Stripe Invoicing Integration | Dialed Technologies

Streamline billing with Stripe invoicing directly in Attio. Create professional invoices using your existing Stripe products and customer database without leaving your workspace. Perfect for service-based businesses and agencies seeking streamlined billing processes within their CRM.

Invoice Existing or New Customers

Create invoices for existing Stripe customers or add new ones directly from Attio. No need to switch between platforms.

Flexible Line Items

Add multiple line items using your Stripe products and pricing. Choose between existing prices or set custom amounts for one-off charges.

Automated Delivery

Set due dates and automatically email invoices to customers. Generate hosted invoice links for easy sharing and payment collection.

Create Invoice

record action

Create and send Stripe invoices directly from individual Company records.

Service-Based Billing

Perfect for agencies and consultants who need to invoice clients directly from their CRM without switching tools.

Streamlined Workflows

Create and send invoices in the same place you manage customer relationships, keeping your workflow unified.

What You Need

• Attio account (admin access)
• Stripe account

Step 1: Access Attio Settings

• Navigate to your Attio workspace settings.
• Access the Apps section.

Step 2: Install Stripe Invoicing

• Search for "Stripe Invoicing" and click Install.
• Review the requested permissions from Stripe Invoicing.

Step 3: Authorize Connection

• Click Confirm to authorize the connection to your Stripe account.
• Start creating invoices directly from Attio.

Getting Help

Visit dialed.tech for documentation and setup guides.

Common Issues

Ensure your Stripe account has API access enabled and you have administrator access in Attio.

Performance

Optimized for real-time Stripe synchronization.

Ready to get started with Stripe Invoicing?

Install Stripe Invoicing and connect it to your Attio workspace.