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Best practices for manual invoicing in Stripe

Support
Updated

Introduction

Now that you've integrated Anrok & Stripe  and configured your Stripe account , you are ready to start adding tax to your invoices. When creating and editing invoices, there are a few things you'll need to make sure are selected to ensure that your invoices can be ingested by Anrok . To set you up for success, we've provided the following workflow for you to use.

lnYsF_9DfYAt4KwfRknVkr7xhKmtkC3ZW6u0WbeCF9pzJTsweTV4xQtqI7SgnBv2jq9iGSqEw5-ntwvITt19yD5LaFdamX9614jh1-sbFi7ElsvX9ShrWRZEE6uj.png Note: The first invoice you create in Stripe will not have sales tax applied by Anrok. If this will be a big limitation for you, please reach out to support@anrok.com for more information.

 

Before you begin, click here to take a look at what Anrok looks for when calculating tax on a Stripe invoice 

Checklist

Below is a checklist of what Anrok looks for when you send an invoice. In order to ensure tax is calculated and applied as expected, make sure the following information is included on all of your invoices.

  1. Customer's address — Providing the customer's complete address is essential for Anrok to determine what jurisdiction your customer is located in. Since taxability in a jurisdiction can differ by zip code, city, state, and country, we suggest being as detailed as possible when inputting your customer's address information.
  2. Payment collection/Bill starting date — Selecting an issue and due date allows Anrok to determine whether the invoice is dated before or after your tax collection date within a given jurisdiction. It allows Anrok to determine which return to include the transaction within for filing.
  3. Products set as tax exclusive — Since tax rates can fluctuate, Anrok can only add tax on products that have a set base price. Anrok does not support tax inclusive pricing and we require all products to be tax exclusive.
  4. Automatic tax calculation turned off — Stripe's automatic tax calculation will block Anrok’s tax calculation from appearing on your invoice. It’s important to make sure automatic tax calculation has been turned off on your Stripe account.
  5. No default tax rates — Default tax rates on your products will block Anrok’s tax calculation from appearing on your invoice. Therefore, it’s required for you to archive any custom tax rates present on your Stripe products.

 

 

Workflow for manually creating and editing invoices

Try creating a new invoice in the demo above ☝️

  1. In the Stripe app CleanShot 2023-07-19 at 13.03.46@2x.png, go to a new or existing invoice.
  2. Under Customer, add a new or existing customer.
  3. If needed, click the options menu button  stripe_options_button.png  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 stripe_dropdown_button.png, then select a product. Next, make sure the following is true:
    • A default tax rate is not selected.
    • Include tax in price is not selected  stripe_empty_checkbox.png.
    • Automatic tax calculation is toggled off  stripe_toggle.png.
  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.
  8. Allow Stripe 1 hour to finalize the invoice before sending it to the customer.

 

 

Now that your Anrok & Stripe integration is complete, feel free to explore our Stripe FAQ  or reach out to us directly at support@anrok.com if you need any extra support or guidance.

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