Best practices for invoicing in Stripe

Introduction

Now that you've integrated Anrok & Stripe and configured your Stripe account, you can start adding tax to your invoices. When creating and editing invoices, there are a few things you'll need to do to ensure Anrok can calculate tax.

Manually create and edit an invoice

Here is our recommended workflow for manually creating and editing invoices in Stripe. These tips can help ensure tax is reflected correctly within Anrok and in your billing system.

Try creating a new invoice in the demo above ☝️

1. In the Stripe app , go to a new or existing invoice.
2. Under Customer, add a new or existing customer.
3. If needed, click the options menu button    next to the customer, then click Add additional details to edit the customer's address with the following information:
   • Zip code
   • City
   • State
   • Country code
4. Under Items, click the drop-down , then select a product. Next, make sure the following is true:
   • A default tax rate is not selected.
   • Automatic tax calculation is toggled on.
5. Under Payment collection, select a due date.
6. Under Delivery, select one of the following:
   • Email invoice to customer.
   • Do not email customer. 
7. When you are finished, click Review invoice.