Invoices

Invoices let you send itemized bills to specific recipients. Each invoice generates a checkout page behind the scenes, so buyers pay through the same secure flow used by standalone checkout pages.

Creating an Invoice

Navigate to Invoices in the dashboard sidebar, then click Create Invoice.

Setting Up the Invoice

1. Select a Checkout Page — Choose which checkout page to associate the invoice with. The wallet linked to that checkout page will receive the payment.

2. Add Line Items — Each line item has:

   • Description — What the item or service is (e.g., "Monthly API access")
   • Quantity — How many units
   • Unit Price (USD) — Price per unit

   You can add multiple line items. The subtotal is calculated automatically.

3. Tax (optional) — Add a flat tax amount in USD if applicable.

4. Recipient Details:

   • Recipient Name — The person or company being billed
   • Recipient Email — Where the invoice will be sent

5. Due Date (optional) — Set a payment deadline.

6. Notes (optional) — Add any additional information for the recipient.

Totals

The invoice automatically calculates:

• Subtotal — Sum of all line items (quantity × unit price)
• Tax — The tax amount you entered
• Total — Subtotal + Tax

Sending an Invoice

After creating an invoice, it starts in Draft status. To send it:

1. Open the invoice detail page by clicking on it in the invoice list
2. Click Send Invoice
3. The recipient receives an email with the invoice details and a payment link

The invoice status changes to Sent after sending.

Invoice Statuses

Managing Invoices

Viewing All Invoices

The Invoices page shows a table of all your invoices with:

• Date — When the invoice was created
• Reference Number — A unique identifier (e.g., INV-001)
• Recipient — Name or email of the billed party
• Product — Summary of line items
• Amount — Total amount due
• Due Date — Payment deadline (if set)
• Status — Current invoice status

Filtering

Use the filters at the top of the page to narrow your view:

• Status — Show only drafts, sent, paid, or cancelled invoices
• Date Range — Filter by creation date (From / To)

Invoice Detail Page

Click any invoice row to open its detail page, where you can:

• View the full invoice with all line items
• Copy the payment link
• Send (or re-send) the invoice via email
• Cancel the invoice

Cancelling an Invoice

On the invoice detail page, click Cancel Invoice to void it. This prevents the recipient from making a payment. Cancelled invoices remain in your list for record-keeping.

Next Steps

• Checkout Pages — The payment pages behind every invoice
• Sales Tracking — Track when invoices get paid
• Shop — Set up your business details for invoices