Turnstile automates invoice generation from subscriptions while giving you full control to review, customize, and manage payments.
Turnstile integrates with Stripe to automate payment collection. You also have the option to set up manual invoicing for your recurring subscriptions and any one-off charges.
What is an Invoice?
Invoices are billing documents generated from your subscriptions that tell customers what they owe and when payment is due. Turnstile automates invoice creation based on your subscription billing frequency, while allowing you to review, customize, and manage each invoice before sending.
An invoice can come from two sources:
Automatically generated from active subscriptions based on billing frequency
Manually created as one-off invoices for ad-hoc charges
Once an invoice is created, it will have information such as:
Customer information
Line items and pricing from the subscription
Payment terms and due date
Total amount due
Invoice number and date
Invoice data drives downstream processes such as payment collection and revenue recognition.
Access and manage invoices
Throughout an invoice's lifecycle, you may need to take different actions based on your billing workflow and payment collection preferences. Turnstile offers flexible options for managing your invoices.
View and manage invoices on the customer page
Access all invoices for a customer on the customer page by selecting the customer from Customers > All customers and scrolling down to the invoices area.
View and manage all invoices
View all invoices from Invoices > All invoices. The all invoices page presents invoices in a table that you can view and filter.
View and manage invoices in the invoice workflow
For a workflow-focused view of invoices that need action, go to Invoices > Invoice workflow. This view organizes invoices by their stage in the billing process and highlights which invoices need attention.
View and manage invoice alerts
Invoice alerts help you catch and resolve issues before they affect sending or payment collection. Invoice alerts are managed from the invoice alert center on your Home page, from the invoices workflow, and, optionally, via in-app notifications. For full details, see our article on invoice alerts & invoice alert center.
Invoice statuses
The invoice status indicates where the invoice is in the billing lifecycle and whether payment has been received from a customer once it has been issued. Depending on invoice settings, these statuses may be automatically or manually updated.
Here are the different invoice statuses you'll see in Turnstile and what each one means:
Draft: The invoice has not been finalized and can be edited.
Issued: The invoice has been finalized and cannot be edited. Usually indicates that it has been sent to your customer.
Paid: The invoice has been fully paid.
Void: The invoice has been issued, but is no longer eligible for payment.
Canceled: The draft invoice is no longer valid and cannot be issued.
Uncollectible: The invoice has been issued, but payment cannot be collected.
Review invoice history
Invoice history can be viewed on each invoice in the Event history section.
Invoice history helps you understand what has happened to an invoice or customer record over time. You get a timestamped timeline of key actions and changes so you can quickly audit activity and confirm what happened (and when).