Billing & Invoices
Paisr provides a full-stack billing system that's designed to simplify your workflows end-to-end. Whether you're billing one-time or recurring customers, Paisr helps you manage the full billing lifecycle from issuing, to payment collection and settlement.
Invoices are personalized, support multiple currencies, and integrate seamlessly with your customer records for efficient tracking and reporting.
Prerequisited
Before you start billing customers, please make sure your profile meets the following conditions:
- Your business profile must be in a pending, verified, or limited verification state.
- A default Wallet must be set up and active for receiving payouts.
If your buiness fails to meet these conditions, Payouts will be delayed and payments will stay in a processing state untill your profile meets the requirements for receiving payouts.
How it works
Each invoice is unique and can include up to 500 line-items. Once issued, customers can pay the invoice via a secure checkout link or custom integration.
You can generate and manage invoices directly from the Billing section in your Dashboard, or programmatically using the Invoices API.
Create Invoice
Navigate to Billing > Invoices and click on Create to create a new invoice.
Edit Invoice Details
Add a description on what the invoice is about, set the due date, select the customer and currency.
Add Line Items
Add atleast 1 line item to the invoice. Each line item has a description, unit price and quantity. The unit price must be atleast 0.01, and quantity atleast 1.
Confirm Details
Once you're done adding line items, click on Create to generate the invoice.
Paying an Invoice
Next step is to receive payment for the invoice. This can easily be done by sharing the checkout url with the customer to complete their payment.
You can also send it to them via email directly from your Dashboard.
Invoice Lifecycle
Understanding the invoice lifecycle helps you track the current state of a invoice.
Invoices linked to subscriptions inherit lifecycle rules based on the subscription's status. This ensures automated billing cycles are handled gracefully.
Below is an overview of how an invoice moves through its lifecycle in Paisr:
Modifying Invoices
Invoices in Paisr can be updated or deleted, but only under specific conditions to ensure billing integrity and compliance with payment workflows.
-
Editable States
You can modify an invoice only if it is in one of the following states:
draft- Invoices in draft mode are fully editable.unpaid- Invoices that have been issued but not yet paid can also be updated.
-
Invoices Linked to Subscriptions
Invoices that are automatically generated by a subscription follow a stricter rule:
- These invoices cannot be directly modified or deleted.
- To remove such an invoice, you must first delete the associated subscription. Once deleted, all invoices generated by that subscription will automatically be deleted.
Once an invoice is marked as paid or void, it becomes locked and can no
longer be altered or removed. This ensures the integrity of your financial
records.