Learn how to create, send, and modify an invoice from the Dashboard. Invoices provide an itemized list of goods and services rendered, which includes the cost, quantity, and taxes. You can also use them as a tool to collect payment.
Create an invoice
To create and send an invoice, complete the following steps:
In the Dashboard, click Create Invoice or press N. Whenever you exit the Invoice Editor, Stripe saves a draft.
Select Add new customer and enter the customer’s name. (You can optionally add an email address and additional details.) Click Save customer.
Select Add one-time item to create a single, one-time item. To save a product for future use, select Create new product.
Enter the Quantity and Price for your new item or product.
(Optional) Click Item taxes and coupons if you need to add a tax rate or coupon.
(Optional) Use the Memo box to provide more information to your customer. You can edit the memo on an invoice by clicking the Edit memo button in its details page.
Select one of the following invoice delivery options:
Automatically charge a payment method on file—Immediately charges the invoice amount to your customer’s payment method that you have on file.
Send invoice or payment page link manually—Provides a payment link for you to send to customers after you confirm the invoice.
Email invoice with link—Enables Stripe to send an email with a payment page and an invoice PDF.
Email invoice without link—Enables Stripe to send an invoice PDF only.
Click Review invoice and decide whether you want to include additional emails or continue editing. Send the invoice.
Modify an invoice
With the Dashboard, you can duplicate an invoice and modify the new copy. When you duplicate an invoice, Stripe copies all of the information on the original invoice except for credit notes, deleted (or archived) products, prices, coupons, discounts, and tax rates. If you made a mistake on an invoice you already created, duplicate it, make your corrections, and then send the new invoice. Remember to void the incorrect invoice as well.
To duplicate an invoice, view your invoices and click the overflow menu (•••) for the invoice you want to duplicate. Click Duplicate invoice to create, edit, and then send the new invoice.
Customize an invoice
Stripe creates receipts when a customer pays an invoice, or makes any subscription payment. We itemize the receipts for subscription and invoice payments to include line items, discounts, and taxes for the payment. To automatically send receipts, make sure that you enable the Successful payments option in your Email settings and that you also add the customer’s email.
After payment, the Hosted Invoice Page includes a link to a receipt that a customer can download for their own records. You can also manually send a receipt by clicking the Send receipt button in the Invoice details page. If you’d like to email yourself a test receipt, go to your Branding settings and hover over the email receipt to see the Send test receipt button. To learn more about email receipts, see Email receipts.