![]() Sending an invoice to a customer-After you create the customer, you can send them an invoice. Here are some of the common tasks you can perform with the Customer resource: To learn more about using tax_exempt and reverse, see Tax Rates. ![]() You can also flag the customer as being tax exempt by setting the status to exempt. However, you can set the tax_exempt parameter to reverse for customers that must pay the invoice’s tax. By default, a customer’s tax_exempt status is set to none-meaning it’s a taxable billing entity. ![]() The tax exemption status indicates whether the entity is taxable. Tax IDs provide a way to store and render one or more tax ID numbers on invoices. It’s your responsibility to make sure your customer’s invoices contain all of the correct information, such as tax IDs, tax exemption status, and addresses. To meet tax jurisdiction requirements, you might need to include customer tax ID numbers and other tax-related information on your invoices. If you need to bill a single entity with multiple currencies, create a new customer for each currency.Īll invoicing-related resources are associated with the billed customer. You can see this locked state in the Dashboard in a disabled Currency dropdown. Customers are single-currency, which means that after you assign a currency, invoice the customer, or set a customer credit balance, you can’t change the currency. A customer can have multiple ways to make a payment, including the Payment Methods API and Customer credit balance. Stripe uses the payment details associated with a customer to collect payment. For physical good delivery, add a shipping address. Use the address attributes to set a billing address for invoicing and credit notes. We recommend storing Stripe customer IDs against the internal customer model of your application. This allows you to search for the customer using your internal reference ID. To aid in auditing and support, store your internal customer ID as a key-value pair on the Customer resource. Like most Stripe resources, the Customer resource includes a Metadata object hash to flexibly store contextual key-value information. Store the internal customer ID for your application in the metadata attribute. Stripe also uses email addresses to notify customers when they need to perform an action to complete a payment. Stripe uses your customer’s email address to notify them of payment failures. Metadata with a reference to your application’s internal customer ID.To create a minimal customer profile, set these properties: Use a basic customer profile for invoice and receipt generation or as a lightweight customer relationship management system (CRM) for your application. You can also click into the customer’s details page and select Actions > Delete customer. To delete a customer, complete these steps:įind the customer you want to delete on the Customers page.Ĭlick the checkbox next to your customer’s name followed by Delete. Make your changes to the customer profile. In the account information page, select Actions > Edit information. To edit a customer’s profile, complete these steps:įind the customer you want to modify and click the name on the Customers page. Verify that the customer doesn’t already exist.Ĭlick Add customer, or press N, on the Customers page.Īt a minimum, enter your customer’s Name and Account email. To create a customer, complete these steps: You can also perform these actions on the Customers page: You can also set a customer’s preferred language, currency, and other important details. When you create a new customer, you can set their account and billing information, such as Email, Name, and Country. You can also create a customer in the Dashboard during invoice creation.
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