Customer integrations enable Kable to automatically process customer invoices through your connected payment or accounting software.
Customer integrations can only be configured once a payment or accounting software provider has been connected to Kable. Before you can configure customer-level links to your external providers, you must connect your Company account to the provider.
Kable has partnered with Stripe to enable automatic payment processing and invoice collections of customer invoices. If you use Stripe for payments, integrating your Stripe account with Kable is easy.
You can learn more about connecting your Stripe account to Kable in the Payment Integrations section of the documentation.
Once you've connected your Kable account to Stripe, you can connect Kable customers to Stripe customers. You do this by attaching a Stripe customer ID to your Kable customer. These Stripe reference identifiers allow Kable to process customers invoices through Stripe on your behalf.
- If you have existing Stripe customers, you can attach an existing Stripe
customer_idto a Kable customer on the Integrations section of the customer page on Kable.
- Alternatively, if you're new to Stripe, Kable can automatically create new Stripe customers on your behalf by passing the
stripeparameter into the Kable create customer API.
Once a Kable customer is linked, invoices generated for that customer are automatically processed through Stripe. This can be configured to happen in one of two ways:
- Automatic Charge: Kable will automatically charge the customer's default payment method on file with Stripe.
- Send Email: Kable will send the customer an invoice via Stripe email to be completed based on configured payment terms.
You should use automatic charges for customers who keep a credit card on file with your business. This is the most popular option for product-led growth APIs with self-service onboarding experiences.
If you don't already have a payment method on file in Stripe for a given customer, you can also use Kable to collect a credit card. Using the Kable add customer payment method API within your signup flow will allow customers to add a payment method to store in Stripe.
When using automatic charge invoices with Stripe, your 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
requires_payment_methoderror. By default, Kable will try to set any new customer payment methods as the customer's default.
You should use send email invoices for customers who pay you with Net 30 or Net 90 payment terms. This is the most popular option for enterprise customers who pay via ACH or alternative payment methods.
When configuring a customer with send email invoices, you can also specify the number of days the customer has to pay the invoice. When not provided explicitly, Kable will set a default of Net 30 (or 30 days from invoice until due). You can set your days until due in the integrations section of the customer page.
Note that when using send email invoices with Stripe, customers will receive their invoices at the email address configured in Stripe, not Kable, so be sure to keep your customer email addresses up to date in Stripe.
Kable is integrated with a number of popular accounting software providers to help you keep your general ledger up to date with all customer invoices and payments.
You can learn more about connecting your accounting software to Kable in the Accounting Integrations section of the documentation.
Once you've connected your accounting software to Kable, you can link individual customer accounts. You do this by attaching the
referenceId to your Kable customer in the Integrations section of the customer page. These reference identifiers allow Kable to record customers invoices in your general ledger.
Updated 3 months ago