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How Invoicing Works

Jessica Powell Updated by Jessica Powell

Invoices are automatically created and paid within two hours after shipping each order.

Setup Stripe

Convictional uses Stripe to invoice orders. You can create or connect an existing Stripe account in Settings.

Click on "Connect Stripe" to be redirected to Stripe's sign-up page:

Once Stripe is connected, you will see this confirmed in the Settings tab.

Stripe will be able to collect payments on your behalf and deposit them into your bank account.

Once Stripe is connected, you will have completed the process of setting up auto-invoicing orders. The information below describes the process of invoicing and other related questions.

Invoicing Orders

After your Stripe account is activated and connected to your Convictional account, invoices will automatically be created for any orders that are marked as Shipped. Read more about order status here. Convictional creates invoices in batches once per hour.

Once a Stripe invoice is created, you will be able to view and download the invoice by logging in to your Stripe dashboard. Stripe will automatically charge the buyer for the total on the invoice. This usually happens one hour after the invoice is created. You will receive this payment in your Stripe account. You can also find a link to your invoice from Convictional's order page in the app.

Using this workflow, you will receive payment for orders within four hours after the order is marked shipped.

Accessing Invoices

You can access your Stripe invoices from within Convictional. Click on the specific order that you would like to review the invoice for. You'll then see information specific to that invoice:

A PDF version of the invoice can be downloaded on the "Invoice PDF" button.

Clicking the "hosted link" will redirect you to a screen with further details on the invoice.

Manual Invoicing

Sometimes you may want to manually trigger an invoice to be created. This can be done by going to the order page in the Convictional app, and clicking Invoice Order. This will create a Stripe invoice exactly as described above. Stripe will automatically charge this invoice after one hour. Orders must be marked as Shipped before they can be invoiced.

Failed Charges

Sometimes charges can fail to successfully process. The most frequent cause of this is a temporary card decline, which resolves within a week.

In order to troubleshoot a particular charge, login the Stripe Dashboard and navigate to Customers > Invoices. From there, you can retry payment and also see when Stripe has scheduled to automatically re-try to post your charge.

Clicking on the invoice itself will take you to an invoice-specific page where you can manually retry the charge:

Delayed Setup

If you have received orders before setting up your Stripe account, you will still be paid. Stripe will automatically generate past invoices once you have connected your account. However, it is recommended you connect your Stripe account when first signing up with Convictional.

Refunds

See this article on dealing with returns.

Regaining Access

Due to security reasons, Convictional is unable to provide access to lost or unknown Stripe accounts. In the event that you wish to regain access to your company's Stripe account, you will need to contact Stripe support either through the app, or via email directly here.

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