or setup link to securely collect and save their card?
    • Is Stripe Checkout or a Setup Intent the preferred approach?

  4. How does Stripe handle edge cases such as:

    • No card on file
    • Failed payments
    • Partial payments or retries

  5. What Stripe products or features would this require (e.g. Invoicing, Billing, Payment Intents, Setup Intents)?

  6. Are there any best practices or limitations we should be aware of for this type of automated invoicing flow?

We’d appreciate confirmation that this approach is feasible and any recommended next steps for implementation.

Thank you in advance for your guidance.

sturdy seal
#

Hi there,
we can give only limited guidance on this since it's more like a high level system design. Our team focusses on direct integration and API related questions. So when you boil it down to the actual steps like the invoice creation or how create the default payment methods for the customer, so the invoices get paid, then we are more than happy to help but at the moment there are to many variables to give good guidance (at least through us here).
If you require help in the system design process etc. I would have to refer you to our support team: https://support.stripe.com/?contact=true