Status transitions and finalization

The following graphic shows the different ways that an invoice can transition from status to status:

Status transitions and finalization

Transitions and endpoints

The following table outlines the status transitions and their endpoints. It also lists the webhooks that are emitted by the endpoint, and the resulting status for each:

Finalize draft invoices

When you enable automatic collection, Stripe automatically finalizes, and begins automatic collection of the invoice. We wait 1 hour after receiving a successful response to the invoice.created event before attempting payment. If we don’t receive a successful response within 72 hours, we attempt to finalize and send the invoice. You can configure a longer grace period.

Invoices are initially created with status=draft, and you can only edit them while they’re in this state. When an invoice is ready to be paid, finalise it. Finalising an invoice sets status=open on the invoice. You can manually finalise an invoice in the Dashboard or by using the Finalise endpoint. If you’ve configured webhook endpoints, you receive an invoice.finalized event when an invoice finalises.

curl -X POST https://api.stripe.com/v1/invoices/
{{INVOICE_ID}}
/finalize \
  -u "
sk_test_4eC39HqLyjWDarjtT1zdp7dc
:"

In live mode, if your webhook endpoint doesn’t respond properly, Stripe continues retrying the webhook notification for up to 3 days with an exponential back off. In test mode, we retry three times over a few hours. During that time, we won’t attempt to charge the customer unless we receive a successful response. We also email you to notify you that the webhook is failing.

This behaviour applies to all webhook endpoints defined on your account, including cases where a Connect application or other third-party service is having trouble handling incoming webhooks.

You can configure a longer grace period.

Post-finalization

Finalizing an invoice does the following:

• It allows the invoice to be paid.
• It ensures that an invoice number is present.
• It makes certain properties immutable on the invoice.
• It creates an incomplete payment intent for the invoice.
• It generates a unique URL where someone can pay the invoice, and a link to download a PDF of the invoice.

Finalized invoice restrictions

After you finalize an invoice, you can’t change certain fields that pertain to the amount and customer. This is to satisfy the common tax-compliance requirement that finalized invoices be retained—as they were finalized—for a legally required minimum time period.

In some jurisdictions, editing fields that modify the total amount due on an invoice could render the invoice invalid. These are typically fields associated with your account, customer, line items, or taxes. It’s your responsibility to make sure that the invoices you create comply with all applicable laws.

If you require updates to the invoice amount after it finalises, use credit notes. Credit notes allow you to modify the invoice amount by specifying an adjustment in money owed by the customer. You can issue credit notes for any invoice in an open or paid status. Finalising the invoice copies the following customer fields to it and makes them immutable:

• invoice.customer_address
• invoice.customer_email
• invoice.customer_name
• invoice.customer_phone
• invoice.customer_shipping
• invoice.customer_tax_exempt
• invoice.customer_tax_ids

If you want to change a customer-related property on an invoice:

1. Void the current invoice.
2. Duplicate the voided invoice.
3. Update the customer information on the new invoice.

Emails after finalization

By default, Stripe automatically sends invoices when you set collection_method to send_invoice. Stripe doesn’t email invoices in the following cases:

• When charged automatically.
• When automatic collection is turned off for the invoice.
• When the Email finalized invoices to customers option is turned off.

Asynchronous payments

Some payment methods require customer interaction to complete the payment—for example, a European card or bank transfer may require Strong Customer Authentication (SCA).

Use the invoice’s payment_intent parameter to choose how to handle the response from the payment attempt, which may be either success or requires_action.

When the status of the PaymentIntent is requires_action, you must have your user complete a 3D Secure authentication to complete the payment.

Instead of building this yourself, you can rely on Stripe to handle it for you. Enable reminder emails in the Dashboard so that Stripe can automatically send emails to your customers whenever requires_action occurs. These emails include a link to the Hosted Invoice Page, where a customer can perform all the actions required to pay the invoice. To learn more about these emails and how to customise them, see Sending email reminders.