How to Create a Subscription and Invoice a Customer in Stripe

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Author

Andrea Bailey

Created with Tango by:

Last Updated:

May 18, 2023

Software

Use case

For Sales-led deals where we are creating a Subscription on the customer's behalf.

Creating a Subscription automatically creates the first Invoice.

❗To successfully complete the Invoice section, you'll need the customer's Billing address and email.

1. Go to Customers – Tango – Stripe

2. Click on Add customer

Make sure the customer does not already have a Pro account elsewhere.

Click on Add customer

3. Type Account name

Type Account name

4. Type Account email into input

The Account email is the user who will be auto-upgraded and designated as admin as soon as the invoice is paid.

Type Account email into input

5. Type [Customer Name]

Type [Customer Name]

6. Double check whether the billing email is Same as account email - often it's not for invoiced accounts.

Double check whether the billing email is Same as account email - often it's not for invoiced accounts.

7. In order to get the billing address fields to show up, you must select a country

In order to get the billing address fields to show up, you must select a country

8. Enter Address into input

Enter Address into input

9. Confirm whether billing address is same as shipping, if not, enter the shipping address

Billing = who is being charged

Shipping = who is receiving product access

Confirm whether billing address is same as shipping, if not, enter the shipping address

10. Click on Add customer

Click on Add customer

11. You'll be taken to the Customers Page - Click on the Customer Name (should be at the top)

You'll be taken to the Customers Page - Click on the Customer Name (should be at the top)

12. Click on Actions

Click on Actions

13. Select "Create subscription"

Select "Create subscription"

14. Select the Correct Tango Product, Enter number of seats being purchased

If the Tango Product + Price doesn't exist already, it may need to be created (!)

Select the Correct Tango Product, Enter number of seats being purchased

15. Click on Email invoice to the customer to pay manually

Click on Email invoice to the customer to pay manually

16. If a PO number is required, Click on "Add custom field"

(Required for SHI Invoices!)

If a PO number is required, Click on "Add custom field"

17. Type "PO Number" and add provided PO number

Type "PO Number" and add provided PO number

18. Click on Start subscription

Click on Start subscription

19. You'll see a dialog box confirming

You'll see a dialog box confirming

20. The invoice will be in a draft status for one hour and then will be sent to the customer.

Optional: Click into to it to finalize and send the invoice immediately

The invoice will be in a draft status for one hour and then will be sent to the customer.

21. Click on Send invoice

Click on Send invoice

22. Send to will automatically populate, cc anyone else as appropriate

Send to will automatically populate, cc anyone else as appropriate

23. Click on Send invoice to send the invoice immediately and start the subscription!

Click on Send invoice to send the invoice immediately and start the subscription!

24. Now you'll need to Tie the subscription to the workspace

Lookup the user in Retool to find their Workspace
Tie their Retool Metadata to the billing profile to make sure the Workspace gets upgraded (this Workflow)

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