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How do I set up my products in Stripe to use the Automated Revenue Recognition features in Puzzle?
How do I set up my products in Stripe to use the Automated Revenue Recognition features in Puzzle?

How to set up your Stripe account and Stripe product to use Puzzle's Automated Revenue Recognition.

Luke Frye avatar
Written by Luke Frye
Updated over a year ago

In your Stripe account, make sure all Subscription billings are set up as:

  • Subscription invoice in Stripe, or

  • Invoice with a service duration period. Automated Revenue Recognition features will not be available for Stripe invoice items that do not have a service period.

How to set up a Stripe subscription product

1. Log into Stripe dashboard.

2. Select Billing.

3. Select Subscriptions.

4. Select Choose your pricing model > Create pricing > to get to Add a Product. Do not select usage-based pricing.

5. Create a Subscription under Product information.

  • Do not select “Usage is metered.”

  • Make sure pricing is set as Recurring (Monthly, Quarterly, Annually, etc).

6. Double-check that the service duration for the product is accurate.

7. Click Save Product.

How to set up a Stripe invoice with a service duration period

  1. Log into the Stripe dashboard.

  2. Select Billing.

  3. Select Invoices.

4. Click Create Invoice.

5. Enter Customer.

6. In Items, select a Subscription Product and enter the price.

7. In Supply Date, select the date range for the duration of the invoice.

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