How Invoices Work
Create Invoices, send them to customers to receive payments and perform other actions.
The following steps indicate the workflow of an Invoice:
by providing all the required details. You can set an expiry date and enable partial payments.
Save the invoice. The invoice is in draft status. Know more about
Handy Tips
- You can , , or of an invoice in
draftstatus. - Invoice APIs:
to a customer via email and/or sms. The customer receives a notification by email or sms with a payment link using which the customer can pay using one of the available payment methods.
Customer clicks the payment link and tries to make the payment.
- The customer chooses the mode of payment: Pay Online or Pay via Bank Transfer
Customer makes a successful payment. The invoice is marked as paid. You receive a notification about the payment.
Handy Tips
After the payment is captured, the amount is settled to your account as per the settlement schedule. Know more about
.- Notifications
You receive notifications regarding activity on invoices via SMS, emails and webhook. Know more about . - Track Payments
Track payments made against the issued invoices on . Click Invoices from the left menu. All the invoices are listed with their status under Invoices. - Reports
Detailed insights can be gained using reports and real-time data on the Dashboard. These reports can then be used for accounting and reconciliation purposes. Know more about .
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