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Payments
Finance automation
Get started
Payments
Finance automation
Platforms and marketplaces
Money management
Overview
Billing
    Overview
    About the Billing APIs
    Subscriptions
    Invoicing
      Overview
      API quickstart
      Integrate with the API
      Invoicing without code
        Use the Dashboard
        Manage invoices
        Issue credit notes
      Invoice lifecycle
      Preview invoices
      Edit invoices
      Schedule invoice finalization
      Status transitions and finalization
      Send customer emails
      Generate credit notes
      Invoice customers
      Customers
      Customer credit balance
      Customer tax IDs
      Invoice payments
      Hosted Invoice Page
      Create invoice payment plans
      Payment methods for invoices
      Automated collections
      Invoice customization
      Customize invoices
      Invoice rendering templates
      Group invoice line items
      Summarize line items
      Global invoicing
      Best practices
      Multi-currency customers
      Other invoicing features
      Products and prices
      Manage bulk invoice line items
      Taxes
    Usage-based billing
    Connect and Billing
    Tax and Billing
    Quotes
    Revenue recovery
    Automations
    Scripts
    Revenue recognition
    Customer management
    Entitlements
    Test your integration
Tax
Reporting
Data
Startup incorporation
HomeFinance automationBillingInvoicingInvoicing without code

Use the Dashboard

Create, send, and modify invoices from the Stripe Dashboard.

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Get started

To start using Invoicing features, log in to the Dashboard and select a Billing plan.

Learn how to create, send, and modify an invoice from the Dashboard. Invoices provide an itemized list of goods and services rendered, which includes the cost, quantity, and taxes. You can also use them as a tool to collect payment. To send invoices automatically, integrate with the Invoicing API.

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Create an invoice

To create and send an invoice, complete the following steps:

  1. In the Dashboard, go to the Invoices page, and click Create Invoice to open the invoice editor. Whenever you exit the invoice editor, Stripe saves a draft. (To delete a draft invoice, click the overflow menu () next to an invoice on the Invoices page.)

  2. Select an existing customer or click Add new customer. For new customers, you have to enter a name. You can optionally add an email address or other details.

  3. (Optional) Click the overflow menu () in the Items section to open the Items Options dialog. Choose the desired currency and tax rendering option for the invoice.

  4. Select Add one-time item to create a single, one-time item. To save a product for future use, select Create new product.

  5. Enter the Quantity and Price for your new item or product.

  6. (Optional) Click the Item options under each item to add a tax rate, coupon, or supply date. You can also use the Dashboard to create a tax rate or coupon.

  7. (Optional) Use the Memo box to provide more information to your customer. You can edit the memo on an invoice by clicking Edit memo on its details page.

  8. Select one of the following invoice delivery options:

    • Automatically charge a payment method on file: Immediately charges the invoice amount to your customer’s payment method that you have on file.

    • Send invoice or payment page link manually: Provides a payment link for you to send to customers after you confirm the invoice.

    • Email invoice with link: Enables Stripe to send an email with a payment page and an invoice PDF.

    • Email invoice without link: Enables Stripe to send an invoice PDF only.

  9. (Optional) To schedule this invoice to finalize automatically at some date in the future, select Schedule send date. Or, depending on what you selected in the previous step, Schedule charge date or Schedule finalization date.

  10. (Optional) Expand Advanced options, and add custom fields. To learn more, see Net prices and taxes. Expand Advanced options, and add custom fields.

  11. Click Review invoice and decide whether you want to include additional emails or continue editing. Send the invoice.

Create an invoice with the Dashboard

Modify an invoice

With the Dashboard, you can duplicate an invoice and modify the new copy. When you duplicate an invoice, Stripe copies all of the information on the original invoice except for credit notes, deleted (or archived) products, prices, coupons, discounts, and tax rates. If you made a mistake on an invoice you already created, duplicate it, make your corrections, and then send the new invoice. Remember to void the incorrect invoice as well.

Note

You can change the status of an open invoice in the Dashboard by going to its details page and choosing More > Change Invoice Status.

To duplicate an invoice, view your invoices and click the overflow menu () for the invoice you want to duplicate. Click Duplicate invoice to create, edit, and then send the new invoice.

Duplicate an invoice from the Dashboard

Customize an invoice

You can customize invoices in several ways. These options allow you to add your own branding and modify your invoices so that they comply in the jurisdictions ​​where you operate.

Invoice receipts

Stripe creates receipts when a customer pays an invoice, or makes any subscription payment. We itemize the receipts for subscription and invoice payments to include line items, discounts, and taxes for the payment. To automatically send receipts, make sure that you enable the Successful payments option in your Email settings and that you also add the customer’s email.

After payment, the Hosted Invoice Page includes a link to a receipt that a customer can download for their own records. You can also manually send a receipt by clicking the Send receipt button on the Invoice details page. To email yourself a test receipt, go to your Branding settings and hover over the email receipt to see the Send test receipt button. To learn more about email receipts, see Email receipts.

See also

  • How invoicing works
  • Hosted Invoice Page
  • Send email reminders
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