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Documentation Index

Fetch the complete documentation index at: https://docs.numeral.com/llms.txt

Use this file to discover all available pages before exploring further.

This guide walks through connecting Stripe Invoicing to Numeral and ensuring accurate sales tax is applied to your invoices. If you send invoices to clients via Stripe Invoicing, you can use Numeral’s tax engine to apply accurate sales tax rates in the appropriate jurisdictions for your business.

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Getting Started

  1. Connect your Stripe account to your Numeral dashboard — in your Numeral dashboard, click Connections on the left-hand menu, then select Stripe. Connect Stripe
  2. You will be prompted to add the Numeral app to your Stripe account. Once installed, click continue to app settings — Stripe will present you with API keys. Copy these keys and enter them into Numeral. Stripe API keys
    If you cannot see your entire restricted key, click roll key on Stripe, then roll API key. Stripe will require a verification process. Once verified, your full restricted key will be visible.
  3. Once completed, you will see a dedicated Stripe section on your Connections page in Numeral. Status should show syncing with a green dot. Stripe syncing

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Timeline Considerations

If you are already using Stripe to apply tax rates to invoices, work with your Onboarding Manager to confirm your go-live date with Numeral. For example, if Numeral is taking over your existing sales tax registrations starting in August, meet with your Onboarding Manager on August 1 to turn off Stripe’s automatic tax calculator and turn on Numeral’s tax engine.
If your start date with Numeral is August 1, the tax engine will not attempt to collect before this date. Numeral only attempts to collect tax in states where your company has a sales tax registration.To confirm your start dates and registered states, navigate to the Jurisdictions tab in your Numeral account.

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Updating and Confirming Configurations

During your go-live call, your Onboarding Manager will confirm that:
  • Stripe’s automatic tax calculations are turned off
  • Numeral’s tax engine is enabled
  • Stripe’s tax behavior is set to exclusive
You can also check these settings yourself at any time:
Log in to your Stripe account and go to Tax Settings > Integrations > toggle off Use automatic tax under Dashboard Transactions.Disable automatic tax
Go to Connections > Stripe, then open the Integrations dropdown within the Stripe section. You’ll see a row for Stripe Invoices — this should be toggled on.Numeral tax engine enabled
To ensure taxes are calculated correctly, your default tax behavior should be set to exclusive in Stripe. With exclusive tax, sales tax is added on top of the product price — for example, if a product is listed at 5.00andthetaxrateis105.00 and the tax rate is 10%, the customer pays 5.50 at checkout.If your products are set to inclusive tax, the correct tax cannot be applied.See Stripe’s step-by-step instructions for updating this setting.

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Product Categorization

Correct product categorization is essential for accurate tax calculation. Product categories set in Stripe do not carry over to Numeral — categories must be set up directly within your Numeral account. During onboarding, your Onboarding Manager will help set up initial product categories in Numeral and show you how to manage them going forward. Numeral’s tax engine uses these categories to determine the correct taxability for each product.
Have a copy of Numeral’s Product Category List available for reference when editing or creating products.

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Edit an Existing Product

  1. Go to Developers → Products.
  2. Click the Edit icon next to the product you want to update.
  3. Search for and select the correct Product Category.
  4. Save your changes.

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Add a New Product

  1. Navigate to Developers → Products → Create Product.
  2. Enter the Product ID (this should match the Product ID in your sales platform).
  3. Add the Product Name.
  4. Select or type the appropriate Product Category.
  5. Click Create Product to save.
If you onboarded with Numeral before product categorization was available, the Developers tab may not appear in your dashboard. Contact our team using the messaging widget in your dashboard, and we’ll enable this feature for your account.

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Creating an Invoice within Stripe

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Customers

  • If your customer is not located in a state where you have an active registration set within Numeral, sales tax will not be applied.
  • If your client has both a shipping and billing address, tax will default to the shipping address.
  • If your client has a billing address but no shipping address, tax will be applied based on the billing address.
If a customer should be exempt from sales tax, mark them as exempt in Stripe:
  1. In your Stripe account, go to Customers from the left-hand navigation.
  2. Select the customer’s name.
  3. On the right side, click the pencil icon next to Details.
  4. Scroll down to Tax Status and mark the customer as Exempt.
Customer tax exempt

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Items

When adding items, Numeral will only apply a tax rate if the item’s product category is taxable within your customer’s jurisdiction. Confirm product categories with your Numeral Onboarding Manager — product categories within Stripe do not apply.

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Tax Rates

To add tax to your invoices using Numeral’s Tax Engine in Stripe:
  1. Add your customer and item information.
  2. Click Save and refresh your browser.
  3. If any items are taxable, Numeral’s tax engine will automatically add a tax line in the invoice preview.
Tax line in invoice
Don’t add a tax rate when Stripe prompts you after generating an invoice.With Stripe’s automatic tax collection turned off, you may see a prompt to select a tax rate on the invoice. Skip this step — Numeral will automatically apply the correct tax rate for any taxable items.Skip tax rate prompt