How to Create an Stand Alone Invoice in Stripe and Mark it Paid in TCS

You can create and send invoices directly from Stripe by opening the customer’s Stripe profile, adding line items, selecting payment collection options, and then marking the payment as paid inside TCS if needed.

Step 1. Open the customer’s Stripe profile

• Open the job inside TCS
• Click Stripe Profile
• Confirm whether a card is already saved under Payment Methods

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Step 2. Create the invoice

• Click Create Invoice
• Select Add Line Item
• Enter the service description (example: Monthly Cleaning)
• Enter the invoice amount
• Click Save

If sales tax is enabled, Stripe will calculate it automatically.

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Step 3. Update customer address if needed
If Stripe requests address information for sales tax:

• Click the 3 dots next to the customer name
• Select Edit Customer Information
• Add:
  • Country
  • State
  • Zip Code

City is not required for sales tax calculations.

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Step 4. Choose how the invoice will be paid

If a card is saved:

• Select Auto Charge
• Choose the saved card
• Click Charge Customer

If no card is saved:

• Select Request Payment
• Choose a due date
• Review invoice preview
• Send invoice to customer

Stripe will email the invoice directly to the customer.

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Step 5. Mark the payment correctly in TCS

• Return to TCS
• Open the job/payment page
• Locate the invoice/job
• Mark the payment as Paid in Stripe if needed

This keeps TCS and Stripe records accurate.

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Notes

• Stripe invoice emails come from Stripe, not TCS
• Sales tax requires customer address information
• Auto Charge only works if a payment method is already saved
• Always confirm the invoice status updates correctly in TCS