Use Stripe Revenue Recognition: configure rules and pull recognition reports

In-depth guide

Steps

1. Enable Revenue Recognition in the Stripe Dashboard under Billing settings; this automatically generates default rules for common Stripe objects (invoices, subscriptions, charges).
2. 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.
3. 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.
4. 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.
5. Poll the ReportRun object until status is 'succeeded', then download the CSV result from the result.url field.
6. Ingest the CSV into your data warehouse, reconciling recognized_amount columns against GL deferred and earned revenue accounts by period.