Rules examples

Tax treatment

To categorize a tax line item (for example, created by Avalara), you can set one rule like the one in this example:

If you have a 10 USD invoice line item with the description “Sales Tax calculated by AvaTax," and the invoice finalizes in April, you’d see the account balances as in the following example:

Passthrough fees

To categorize 10% of an amount as a passthrough fee, you can set one rule like the following example:

If you have a 100 USD invoice line item (without a service period) that finalizes in April, you’d see the account balances like the following example:

Exclude transactions from a test customer

To exclude all the standalone payments from a test customer, you can set one rule like the following example:

Other payments from the customer, whose email is test@stripe.com, would be excluded from the report completely.

Exclude standalone payments

To exclude all standalone payments from the report, set a rule like the following:

This rule restricts Revenue Recognition to only include recurring payments and one-time invoice payments in your revenue accounting reports. Standalone payments are excluded from the report.

Amortize revenue over custom time period

In this example, we want to (1) amortize other payments from a small set of customers (for example, cus_AAA and cus_BBB) over one year and (2) amortize the remaining other payments over one month.

We can make two rules and use the order of the rules as shown in the following example:

Rule 1: Amortize other payments over one year

Rule 2: Amortize other payments over one month

Other payments from cus_AAA or cus_BBB would match Rule 1, and the revenue would be amortized over one year. Other payments from any other customer would match Rule 2, and the revenue would be amortized over one month.