Invoices

An Invoice is a statement of the amount owed by a customer. Invoices can be generated periodically from Subscriptions or can be created as a one-off Invoice. A Stripe Invoice is represented as an Invoice object.

There are two record types on the Invoice object:

• Invoice: Generated by checkouts. Not every field of an Invoice is mapped to Stripe Invoices and Invoices can work independently from Stripe Invoices.
• Stripe Invoice: Set on all records flowing in from Stripe Billing. Every field on this record type is mapped to a Stripe Invoice.

Stripe Invoice fields that are mapped to an Invoice:

• Name
• Customer (Mandatory)
• Subscription
• Stripe Coupon
• Stripe Invoice Id
• Stripe Hosted Invoice Link
• Currency
• Bill To Street
• Bill To Street 2
• Bill To City
• Bill To State
• Bill To Country
• Bill To Postal Code
• Ship To Street
• Ship To Street 2
• Ship To City
• Ship To State
• Ship To Country
• Ship To Postal Code

Automatically Generated Invoices

When a customer is charged successfully, an Stripe Invoice is generated in Stripe, and the Stripe Invoice is synced to Salesforce through a webhook.

Create a One-off Invoice

You can create an individual Stripe Invoice for a customer. To do this, check the Push To Stripe checkbox on the Stripe Invoice record.

The following fields are required:

• Customer
• Currency
• At least one Line Item with the Description and the Unit Price and Quantity fields populated.

Line Items

You need to add a Line Item before pushing the Invoice to Stripe. Depending on the record type of the Invoice, the Line Items inherit one of the below two record types -

• Line Item (Used for all non-Stripe Line Items for Invoice)
• Stripe Line Item (Used with the Stripe Invoice)

The Line Item needs to be populated with either a Unit Price and Quantity OR a Price and Product before the Invoice is pushed to Stripe.

Update Line Items

You can update existing Line Items when the Invoice Status = "Draft". This will trigger updates to the Stripe Invoice.

Log Partial Payment for Invoices as Non-Gateway Before the Due Date

For logging a partial payment as Non-Gateway (example - received via check) against an Invoice in Stripe, you can utilize the customer's Account Balance field in Salesforce. Before the Invoice is due, Stripe will automatically apply the balance amount from the customer's account balance. Webhooks will update the remaining balance on the customer record and a Transaction will be logged in Salesforce once the Invoice is paid completely.

Process Flow

1. Navigate to the Payment Gateway Customer object in Setup and drag the Account Balance field on to the page layout.

2. Set the field value with the paid Invoice amount.
   

3. You will see the balance amount reflected in your Stripe dashboard.
   

4. Check the Stripe Invoice to see the applied amount.
   

5. Once the Invoice is paid, a Transaction will be created and logged against the Invoice in Salesforce.
   

Mapping of Stripe Invoice Status to Invoice Status

There is a mapping between the Stripe Invoice statuses and the Invoice statuses:

Invoice Validations Before Syncing with Stripe