An invoice number is a unique sequential identifier of each finalized invoice. Draft invoices do not have an invoice number.

“Create Invoice” allows the user to create a one-off invoice.

Most invoices are generated as a result of subscriptions. One-off invoices allow for charging one time items without the need to amend the subscription. For example, a late payment fee.

You can create a one-off invoice from several locations in Turnstile:

Homepage: In the Billing tile, click Create one-off invoice

Customer Page: In the Invoices section, click Create Invoice

Invoices Page: Click + Add an invoice in the top right

Invoice Workflow Page: Click + Add an invoice in the top right

The due date is set based on the invoice generation date + net terms. Net terms are set on the subscription.

Invoices in Draft status can be edited. Issued invoices cannot be edited. If you need to edit an invoice that was already issued, we recommend voiding the incorrect invoice and creating a one-off invoice.

Invoices cannot be marked as "void" or "uncollectible" until they have been issued. If you would like to remove an invoice before it has been issued, you can "cancel" it.

You can find an invoice on an individual customer page or, if you know the invoice number, you can use the global search bar in the top right.

Yes, on the customer page, edit Billing info and enter the email addresses in the CC Email Addresses section. Note: This is only available if you are using Turnstile as an invoice provider.

Alternatively, you can download the invoice PDF and manually email it to additional recipients.

If you are using Stripe as a provider, you also have the ability to add additional email recipients after the invoice is issued in Stripe following these steps: https://docs.stripe.com/invoicing/send-email#additional-email-recipients

Bill to information is populated from the Billing information found on the customer page. You can update the billing information by clicking the icon in the top right of the Billing information section.

Proration can be set in the Review billing step of the review quote workflow by clicking the settings button in the invoice schedule section. By default, proration is set to days.

No proration- Full price charged for each service period. Starting mid-month or cancelling early does not reduce the charge.

Day proration- A partial period only charges for the days the service is active in the period. Daily rate = period price ÷ days in period; charge = daily rate × active days.

Month proration- Any partial month counts as a full month. Example: a 45 day contract is billed as 2 full months.

You cannot change the resolved status of an invoice once it has been set and it cannot be undone without extra support. You will need to be assisted by the Turnstile team to void and reissue the invoice.

No, you cannot un-void an invoice. You will need to create and issue a new invoice.

Invoices associated with an upcoming subscription that came from a renewal will appear on the customer page when the service start date is a month away.

If you are trying to change the issue date for a single invoice, click the individual invoice to navigate its page, then click Target Issue Date to change the date it will be sent to your customer. Note: Target Issue Date can only be edited if the invoice is in Draft.

If you need to change the invoice generation for all invoices associated with an active subscription, you will need to Amend the subscription, then select your preferred Invoice generation schedule in the Billing section.

No, once an invoice is resolved the status of the invoice cannot be changed.

Invoices remain in the "In Progress" step until the usage period for the product or service has closed.

Invoice delivery methods are based on the customizations chosen in: Default Invoice Settings or Edit Invoice Settings for active subscriptions. You have the option to either deliver invoices manually or have Turnstile or Stripe auto-issue invoices.

If the payment is successful, the billing contact is emailed a receipt from Stripe. If the payment cannot be completed, the billing contact will receive an invoice email asking for the payment method.

Invoice generation is how Turnstile determines the Target Issue Date for invoices that have a monthly billing frequency. Invoice generation is either based on service start date or on the first of each month. The issue date may change if the invoice is issued sooner or later than the target issue date.

No, currently there is not a way to bulk update invoice generation settings for multiple customer subscriptions. Each subscription would need to be amended in order to edit the invoice generation settings.

On the individual invoice, in the Usage section click the "+" to add a usage event.

There is no deadline. Invoices that include usage products will not be sent to customers if no usage data has been added for a given billing period.

For added confidence, we recommend toggling on "requires review stage" so your usage invoices have a built in approval process.

Invoices that include usage products will not be sent to customers if no usage data has been added for a given billing period.

No, the usage pricing types (usage, committed usage and percentage) are not available when creating one-off invoices. If needed, you must create a quote or subscription to utilize a usage pricing type.