Use Boleto with subscriptions

Learn how to use Boleto with subscriptions.

Learn how to set up Boleto as a payment method. Boleto is a voucher with a generated number that Customers can obtain from an ATM, a bank, an online bank portal, or an authorized agency.

Enable Boleto

Before you start your integration, go to Manage payments that require confirmation in your Subscriptions and emails settings and enable Send a Stripe-hosted link for customers to confirm their payments when required.

Go to your Payment methods settings and enable Boleto as a payment method. You can click Configure to set the voucher expiration delay.

Decide the collection method

You can set the collection method in the Dashboard or API. For invoices, you can choose to either send an invoice or charge your customer automatically. If you’re using the API, the send_invoice and charge_automatically values determine the collection method.

	Send invoice	Charge automatically
When to use	Your customer hasn’t defined their preferred payment method to pay invoices or subscriptions. In this case, you want to give them the option to use either a credit card or Boleto. You’re missing important customer information required to use Boleto (full name, address, and tax ID).	Your customer already chose to pay for their invoices or subscriptions using boletos. You have the customer information needed to create an invoice that uses Boleto (full name, address, and tax ID).
Customer experience	Your customer needs to reenter their personal information details (full name, address, and tax ID) every time you send a new invoice, or for each new subscription cycle. This collection method doesn’t take into account the default payment method associated with that customer.	Your customer has Boleto set up as their default payment method. Your customer receives an email with a Boleto voucher every time you send them an invoice, or there’s a subscription cycle.
Expiration and due dates	The invoice must contain a due date. Stripe creates the boleto—regardless of the invoice due date—as soon as your customer enters the needed details. Because boletos have their own expiration date (the default is 3 days), the invoice due date and the boleto expiration date won’t necessarily match. The boleto might expire before or after the invoice is due.	The invoice doesn’t have a due date. Stripe creates the boleto when the merchant creates the invoice with a selected expiration date (the default is 3 days).

Create a customer

Create a customer for every new user or business you want to bill. When you create a new customer, set up a minimal customer profile to help generate more useful invoices, and enable Smart Retries (if you’re an Invoicing Plus user). After you set up your customer, you can issue one-off invoices or create subscriptions.

Caution

Before you create a new customer, make sure that the customer doesn’t already exist in the Dashboard. Creating multiple customer entries for the same customer can cause you problems later on, such as when you need to reconcile transaction history or coordinate saved payment methods.

You can create and manage customers on the Customers page when you don’t want to use code to create a customer, or if you want to manually bill a customer with a one-off invoice.

Note

You can also create a customer in the Dashboard during invoice creation.

Create a customer

When you create a new customer, you can set their account and billing information, such as Email, Name, and Country. You can also set a customer’s preferred language, currency, and other important details.

To create a customer, complete these steps:

Verify that the customer doesn’t already exist.
Click Add customer, or press N, on the Customers page.
At a minimum, enter your customer’s Name and Account email.
Click Add customer in the dialog.

Edit a customer

To edit a customer’s profile, complete these steps:

Find the customer you want to modify and click the name on the Customers page.
In the account information page, select Actions > Edit information.
Make your changes to the customer profile.
Click Update customer.

Delete a customer

To delete a customer, complete these steps:

Find the customer you want to delete on the Customers page.
Click the checkbox next to your customer’s name followed by Delete. You can also click into the customer’s details page and select Actions > Delete customer.

Create a product and price

Define all your business and product offerings in one place. Products define what you sell and Prices track how much and how often to charge. This is a core entity within Stripe that works with subscriptions, invoices, and Checkout.

Prices enable these use cases:

A software provider that charges a one-time setup fee whenever a user creates a new subscription.
An e-commerce store that sends a recurring box of goods for 10 USD per month and wants to allow customers to purchase one-time add-ons.
A professional services firm that can now create a standard list of services and choose from that list per invoice instead of typing out each line item by hand.
A non-profit organization that allows donors to define a custom recurring donation amount per customer.

You can manage your product catalog with products and prices. Products define what you sell and prices track how much and how often to charge. Manage your products and their prices in the Dashboard or through the API.

If you used the Dashboard in test mode to set up your business, you can copy each of your products over to live mode by using Copy to live mode in the Product catalog page. Use our official libraries to access the Stripe API from your application.

Navigate to the Product catalog page, and click Add product.
Select whether you want to create a One-time product, or a Recurring one-time product.
Give your product a name, and assign it a price.

Create a subscription

You can create and update subscriptions from the Dashboard or the API. Use the API if you have a large number of subscriptions to manage, or if you want to manage them programmatically.

Note

See our integration guide to learn how to build a complete subscription integration.

Create a subscription

To create a subscription:

Go to the Payments > Subscriptions page.
Click +Create subscription.
Find or add a customer.
Enter the pricing and product information, which allows you to add multiple products, a coupon, or trial to the subscription.

In the Advanced options section, you can optionally create thresholds for metered usage or add customized invoice fields. When you’re finished, click Schedule subscription or Start subscription. When scheduling a subscription you can start it immediately, the next month, or customize it. You can end the subscription immediately, after a number of cycles, or customize a date.

Edit a subscription

To edit a subscription:

Go to the Payments > Subscriptions page.
Find the subscription you want to modify, click the overflow menu (), then click Update subscription. You can also click the next to the subscription name. From this menu, you can also:
- Cancel the subscription. In the modal that opens, select the date to cancel the subscription—immediately, at the end of the current period, or on a custom date. You can also select the option to refund the last payment for this subscription and create a credit note for your records.
- Pause payment collection. In the modal that opens, select the duration of the pause—indefinite or ending on a custom date, and how invoices should behave during the pause.
- Share payment update link. In the modal that opens, you can share a link with the customer to update their payment details. For more information, see Share payment update link.
Add the changes you want to the subscription.
Click Update subscription.

Delete a subscription

You can’t delete a subscription object, but you can cancel it or pause payment collection. See editing a subscription for those details.

Use Boleto with subscriptions

Learn how to use Boleto with subscriptions.

Enable Boleto

Decide the collection method

Create a customer

Caution

Note

Create a customer

Edit a customer

Delete a customer

Create a product and price

Create a subscription

Note

Create a subscription

Edit a subscription

Delete a subscription

See also