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Getting started: Manage invoices

Once a subscription is active, Turnstile generates invoices automatically based on the billing schedule. You can monitor and manage all invoices from Invoices > Invoice workflow.

For a full reference on invoice management, see our articles on invoices overview and the invoice workflow.

Invoice workflow stages

  • In progress: The billing period is still open. Invoices with usage products stay here until the period closes and usage is entered.

  • Ready for review: The invoice is ready for your team to review before issuing (only appears if the review stage is enabled in your invoice settings).

  • Ready to issue: The invoice is finalized and ready to send to the customer.

  • Issued: The invoice has been sent to the customer.

  • Resolved: The invoice has been paid, voided, or otherwise closed.

Invoice alerts

Turnstile surfaces invoice issues across the invoice workflow, the invoice action center on your home page, and in-app notifications.

To enable in-app notifications for invoice issues, go to Settings > Notification preferences and toggle on Invoice issues daily digest. See our aticle on invoice alerts and invoice alert center for more information.

One-off invoices

You can create an invoice outside of a subscription at any time. For example, for a setup fee, a late payment fee, or a professional services charge. You can create one from:

  • The homepage, in the Billing tile.

  • The customer page, in the Invoices section.

  • The Invoices page, using the + Add an invoice button.

See our article on one-off invoices for more information.

Usage-based billing

If any of your subscriptions include usage pricing, you must enter usage data before the close of each billing period. You can do this:

See our article on recording usage in Turnstile for more information.

Tip: For usage invoices, enable Requires review in your invoice settings so your team has a built-in approval step before the invoice is sent.

All articles in the getting started series

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