Best practices for manual 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.
   • Include tax in price is not selected  .
   • Automatic tax calculation is toggled off  .
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. Wait a few moments for Anrok to add tax (refresh the page if necessary)
8. When you are finished, click Review invoice.

Manually create and edit a subscription

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

Try creating a new subscription in the demo above ☝️

1. In the Stripe app , create or update a subscription. Take me there!
2. Under Customer, add a new or existing customer.
3. If needed, click the options menu button    next to the customer, then click View or update details to edit the customer's address with the following information:
   • Zip code
   • City
   • State
   • Country code
4. Under Pricing, select a product.
5. Next, make sure the following is true:
   
   • Collect tax automatically is off  .
   • A default tax rate is not selected.
   • A tax rate is not applied to any subscription product.
6. Under Subscription settings, select “Email invoice to the customer to pay manually”. This forces Stripe to create the first recurring invoice in a draft state allowing Anrok to add tax.
7. When you are finished, click Create subscription.
8. Navigate to the invoice that was created.
9. Select the draft invoice from your Stripe subscription. Tax should already be applied to this draft invoice if you are registered for tax in the customer jurisdiction.
10. Select Charge customer, then choose a Payment method and click Charge customer to finalize the invoice payment.
11. Navigate back to Subscriptions.
12. Select the subscription to update, then click Actions > Update subscription.
13. Select Automatically charge a payment method on file, then click Update subscription.