Connecting to Stripe
Programa's invoicing is powered by Stripe, the payment platform used by Netflix, Deliveroo, and Expedia. You'll be creating a Stripe Connect account, which is available in over 100 countries.
Before you begin: Check if your country is supported by viewing Stripe's approved countries list. If your country isn't listed, you'll need to create a Stripe Atlas account instead. We recommend reading Stripe's Atlas documentation carefully and contacting them directly about tax liabilities and accounting considerations.
Navigate to Integration Settings (or click here)
Click the Connect button
Create a new Stripe account and follow the prompts to complete setup (Stripe's single platform connection policy requires a new account - learn more here)
Click the Go to Invoice Settings button to customize your invoice.
Connecting to Xero
Programa's Xero integration syncs your invoicing and workflow, so you only need to reconcile payments in Xero. This integration doesn't give Programa access to your Xero account.
Navigate to Settings > Integrations > Xero (or click here)
Click Connect and enter your Xero login details
Choose your organization from the dropdown menu
Connecting to QuickBooks
The QuickBooks integration syncs your invoices, tax rates, and contacts for streamlined financial operations.
Navigate to Settings > Integrations > QuickBooks (or click here)
Click Connect and enter your QuickBooks login details
Select your company from the dropdown menu (choose the one relevant to your Programa projects)
Click Next
Click Connect to confirm and complete the integration
Setting Up Tax Rates
Configure your tax rates so they automatically apply to new projects.
Navigate to Settings > Tax (or click here)
Click ➕ Add Tax Rate
For a single tax rate (like GST in Australia):
Select the Single tab
Enter the Name of your tax rate (how it appears on your Schedule)
Enter the tax Rate percentage
Add a Description to explain the rate
Check Set as default if you want this rate to appear on all new projects
Click Add Tax Rate
For a combo tax rate (like state and local sales tax in the USA):
Select the Combo tab
Enter the Name of your tax rate
Add a Description
Enter a Nickname and Rate for each component, clicking + Add another rate for additional entries (the total percentage calculates automatically)
Check Set as default if you want this rate to appear on all new projects
Click Add Tax Rate
Note: Your default tax rate auto-populates for new projects but can be changed at the project level anytime. See our guide on Tax Settings at Studio, Project, and Schedule level for more details.
Need more help getting started with invoicing? Contact our support team via live chat for personalized assistance.