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Deferred revenue schedule
Turn exported Stripe invoices and line items into a deferred revenue schedule. Spread each charge over its service months and see what remains deferred at each month end.
Someone typed
“from stripe invoices and line items, spread annual and multi-month charges over service months and show each month-end deferred balance, with a status column: Agrees when it matches, Still deferred for rows still sitting ahead of service”
The agent read it as
from Stripe invoices and Stripe invoice line items, spread annual and multi-month charges over service months and show each month-end deferred balance, with a status column: Agrees when it matches, Still deferred for rows still sitting ahead of service
What the agent built
2 steps, each one an ordinary Mammoth step you can open and change.
File
Stripe invoices
CSV export · 12 rows
File
Stripe invoice line items
CSV export · 12 rows
Join
Add invoice details
12 of 12 paired
Step
Build monthly balances
Step 2
Result
Deferred balance schedule
82 rows · 4 flagged
Schedule
Runs when you say
Proposed
- FileStripe invoicesCSV export · 12 rows
- FileStripe invoice line itemsCSV export · 12 rows
- JoinAdd invoice details12 of 12 paired
- StepBuild monthly balancesStep 2
- ResultDeferred balance schedule82 rows · 4 flagged
- ScheduleRuns when you sayProposed
Checked on the sample files: every step ran, 82 rows came out, and the join paired 12 of 12 rows.
- Download Stripe invoices sample (12 rows)Stripe: Billing > Invoices > Export
- Download Stripe invoice line items sample (12 rows)Stripe: Billing > Invoices > Select invoice > Export line items
What you get back
The result of that run, the rows to look at first.
Deferred balance scheduleSample data82 rows
78 agrees4 still deferred
| Invoice number | Customer name | Line description | Service start | Service end | Month end | Deferred balance | Status |
|---|---|---|---|---|---|---|---|
| INV-1002 | Morrow Field Labs | Six-month analytics plan | 2026-09-01 | 2027-02-28 | 2026-08-31 | 6,000 | Still deferred |
| INV-1004 | Hearthwire Studio | Six-month studio plan | 2026-10-01 | 2027-03-31 | 2026-09-30 | 7,200 | Still deferred |
| INV-1005 | Cinder Bay Group | Quarterly operations bundle | 2026-10-01 | 2026-12-31 | 2026-09-30 | 2,100 | Still deferred |
| INV-1007 | Pine Street Works | Six-month field service plan | 2026-11-01 | 2027-04-30 | 2026-10-31 | 5,400 | Still deferred |
| INV-1001 | Northstar Atelier | Annual platform subscription | 2026-08-01 | 2027-07-31 | 2026-08-31 | 11,000 | Agrees |
| INV-1001 | Northstar Atelier | Annual platform subscription | 2026-08-01 | 2027-07-31 | 2026-09-30 | 10,000 | Agrees |
| INV-1001 | Northstar Atelier | Annual platform subscription | 2026-08-01 | 2027-07-31 | 2026-10-31 | 9,000 | Agrees |
| INV-1001 | Northstar Atelier | Annual platform subscription | 2026-08-01 | 2027-07-31 | 2026-11-30 | 8,000 | Agrees |
| INV-1001 | Northstar Atelier | Annual platform subscription | 2026-08-01 | 2027-07-31 | 2026-12-31 | 7,000 | Agrees |
| INV-1001 | Northstar Atelier | Annual platform subscription | 2026-08-01 | 2027-07-31 | 2027-01-31 | 6,000 | Agrees |
| INV-1001 | Northstar Atelier | Annual platform subscription | 2026-08-01 | 2027-07-31 | 2027-02-28 | 5,000 | Agrees |
| INV-1001 | Northstar Atelier | Annual platform subscription | 2026-08-01 | 2027-07-31 | 2027-03-31 | 4,000 | Agrees |
How do you build a deferred revenue schedule from Stripe exports?
Export your Stripe invoices and invoice line items, then load them into the workflow. It spreads annual and multi-month charges across the service months and calculates the deferred balance at each month end, with a status for each row.
How it works
How to use the Deferred balance schedule workflow
- 1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
- 2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
- 3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.
Deferred balance schedule: questions
What export should you use?
Use exported invoice data and invoice line items from Stripe. The workflow needs the invoice header details and the line level service dates or billing period to spread revenue correctly.
What happens to rows that do not match?
Rows that do not fit the rules are left with a status that shows they still need attention. You can review them, fix the source data, or adjust the rules and run the workflow again.
How do you change the rules?
Edit the rules in plain words, such as which charges to spread, how many service months to use, and what counts as a match. Then rerun the workflow on the same exported files.
Get early access to this workflow
It will open already built and checked on the sample files. Swap in your own exports and see your result.
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