Enable Revenue Recognition in the Stripe Dashboard under Billing settings; this automatically generates default rules for common Stripe objects (invoices, subscriptions, charges).
Create custom rules via the Stripe Dashboard (Revenue Recognition > Rules) to handle exceptions such as marking invoice line items as tax or fees, amortizing revenue over a custom period, or excluding specific customer segments; rules are applied to reports within 24 hours and show status 'active' once processed.
Optionally use the Performance Obligations API (POST to the fulfillment events endpoint at docs.stripe.com/revenue-recognition/performance-obligations-api) to record fulfillment milestones for non-ratable obligations, passing target[type], period[start], amount, and currency.
Trigger a report run via the Reports API (POST /v1/reporting/report_runs) with report_type set to one of the six supported Revenue Recognition report types and parameters for interval_start and interval_end.
Poll the ReportRun object until status is 'succeeded', then download the CSV result from the result.url field.
Ingest the CSV into your data warehouse, reconciling recognized_amount columns against GL deferred and earned revenue accounts by period.
Known gotchas
Rules that have been applied to past periods are not retroactively re-applied unless you explicitly re-run recognition; test new rules in a sandbox account before enabling in production to avoid unexpected catch-up adjustments.
The Performance Obligations API defaults to recognizing revenue over one year if no fulfillment events are ever sent; ensure your integration sends events promptly for milestone-based obligations.
Report CSV column availability depends on the specific report type; include the optional 'columns' parameter in your report run request to control output and avoid importing unnecessary fields.
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