![]() You can create a field for up to four key-value pairs. Custom FieldsĬustom Fields are data points displayed at the top right of your invoice beneath other essential data. There are six ways to customize your invoices. Depending on your type of business, you may have to customize them to meet your tax and legal compliance needs. If you want a branded, professional look to your invoice, we recommend customizing them a bit. But you can add invoice items to the customer’s account that will apply to the next invoice. Subscription invoices can’t be edited because the whole process (creation to getting paid) happens all at once. If you or the customer upgrades or downgrades their subscription, Stripe again creates a new invoice that reflects the changes. If it fails, the invoice remains open and the subscription is set to incomplete. If payment succeeds, Stripe will change the invoice’s status to paid. It will repeat this process automatically every billing period. When you add a customer to a plan, Stripe will immediately create an invoice, finalize it, and attempt to collect payment on the invoice by charging the customer’s payment information or sending them an invoice. In addition to one-off invoices, you can also create subscription invoices. Once they pay, the invoice status will update to paid and Stripe will add their money to your account. The link will take them to a Stripe-hosted page with a payment form. Your customer will receive an email with the invoice information and a link to pay. ![]() The customer will receive an email with a link that will open a Stripe page where they can pay securely.Ĭlick Send invoice when you’re happy with it. Otherwise, you’ll have to email the invoice to the customer to pay manually. You can automatically charge a payment method on file if Stripe stores your customer’s card information. The bottom of the invoice includes options for how you’ll get paid. You can add additional lines by clicking +Add another item. You must put something in the Invoice items section. Once you arrive on the Create an invoice page, fill out your invoice details. If your customer isn’t in Stripe yet, create a new customer on the Customers page (sidebar link near the top). Create an invoice right from your Stripe dashboard by clicking Invoices in the sidebar then +New. You can create one-off invoices for one-time payments or subscription invoices for recurring payments. Like most Stripe tasks, creating an invoice is simple. Use this if the customer refuses to pay, goes out of business, or otherwise can’t pay your bill. Uncollectable – The invoice won’t be paid and should be treated like bad debts in reports. Use this status if you make a mistake or the customer cancels their order. Stripe will maintain a record of the invoice (when it was created, finalized, and voided), but it’s not payable. Void – This is the status for invoices with mistakes that should be canceled. ![]() You can also mark them paid manually if they pay another way. Invoices will automatically change to paid if the customer pays through Stripe. Paid – This is the status for a paid invoice. Possible actions: Send it, void it, mark it uncollectable, or pay it. Open – This is when the invoice has been finalized and can no longer be edited. Possible actions: Finalize it (move to open status) or delete it. Here’s a visualization of the invoice workflow.ĭraft – This is the invoice starting point. If you turn automatic collection off, you’ll be responsible for moving the invoice through each step. ![]() The invoice moves through the workflow automatically unless you toggle the auto advance property on the invoice. The workflow includes a series of steps, starting with the creation of an invoice through getting paid. Stripe invoices move through a straightforward workflow. How do you create an invoice? This article will show you how to create a unique invoice in Stripe because it’s our favorite payments tool. Or you could create an invoice in your accounting tool, like Xero, QuickBooks, or FreshBooks. Stripe, Square, PayPal, and other major processors all have features that let you create invoices. The better method is to use your payment processor’s tools to create a unique invoice for the customer. But that seems like overkill since you’ll never use that form and page again. That’s easy with a tool like WP Simple Pay. You could make a unique payment form and slap it on a new WordPress page. You’re happy to adjust your products/services and pricing to make a customer happy. Obviously, you don’t want to turn the customer away. It’s bound to happen at some point: A customer wants a unique product or service that doesn’t fit into one of your payment forms. Update May 6, 2020: See this article for changes to creating invoices in your Stripe dashboard.
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