Stripe Invoices

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.



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



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.









Suppose you are placing a manual wholesale order for one of your customers.



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:







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.



Invoices for Batch Orders is powered by three columns in the batch order spreadsheet



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