Streamline Your Finances with the Stripe Invoice Template for Accounting

Stripe invoice template for Accounting

in this video I'm going to show you how to create a invoice with stripe so first you want to come to the stripe website and create an account if you haven't already you may need to sign in at the top now once you're at your stripe dashboard what you want to do is come to the top right where you see the create button it should be a purple circle go ahead and tap on that and click on where it says invoice this is going to bring us to the invoice creation page so I'm going to walk you through each step that you need to do in order to successfully create an invoice so first we want to start with the customer this is going to be the uh customer name so for this example I'm just going to say John do as an example then I'm going to click on where it says add John do then we're going to need to add in their email so I'm just going to write in a random email like so and to click on where it says save now we can see their details successfully right here and you can also see it updated in the build to section on the right hand side so next we need to choose the currency so for me I live in the US this is going to be US dollar for the items this is going to be the items or products that's taking place in this invoice so if you already have an item you can add it under this under this uh drop down but I don't have an item so I'm going to add a onetime item like so and I'm just going to title this item you can enter the quantity so the amount of items that you uh want to put in this invoice and you can also list the price as well I'll just put a dollar like so and I'm going to click on where it says save so now we can see the item is updated inside of the invoice we can see the quantity unit price and amount we can also see the total amount due at the bottom so if we go ahead and add another item which we could do like we can click add item we can say item two click add item two as one time item and then let's say we want to make the price three we can go ahead and do that click on where it says save and now it should show up yep right under the uh original item we created and we can see that we set it to $3 and now we can see that the total amount due is four now you do have the option to collect tax automatically if you want to do that you can also add tax manually as well and under the payment collection this is where we can either allow them to pay on a specific date or we can automatically charge the customer by entering their uh card number into uh the input here but we're going to go ahead and select the request payment and we're going to set to be due in 7even days just as an example and now you can see at the top that the date due is set to October 19th 2024 which is 7 days from now so that is all good to go under the delivery we can select email invoice to customer or do not email customer so you can choose whether or not they receive a copy in their email uh you also can choose The Branding settings if you want to add branding to your invoice as well and you also have other additional options as well like a template if you want a memo footer uh custom fields or like a tax ID and you can also choose the invoice uh page size as well now if you're all ready to go you can click on where it says send invoice at the top right and that's going to automatically send that invoice to the email that you provided up at the top so that is how you can create an invoice in stripe if this video helped you guys out please leave a like but that's going to do it for this video thank you so much for watching and I hope this helped you out