Default invoice settings are your account-wide defaults for how invoices are created, approved, issued, and paid. You can access them from Settings > Default invoice settings. The global invoice template, which sets the default memo, footer, header fields, and ACH payment instructions, is also managed from this page.
Default invoice settings can be overridden on individual quotes, subscriptions, customers, or invoices. Changing a workflow or payment setting here does not change subscriptions that already exist. Changes to the global invoice template work differently. See the section on memo, footer, header, and ACH settings.
To update invoice and template settings for existing subscriptions, see Edit invoice settings for existing customers or subscriptions.
There are three tabs on the default invoice settings page: invoice and payment settings, invoice template & numbering, and Turnstile email templates. This article covers all three tabs and the settings found under each one.
Default invoice and payment settings
Invoice workflow preview
The workflow preview shows each step in the invoice lifecycle and whether it is active or inactive based on your current settings. Steps update in real time as you adjust the settings.
The workflow steps are:
Create draft invoice: Always active. Turnstile creates a draft invoice based on the subscription billing schedule.
Approve invoice manually: Active when Require invoice approval is turned on.
Issue invoice on issue date: Active when Automatically issue invoices is turned on.
Email: Active when not using manual invoicing.
Collect payment: Active when Collect payments for me is selected. Within this step, the auto-charge badge and payment method icons reflect your auto-charge and accepted payment method settings.
Workflow automation
Workflow automation settings control the approval, issuance, and email steps of the invoice lifecycle.
Require invoice approval
Note: This invoice approval workflow is separate from quote approval rules, which require internal sign-off before a quote is sent to a customer, not after an invoice is generated.
When Require invoice approval is enabled, each invoice will require manual approval before it can be issued. Invoices will land in the ready for review step in the invoice workflow, where a team member must approve them.
Enabling Require invoice approval is recommended for usage-based billing or any workflow that requires a sign-off before invoices reach customers.
Automatically issue invoices
When Automatically issue invoices is turned on, Turnstile issues invoices to your customer automatically on the target issue date. When turned off, invoices must be issued manually.
Payment collection
Choose how payment is collected for invoices.
Collect payments for me
Turnstile and Stripe handle payment collection. When Collect payments for me is selected, you can configure the following:
Automatically charge: Stripe automatically charges your customer on the selected auto-charge trigger date if a payment method is on file. If turned off, the customer must initiate payment.
Auto-charge triggers on: When Automatically charge is enabled, you can select when the charge occurs: Auto-charge on issue date or Auto-charge on due date
Accepted payment methods:
Credit or debit card (Stripe fee: 3.0%): Allow customers to pay invoices with a credit or debit card.
ACH direct debit (Stripe fee: 0.5%): Allow customers to pay invoices with ACH (US bank accounts only).
At least one payment method must be selected when Automatically charge is turned on.
Collect payments manually
Your team is responsible for collecting payment. Turnstile creates and sends invoices, but does not initiate payment collection. To enable manual payment collection, select Collect payments manually under Payment collection. Selecting it turns off automatic charging and online payment methods.
Collect payments manually is not available when Use Stripe Billing (legacy feature) is turned on. It can only be selected when Turnstile is the invoice provider or when invoicing is handled manually.
Automated invoice collection
Automated invoice collection is an account-wide setting that automatically follows up with customers on unpaid invoices. To enable or disable it, go to Settings > Invoice workflow and toggle Automated invoice collection on or off. For full details on how automated invoice collection works, see our article on automated invoice collection.
Default CC recipients
Default CC recipients are email addresses that get a copy of invoice emails for all of your customers. Use this setting when someone on your team, such as your finance or accounts receivable inbox, should receive a copy of every invoice your customers are sent.
How default CC recipients work:
They apply only when Turnstile sends the invoice email. They are not used when invoicing is set to Manual invoicing or when invoices are sent through Stripe Billing (legacy feature).
They are copied on Invoice issued emails, including when an invoice is resent.
They are added alongside each customer’s own CC email addresses. An address that appears in both places receives the email once.
They apply to every customer automatically, including customers you add later.
They are not copied on Payment successful emails, Payment failed emails, or automated invoice collection reminders.
To add or remove default CC recipients:
Go to Settings > Default invoice settings.
Select the Invoice and payment settings tab.
In Default CC recipients, type an email address and press Enter. Repeat for each address you want to add.
To remove an address, click the X next to it.
Click Save changes.
To copy someone on invoice emails for one customer only, add them as a CC email address on that customer page instead.
Advanced options
Advanced options are available for teams with non-standard invoicing setups. Click the gear icon in the top right of the page to reveal them.
Note: Turnstile is the default invoicing system. Advanced options are intended for specific edge cases and are not recommended for most accounts.
Use Stripe Billing (legacy feature)
You'll only see settings for Stripe Billing as the invoice provider if you already have access to that feature. After April 2026 new accounts cannot enable invoicing via Stripe by default.
When Use Stripe Billing is turned on, Stripe manages and sends invoices on your behalf through your connected Stripe account. A +0.4% Stripe billing fee applies, and invoices are stored in both Turnstile and Stripe with the same invoice number.
Workflow automation and payment collection options work the same way as they do under the Turnstile default.
If you see a banner prompting you to switch to Turnstile billing, you can switch at any time from that banner or from Settings > Default invoice settings > Gear icon. Switching eliminates the Stripe billing fee (Stripe payment processing fees still apply).
Manual invoicing
When Manual invoicing is selected, Turnstile creates invoices, but your team is responsible for sending them to customers and collecting payment.
When manual invoicing is selected, you cannot select Collect payments for me.
Default invoice template & numbering settings
Invoice numbering
Invoice numbering can be set to increment sequentially across all customers, or separately within each customer's account. By default, Turnstile generates a unique prefix for each customer based on their name. You can manually override prefixes and numbering to match internal conventions or customer-specific requirements.
Sequentially for each customer: Invoice numbers increment within each customer's prefix. Each customer has their own numbering sequence that is easy to track and manage.
Example: If the customer's name is Acme Corp, the prefix might be
ACME-. Invoices for that customer are numbered sequentially, starting from 1 (for example,ACME-001,ACME-002).
Sequentially across my company: For businesses that require a unified numbering system — for example, to comply with UK or EU regulations — Turnstile supports a global prefix. All invoices across all customers share the same prefix and numbering increments across the entire system.
Example: A global prefix of
INV-results in invoice numbers likeINV-001,INV-002, regardless of the customer.
Invoice send time window
This setting controls when Turnstile emails invoices to your customers. There are two options:
No time restriction: Automated invoices may be sent at any time during the day.
During local daytime hours (10am–6pm): Automated invoices are sent during daytime hours in your organization's timezone.
Global invoice template settings
The global invoice template sets the default memo, footer, header fields, and ACH payment instructions for your invoices.
Memo: A note that appears above the line items.
Footer: Text at the bottom of the invoice. Commonly used for thank you messages or disclaimers.
Header fields: Short name and value pairs that appear near the top of the invoice, such as a PO number. Click Add header field to add one.
ACH payment instructions: The bank details your customers use to pay by ACH transfer: Bank name, Account name, Routing number, Account number, and Address.
All fields are optional, but Show ACH instructions on email requires a routing number and account number.
Note: ACH payment instructions are hidden on invoices collected through Stripe, both on the invoice and in the invoice email. This applies when Collect payments for me is selected for the invoice, or when the invoice uses Stripe Billing (legacy option). Customers paying through Stripe pay through Stripe’s payment page instead.
To edit the memo, footer, header, and ACH payment settings for the global invoice template:
Go to Settings > Default invoice settings.
Select the Invoice template & numbering tab.
Click Edit invoice template. The Global invoice template page opens in a new browser tab.
Update any of the fields.
Click Save changes.
When and how global invoice template changes take effect
Changes to the global invoice template apply to draft invoices and future invoices. Issued invoices keep the details they were issued with.
The global invoice template is the default. In most cases, a value set on a customer’s own invoice template or on an individual invoice overrides the global invoice template for draft and future invoices.
However, invoices on some subscriptions created before October 14, 2026 keep the memo, footer, and header values copied when the subscription was created.
Line item settings
Display overage line items without "Additional" prefix: When turned on, Turnstile removes the word "Additional" from the beginning of every usage-based line item description on an invoice.
This setting applies to Usage, Percentage, and the overage portion of Committed Usage pricing types. The committed portion of a Committed Usage product is a separate, non-usage-based line item. Its description is not affected by this setting.
Turnstile email templates
In the Turnstile email templates tab from Settings > Default invoice settings, you can customize the invoice emails Turnstile sends to your customers. This feature only works when you're using Turnstile as the invoice provider. If you are sending invoices manually or using Stripe as the invoice provider (only available under special circumstances), configuring the Turnstile email templates will not be applied to invoice emails sent to your customer.
Who invoice emails come from and where replies go
Invoice emails are sent from no-reply@tryturnstile.com, with your company name as the sender name. You cannot change the sending address.
When a customer replies to an invoice email, the reply goes to your support email. To set it:
Go to Settings > Quoter settings.
Select the Quote details tab.
In Support email, enter the address where you want replies to go.
Click Save changes.
This applies to Invoice issued, Payment successful, and Payment failed emails, and to payment reminders sent by automated invoice collection.
If no support email is set, replies go to no-reply@tryturnstile.com and are not seen by your team.
Invoice email types
There are three invoice email types tabs that can be customized: Invoice issued, Payment successful, and Payment failed.
Available customizations:
Subject
Add an attachment
Email body: header and message
Show ACH instructions on email (Invoice issued emails only): Repeats your ACH payment instructions in the body of the email. This setting applies to all customers and requires a routing number and account number on your global invoice template.
Include invoice details: adds the invoice issue date, due date, billing period, and amount
Include invoice line items: adds products or services being billed and their quantity
Email template variables
Use these variables in your invoice emails for further personalization:
{vendorName}: the name of your company{vendorContactEmail}: your support email, set in Settings > Quoter settings > Quote details > Support email{customerEmail}: the customer's email address{customerContactPerson}: the customer's contact person{invoiceNumber}: the invoice number{invoiceAmount}: the invoice amount due
Use Reset default in the top right of the template section to clear your customizations, or Send test email to preview the email that will be sent to your customers.