Build an invoicing tool with Stripe

By the end of this guide, your team will be able to create invoices in Engine Awesome, click a button to send them, and have Stripe handle the payment link, all without leaving Engine Awesome.

What you'll need before you start

• A Stripe account. Stripe is a payment processor (the service that handles credit card payments). It has a free account, you pay a small fee per transaction.
• A Zapier account connected to Engine Awesome. Follow Connect Engine Awesome to Zapier first if you haven't yet.
• Administrator access.

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Step 1: Create an Invoices Object Type

1. Go to Settings → Object Types → +.
2. Name it Invoices.
3. Click Create.

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Step 2: Add fields

1. Autogenerated field, label it Invoice Number. Set Prefix to INV-. Starting Number to 100. Click Save.
2. Relationships field, choose Has One: Contacts. Label it Customer. Click Save.
3. Money field, label it Amount. Mark it as Is Searchable. Click Save.
4. Date field, label it Due Date. Click Save.
5. Dropdown field, label it Status. Add options: Draft, Sent, Paid, Overdue. Mark as Is Searchable. Click Save.
6. Textarea field, label it Line Items (for a simple description of what's being invoiced). Click Save.

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Step 3: Build the Invoice form

1. Click Create Layout in Invoices. Choose Item. Name it Invoice Detail.
2. Add all fields to the layout.
3. Add a Save button.
4. Add a Send Webhook action button. Label it Send to Stripe. Leave the URL blank for now, you will add the Zapier webhook URL in Step 6.
5. Click Save.

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Step 4: Build the invoice list

1. Click Create Layout in Invoices. Choose Collection. Name it All Invoices.
2. Add a List Table with columns: Invoice Number, Customer, Amount, Status, Due Date.
3. Add Query Filters with Status and Customer as filterable fields.
4. Add a Stat block above the table showing Sum of Amount where Status = Paid, label it Total Collected.
5. Click Save.

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Step 5: Set up Zapier to create a Stripe payment link

1. Log in to Zapier and create a new Zap.
2. Set the trigger to Webhooks by Zapier → Catch Hook. Copy the webhook URL Zapier gives you.
3. Set the action to Stripe → Create Payment Link.
4. Map the fields: Amount from Engine Awesome, description from Line Items, customer email from the linked Contact.
5. Add a second action: Engine Awesome → Update Record to set the invoice Status to Sent after the payment link is created.
6. Test and publish the Zap.

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Step 6: Add the Zapier webhook URL to Engine Awesome

1. Go back to Engine Awesome and open your Invoice Detail layout in edit mode.
2. Click the Send to Stripe button block to edit it.
3. Paste the Zapier webhook URL you copied in Step 5.
4. Click Save.

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Step 7: Test the full flow

1. Create a new invoice in Engine Awesome.
2. Fill in Customer, Amount, Due Date, and Line Items.
3. Set Status to Draft and click Save.
4. Click Send to Stripe.
5. Check Zapier to confirm it received the data and created a payment link in Stripe.
6. Confirm the invoice Status in Engine Awesome changed to Sent.

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What to do next

• Create a dashboard, show Total Collected, Total Outstanding, and a monthly revenue chart on a summary screen