# Stripe Integration Overview ## What does the Stripe Integration in Maica support? In Maica, there are two main processes that the Stripe Integration supports, these are: 1. Manual Sync via Process Invoice Quick Action 2. Automated Sync via Salesforce Flow {% hint style="info" %} To learn about the Manual Sync Process, click [here](/maica-knowledge-base/invoices/invoice-actions/process-an-invoice.md). {% endhint %} This article further explains and provides an overview of the Automated Sync via Salesforce Flow in **Maica**. ### Automated Process Invoice Overview The below diagram outlines the steps involved in the automated Stripe sync, as well as the outcomes of the process.

Condition	Description
Conditions Met	In order for the Processing Sync to be triggered, the `Invoice` must satisfy a specific set of conditions, these being: `maica__Payment_Balance__c` > 0 `maica__Total_Amount__c` > 0 `maica__Status__c` = `Entered` `maica__Stripe_Invoice_ID__c` = NULL (`maica__Funding_Structure__c` = `Self Managed` OR `maica__Is_Copayment_Invoice__c` = TRUE) `maica__Authorise_Stripe_Auto_Billing__c` = TRUE `Stripe_Customer_ID__c` != NULL These conditions are further explained below.
Sync Executed	Once the above conditions are met, the Sync will be executed. This essentially means the Sync will be active 24/7 and triggered to run at any time the conditions are met. A Sync can also be manually executed if required, click here to learn how to manually Process an Invoice. The Flow responsible for this Automation in Maica is the `Maica - Create Stripe Invoice Flow`. To learn more about this flow, click here.
Create Invoice	Once the Sync is executed, an `Invoice` and associated `Payment` record are created in Stripe. Maica maps relevant information directly to Stripe including `Invoice` information such as the `Participant` and the `Date`, as well as the detail from the related `Invoice Line Item` records, such as `Product`, `Quantity` and `Rate.`
Process Invoice	Immediately after the `Invoice` record is created in Stripe, it will be automatically processed using the default `Payment Method` associated with `Customer` (the `Partic`ipant from the `Invoice` in Maica).
Create Payment	Once the `Payment` has been successfully processed, the corresponding `Payment` Record will be created in Maica. This record represents the `Payment` that has been used to process the associated Invoice. This record can be found in the `Payments` related list on the `Invoice` in Maica. This `Payment` record will be automatically populated with fields such as `Source`, `Type`, `Stripe Invoice ID`, `Stripe Payment ID` and `Payment Amount`. Any error messages and descriptions from Stripe will also show on the `Payment` Record. You can learn more about the Payment Record fields below.
Update Invoice	For traceability, the `Invoice` is updated with relevant Stripe information, including: `Stripe Dashboard Link` `Stripe Invoice ID` `Stripe Invoice Link` These fields will assist you in locating the Payment/Invoice in Stripe. The creation of the `Payment` record also triggers a number of Rollup Summary fields on the parent `Invoice`, specifically: `maica__Total_Payment_Amount__c` `maica__Last_Payment_Date__c` The `maica__Payment_Amount__c` Formula will also be updated The Invoice `Status` will also be updated.
Process Ends	The process completes.

{% hint style="info" %} Once the `Invoice` is created in Stripe, the `Invoice Amount` cannot be edited in **Maica** at the `Invoice` level. This is managed by **Maica's** validation; for additional information, click [here](/maica-knowledge-base/maica-administration-guide/data/data-objects/invoice.md#restrict-invoice-amount-change). {% endhint %} {% hint style="info" %} Please note, some services may include fractional quantities (e.g., 1.5 hours). **Stripe** only supports whole-number quantities, so these items are shown using an adjusted quantity and rate. The total amount remains accurate and matches the service description. {% endhint %} #### Automated Process Invoice Sync Conditions The following table further outlines the required conditions for the Sync to commence.

Condition	Description
`maica__Payment_Balance__c` > 0	The invoice must have an outstanding balance that is greater than zero. This means there's an amount that still needs to be paid.
`maica__Total_Amount__c` > 0	The total amount for the invoice must be greater than zero. This ensures that only invoices with actual charges are processed.
`maica__Status__c` = `Entered`	The invoice status must be marked as `Entered`.
`maica__Stripe_Invoice_ID__c` = NULL	This condition checks that the invoice has not already been processed through Stripe. If the invoice has a Stripe ID, it means it has already been synced.
(`maica__Funding_Structure__c` = `Self Managed` OR `maica__Is_Copayment_Invoice__c` = TRUE)	The invoice is either for a self-managed participant or it is marked as a co-payment invoice, meaning the participant is responsible for a portion of the payment.
`maica__Authorise_Stripe_Auto_Billing__c` = TRUE	The participant or your organisation has authorised automatic billing through Stripe by checking the `Authorise Stripe Auto Billing` on your Participants Service Agreement.
`Stripe_Customer_ID__c` != NULL	The participant must have a valid `Stripe Customer ID` and hence Payment Method, indicating they are set up for payment processing through Stripe.

#### Payment Record Fields As mentioned, after a Payment has been applied to an Invoice a Payment Record will be created. It includes a number of important fields, including:

Field	Description
`Type`	This field indicates the type of Payment Record, whether it is a transaction processed via Stripe or a Reconciliation following a Payment applied to an invoice in the Finance System (Xero).
`Source`	This field indicates how the Payment was created.
`Paid`	This field indicates if the Payment has been successfully processed. For example, the Invoice has been reconciled in Xero and synchronised with Maica.
`Include`	This field indicates if the Payment Amount should be included in the rollup to the `Total Payment Amount` on the Invoice record. The default value is checked.
`Payment Date`	This field indicates the Date & Time in which Payment was received
`Finance External ID`	The unique identifier of the Payment record in an external system. Maica uses this field as part of the Xero integration.
`Payment Amount`	The amount of the received Payment. This can be the full or a partial amount of the total Invoice.
`Stripe Payment ID`	The ID of the corresponding Payment record in Stripe.
`Stripe Invoice ID`	The ID of the corresponding Invoice record in Stripe.
`Error Code`	The Error Code returned by Stripe
`Error Message`	The Error Message returned by Stripe

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