Default invoice settings affect any area in Turnstile where invoice creation occurs: Quotes, Subscriptions and One-Off Invoices.

Note: Invoice Settings can always be overridden at an individual quote, subscription or invoice

Invoice Providers

The Invoice Provider is where you choose how your invoices managed and sent. There are three options for invoice provider: Manual, Turnstile and Stripe:

Manual

Turnstile generates, but does not send, invoices to your customer. You will be responsible for downloading, sending, managing, and collecting payment for invoices.

This option is suitable for those who have customers with unique billing flows or for those who require additional oversight with regards to invoicing.

Workflow Options

“Requires Review Stage” will require mandatory manual approval before issuing for each invoice if toggled on. If toggled off, invoices will not require approval before they are able to be issued. This is toggled on by default.

Turnstile

Turnstile generates and emails invoices to your customer. You will be responsible for collecting payment from your customer.

Payment Providers

Offline Payments- Invoice payments will be handled by your team outside of Turnstile.
Stripe- Invoice payments will be processed through Stripe.

Workflow Options

Requires review stage will require mandatory manual approval before issuing for each invoice if toggled on. If toggled off, invoices will not require approval before they are able to be issued. This is toggled on by default.
Automatically issue if toggled on, this will allow Turnstile to auto-issue invoices to your customer on the projected issue date. If toggled off, invoices will need to be manually sent.

Stripe

If Stripe is integrated, Turnstile will generate and manage invoices on your behalf through your connected Stripe account. Stripe will email invoices to your customer.

Workflow Options

“Requires Review Stage” will require mandatory manual approval before issuing for each invoice if toggled on. If toggled off, invoices will not require approval before they are able to be issued. This is toggled on by default.
“Automatically issue” if toggled on, this will allow Stripe to auto-issue invoices to your customer on the projected issue date. If toggled off, invoices will need to be manually sent.

Payment Method

“Automatically charge” if toggled on, Stripe will attempt to charge your customer upon invoice issue if they have a payment method on file. If toggled off, the customer will need to initiate payment upon being issued an invoice.
“Credit or debit card” if toggled on, your customers will be allowed to pay for invoices with a credit or debit card. If toggled off, your customers will not be allowed to pay for invoices with a credit or debit card.
“Bank Direct debit” if toggled on, your customers will be allowed to pay for invoices with ACH (USD) or SEPA (Euro) direct debit. If toggled off, your customers will not be allowed to pay for invoices with direct debit.

Important Note: If you update your default invoice settings, the changes will only apply to future invoices created and will not update invoices in "draft".

Invoice Numbering

Invoice numbering across all invoices, can be set to have prefixes and numbering sequential across all customers or specific to each customer numbering sequential within a customer’s account. By default, Turnstile generates a unique prefix for each of your customers based on their name.

Turnstile provides flexibility for users to adjust invoice prefixes and numbering to suit their preferences or meet specific requirements. Users can manually override the defaults to align invoice numbers with internal conventions or customer-specific needs.

Sequentially for each customer

Invoice numbers are incremented sequentially within each customer’s prefix. This ensures each customer has their own numbering system 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 will then be numbered sequentially, starting from 1 (e.g., ACME-001, ACME-002).

Sequentially across my company

For businesses that require a unified numbering system (e.g., to comply with UK or EU regulations), Turnstile supports the use of a global prefix. When enabled, all invoices across all customers will share the same prefix, and sequential numbering will increment across the entire system.

Example: A global prefix of “INV-” would result in invoice numbers like INV-001, INV-002, INV-003, regardless of customer.

Note: If using Stripe, when an invoice is issued, the invoice number in Turnstile will match in Stripe.

Invoice Send Time Window

This feature is for the Turnstile invoice provider only. 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 Day Time Hours (10am-6pm)- Automated invoices will be sent during daytime hours of your organization's timezone.

Invoice Email Template (Turnstile Invoice Provider Only)

In the Turnstile email templates tab, you will have the option to customize the invoice emails sent from Turnstile to your customers. There are three tabs within this section to represent the three email types: Invoice issued, Payment successful and Payment failed. Any changes made will be reflected in the preview section on the left. Here are the available customizations:

Subject
Add an attachment
Email Body: Header and Message
Add ACH Instructions (Invoice issued emails only)
Include Invoice Details- Adds the invoice issue date, due date, billing period, and amount
Include Invoice Line Items- Adds any products or services that are being billed and their quantity

Email Template Variables

For further personalization, you can utilize these variables in your invoice emails:

{vendorName}: The name of the vendor
{vendorContactEmail}: The contact email of the vendor
{customerEmail}: The email of the customer
{customerContactPerson}: The contact person of the customer
{invoiceNumber}: The number of the invoice
{invoiceAmount}: The amount of the invoice

In the top right corner of the Invoice Email Template section you have the option to Reset Default to clear out your customizations as well as Send Test Email.