Stripe Invoices

introduction an invoice is a record of the goods you provide to your customers and a method by which they can pay you for those goods you can place orders on your customer's behalf, or if your store uses wholesale or even batch orders, invoices are a great way to charge your customers this article will only cover using invoices with stripe initial setup navigate to settings > payments > payment methods and click new payment method in type dropdown, select stripe invoice select use app default for auto capture check \[x] available to users \[x] available to admin \[x] active in the name field, type stripe invoice click create if you have multiple stores and want to use stripe invoices on a specific one, select it here in the store dropdown click update if you need to add stripe invoice to another store, repeat the process and name it differently, i e , stripe invoice store x in stripe, navigate to developers click webhooks and click on the url in hosted endpoints click on the ellipsis on the top right and select update details in the events to send the dropdown search for invoice payment succeeded and click update endpoint for a list of available events in stripe, please refer to this https //stripe com/docs/api/events/types to customize your invoices in stripe, please refer to this https //stripe com/docs/invoicing/customize wholesale suppose you are placing a manual wholesale order for one of your customers for more information about manual orders, please refer to that https //app archbee com/docs/8bovl7vg1m 0gkcuibnmz/2fkpz3 bx0jweecd9q6s4 create your order in the oms, and after selecting the products and entering your customer's information, click on the payments tab you can see the payment status being balance due click on new payment select stripe invoice radio button and click update click the confirm tab and complete the order on the payments tab capture the payment by clicking the thumb icon click the confirm tab and complete the order on the payments tab, capture the payment by clicking the thumb icon your order is complete and ready to ship depending on your agreement with your vendors, you can either send an invoice via stripe and get paid after the order has shipped ask your 3pl to hold the shipment at your warehouse until the invoice is paid make an adjustment to the order so it doesn't ship until you get paid in the adjustments tab, click new adjustment, type 1 in the amount field, a description in the label field, and select a reason click continue your order is now in credit owed state and cannot be sent to your warehouse to re adjust when payment is paid, delete the record in the adjustments tab in stripe navigate to billing > invoices click the payment and click send invoice the invoice will be sent to the email address used for the order, but can be edited if needed click send invoice and your customer will receive an email once your customer pays, the status in stripe will be set to paid if you had selected to adjust your order, go to the order, delete the adjustment and your order is ready to ship you can keep track of all payments invoices in stripe under billing > invoices the default for overdue payment is 30 days if you don’t specify a value in the oms if you need to overwrite that default, navigate to settings > stores in the oms , add stripe invoice days until due, and type in the value that best fits your business batch orders invoices for batch orders is powered by three columns in the https //docs google com/spreadsheets/d/1cq9hci9lgmi1slgpoj1fuxmvryhh bod8lqmunkfax0/edit?usp=sharing single payer when yes, an invoice will be generated for the order ship now when yes, the order will be ready to be fulfilled, regardless of when the invoice gets paid otherwise the oms will wait for the invoice to be paid before pushing the order to fulfillment note the order's payment status will be "balance due," regardless of what ship now is in the csv file but yes will push it to your 3pl, while no will wait until the order is marked as "paid" before getting sent to your warehouse if ship now = no if ship now = yes single payer email reflects the email address the invoice will be sent to every order with the same email address in this column will be combined into the same invoice for example, if you had 25 rows for 25 orders all going to separate chord's employees, and you put the manager's email address in this column for every order, that manager will receive 1 invoice with all 25 orders once you capture the payment in the oms, stripe will automatically send your customer the invoice your customer receives an email and can pay the invoice from within the email once paid, you can see the transaction id in the order's payments tab