Overview
A one-off invoice is a single, manually created invoice for a customer that is not necessarily linked to a subscription or a recurring charge. One-off invoices give you even more flexibility in how you price your products and services.
Note: One-off invoices are intended to be post-calculation and do not have the option to add usage-based pricing
There are 3 places in Turnstile where you can start building a one-off invoice:
Homepage: In the Billing tile, click "Create one-off invoice"
Customer Page: In the Invoices section on the top right, click "Create Invoice"
Invoices Page: In the top right of the page, click "Add an invoice"
Creating A One-Off Invoice
1. Select Your Customer
Select an existing customer or add a new customer
To add a new customer, type the name and click the "+". You will then be prompted to link the customer to your integrated tools
2. Add Items
Click the "+" to add products/services to your invoice
Input the pricing for each item
Input discounts (optional)
The Discounts tab is on the left top of the Item window
3. Configure Payment Collection
Set Target Issue Date- the date you intend for the invoice to be sent to your customer
Set Payment Terms- the amount of time your customer has to pay the total invoice amount
Select Invoice Provider- Select where you would like the invoice to be sent from and the approval process.
Manual- You will be responsible for sending and managing the invoice for your customer
Turnstile- Turnstile will be responsible for sending invoices to your customer
Stripe- Turnstile will send and manage invoices in your Stripe account on your behalf to your customer
4. Input Additional Options
Add Memo and Footer
Add Header
Tip: The Memo, Footer and Header are great areas to personalize or add extra context to your invoices. E.g., thank-you messages, payment instructions, PO number, etc.
5. Create the Invoice
Click Create Invoice in the top right to generate the invoice
You will be redirected to the invoice details page
One-off invoices will appear in the Invoices section of the customer page. If an action needs to be taken within 30 days, the invoice will also populate in the Invoice Workflow.