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StartupBuilderby Startups.Studio
Systems
Changelog
FinanceMore on payments and books

Invoicing

Invoicing bills a Customer with a numbered Invoice, payment terms and a hosted payment page, then collects, reminds or voids it.

Invoicing bills a Customer with a numbered Invoice, then collects it by charging a saved card or by waiting for a bank transfer on terms. Refunds and voids correct an Invoice; nothing deletes one.

Contract

StatusWhat it meansMoved by
draftLines still change, and nothing is owed.Subscription.renew drafts each period’s Invoice
openNumbered, frozen and presented to the Customer.Invoice.bill
paidCollected, with Invoice.paidAt set.Invoice.collect
voidCanceled unpaid, and kept forever.Invoice.void

Invoice.collection sets how an Invoice is paid.

Howchargesend
SuitsBuyers who pay by cardBuyers on terms, whose Invoice.purchaseOrder must print on it
DueOn issueInvoice.terms days after issue, such as 30
Paid byInvoice.collect charging the default Payment SourceA bank transfer into the Startup’s Stripe balance, or a card on Invoice.payUrl
When unpaidDunning retries on its scheduleInvoice reminders write a week before due and the day after, with no retry
Paid whenThe charge succeedsThe transfer reconciles and Invoice.collected fires
RuleDetail
NumberInvoice.number runs in sequence per Startup and is never reused, voided Invoices included.
LinesInvoice.lines freezes at Invoice.bill. A correction voids and bills again, or refunds part of a paid Invoice.
Purchase orderInvoice.purchaseOrder prints on the Invoice; an accepted Quote carries it in Quote.paymentTerms.
ReceiptInvoice.pdf names the seller of record and lives on the Startup’s own Domain.
TaxStripe Tax computes it at Invoice.bill from Customer.billingAddress and Customer.taxIds.
CreditsCreditGrant.apply pays metered lines from Credit Grants as the Invoice finalizes.
RefundInvoice.refund returns all, part, or the unused share of the Period to the original payment, never to a balance.
Refund gatesInvoice.refund waits its delay window and refuses while a Dispute is open. Above the Billing Specialist’s Limit, it opens an Approval for the Finance Lead.

Verbs

VerbObjectEvent
Invoice.billInvoiceInvoice.billed
Invoice.collectInvoiceInvoice.collected
Invoice.voidInvoiceInvoice.voided
Invoice.refundInvoiceInvoice.refunded

Interfaces

Example

TypeScript
import { $ } from 'startup-builder'

// ledgerlark.com renews a firm's $6,000 annual plan. The firm's accepted Quote set send collection,
// net-30 terms and purchase order PO-88412, so the renewal drafted invoice_1 with all three.
await $.Invoice.bill({ invoice: 'invoice_1' })

// The firm asks to bill its second entity. Void the first and bill the corrected draft; both stay on record.
await $.Invoice.void({ invoice: 'invoice_1', reason: 'Billed to the wrong entity.' })
await $.Invoice.update({ id: 'invoice_2', collection: 'send', terms: 30, purchaseOrder: 'PO-88412' })
await $.Invoice.bill({ invoice: 'invoice_2' })

// Day 27: the bank transfer reconciles in the Stripe balance, and Invoice.collected fires.
const invoices = await $.Invoice.list({ where: "status = 'paid'" })

// Month 3: the firm drops its $1,000 reporting add-on. Refund the 9 unused months to the original payment.
await $.Invoice.refund({ invoice: 'invoice_2', amount: { amount: 750, currency: 'USD' }, reason: 'Reporting add-on removed after month 3.' })

Recurring billing

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Billing portal

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