Automated billing straight to your spreadsheets and reports
Use Momentum Payments with Stripe to sell products, manage inventory and track subscriptions; all directly managed from your spreadsheets.
Billing, subscriptions, and reporting in one system
The Payments module connects Stripe to your Momentum records so you can manage products as spreadsheets, generate invoices, and feed real‑time revenue data into your forms, dashboards, and automation workflows.
- Stripe integration for payments, subscriptions, and invoicing
- Manage products and price lists through spreadsheets
- Create and apply custom discount codes
- Automatically handle taxes with Stripe
- Invoice emails with checkout links
Products as spreadsheets
Define products, inventory, and subscriptions in your excel sheet where you can create forms and reports to manage your sales.
Invoices & receipts
Automate sending invoices, estimates, and receipts. Using templates you can style them to look and say what ever you need.
Discount codes & campaigns
Create discount codes with limits, track usage, and allow customers to enter them at checkout.
Automatic taxes
Offload complex tax rules to Stripe while keeping taxable amounts, jurisdictions, and totals available in Momentum for your reports and audits.
A typical payment journey in Momentum
From customer form submission to reconciled revenue, everything stays in one platform.
Step-by-step payment lifecycle
1. Invoice
A customer or employee fills out either a custom or the includes shopping cart form
2. Payment
The checkout screen is presented to the employer and emailed with the receipt to the customer
3. Verification
Stripe verifies payment and reports receipt to Momentum for record keeping.
4. Recorded
Inventories are adjusted and actions are run recording payments in desired spreadsheets.
Where Payments shines the most
Typical patterns customers implement when they connect Stripe to Momentum.
Events & registrations
Sell tickets or registrations and tracking.
- Public forms for registration and checkout
- Discount codes for cohorts, partners, or early bird
- Reports that combine attendance and revenue data
Billing
Bill for projects, retainers, or time & materials while keeping every invoice tied to a record.
- Generate and send invoices automatically
- Handle collections and reminders autonomously
- Automatically send receipts, adjustments, and cancellations
Subscriptions
Offer recurring plans and track them alongside usage, support, and contract data.
- Automated renewals with Stripe subscriptions
- Plan & add-on catalogs managed through spreadsheets and forms
Bring billing and operations into the same system
Use Momentum’s Payments module with Stripe to manage products, subscriptions, and taxes—all wired into Forms, Actions, and Analytics so finance and operations stay perfectly aligned.
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