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Invoices Overview

Billing in Turnstile

Updated over 2 months ago

Overview

Turnstile automates invoice generation from subscriptions while giving you full control to review, customize, and manage payments.

Turnstile can also integrate with your payment provider 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 giving you control to review, customize, and manage each invoice before sending. Turnstile can integrate with your payment provider (such as Stripe) to automate payment collection.

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.

Accessing Invoices

An invoice can be accessed from an individual Customer page under the Invoices tab, or you can view all invoices by using the side navigation bar Customers > All invoices. All invoices will bring you to a table where you can view and filter all invoices in Turnstile.

For a workflow-focused view of invoices that need action, go to Customers > Invoices workflow. This view organizes invoices by their stage in the billing process and highlights which invoices need attention.

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.

Managing 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:

Use automated invoicing when you want streamlined, hands-off billing:

  • Invoices automatically generate based on subscription billing frequency

  • Integration with Stripe enables automatic payment collection

  • Reduces manual work for recurring billing

Use the invoice workflow when you need visibility and control over billing:

  • Review invoices before they're sent to customers

  • Track payment status for all invoices in real-time

  • Make adjustments to line items or amounts before issuing

  • Manually approve and trigger invoice delivery

  • Monitor which invoices are pending, sent, paid, or overdue

Create one-off invoices when you need to bill outside regular subscriptions:

  • Professional services or consulting work

  • One-time setup fees

  • Ad-hoc charges not tied to a subscription

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