Overview
Stripe can be used with Turnstile to automatically send invoices to customers, collect and track payments, enable integrated checkout experiences, and more.
Connecting Stripe to Turnstile
Go to your Settings > Integrations page to connect your Stripe account.
How the Stripe Integration Works
Automate Invoicing
With your Stripe account connected to Turnstile, any subscription created and quote signed can be invoiced and billed through Turnstile's orchestration of Stripe's invoicing and payment collection.
Data created during the quoting process about what the customer purchased is used in conjunction with CRM data about the customer, and billing parameters, in order to create a schedule of invoices that can be automatically delivered to the customer.
At any time, you can view the next upcoming invoice for a customer before it's sent to the customer by viewing the Invoices section on each Customer pane. Invoice statuses are automatically updated when your customer pays.
There are two flows for automatically invoicing customers described below:
Email invoices to customers
When creating a quote for a prospect, selecting a preferred Payment Term such as "Net 30 days" will tell Turnstile to create invoices that allow customers to pay within 30 days of issuing of the invoice.
Each of these invoices once created, will be emailed to the customer's billing email on file, with payment options available based on your configuration in Stripe.
Charging customers automatically
If you want your prospect to be charged automatically to their method of payment on file, when creating a quote, select Automatically charge at step two of the review and send process. This selection will prompt Stripe to automatically charge the customer's payment on file if one is available.
If a payment method is not yet on file, which is common for the first invoice, the customer will be emailed an invoice from Stripe. Once they add a payment method and pay their initial invoice, the method of payment will be charged for subsequent invoices by default.
Note: A subscription in Turnstile does not create a subscription in Stripe, only the issued invoices
Branded Checkout Experiences
Setting up your Turnstile with Stripe allows you to deliver an easy way for customers to agree to your quote while also providing a method of payment or paying for their initial invoice.
Once Stripe is connected, when quoting in Turnstile, you can select between E-signature or Checkout page. Checkout page will create a customer-facing experience with your quote alongside a billing information form and an acceptance call-to-action.
Based on how your quote was built and your selection at "Collect customer payment information at checkout", the cost of the initial invoice and the checkout page will adapt to capture the information needed to initiate the subscription, with the following combinations:
Free trial or zero-cost initial invoice, with only basic billing information needed to accept the quote. Next invoice will be emailed to the customer.
Free trial or zero-cost initial invoice, with billing information and a valid payment method on file needed to accept the quote. Next invoice can be emailed or charged to the payment method stored.
Initial invoice has a cost, only basic billing information needed to accept the quote. Initial invoice will be emailed to the customer after acceptance.
Initial invoice has a cost, billing information and successful payment of the initial invoice needed to accept the quote.
Update Customer Payment Methods
Customers can use Turnstile's Customer-facing account view not only to view upcoming invoices and usage, but with Stripe connected, they can also manage their payment methods.
The customer facing account view allows customers to:
View their current payment methods on file with Stripe
Add a new payment method based on allowable payment methods configured in your Stripe account
Mark any payment method listed as default
If a customer is being automatically charged for the billing of any of their subscriptions, Turnstile will charge their default payment method. If multiple payments methods exist in Stripe, the default payment method must match the payment method selected in the subscription in order to be automatically charged.
Stripe FAQs
Can I issue a refund to a customer in Stripe via Turnstile?
Can I issue a refund to a customer in Stripe via Turnstile?
No, Turnstile does not support Stripe refunds.
Can I add multiple Stripe accounts?
Can I add multiple Stripe accounts?
Yes, you can add an additional Stripe account by clicking Connect Stripe on the Stripe integrations page in Settings.
Can I collect sales tax on transactions?
Can I collect sales tax on transactions?
Yes, you will need to toggle on Enable Stripe tax calculation for the Stripe account enabled in the Stripe integrations page in Settings. Toggling this on will allow you to automatically collect sales tax on transactions using your connected Stripe account.
Are invoice payments generated through a Turnstile Stripe account or through my company's Stripe account?
Are invoice payments generated through a Turnstile Stripe account or through my company's Stripe account?
Turnstile uses Stripe Connect so invoice payments flow through your company's Stripe account, not Turnstile's.
Why is my customer unable to submit a payment for an invoice?
Why is my customer unable to submit a payment for an invoice?
There are a few ways to troubleshoot why a customer is unable to submit a payment:
Confirm the enabled payment method(s) in Turnstile matches the enabled payment method(s) in Stripe.
Confirm the Stripe customer email exists and is accurate.
Confirm the bank direct debit method enabled matches the Stripe entity and currency.
View Stripe's article on payment methods for further guidance.