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Step 1: Create an Invoice

Create 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 invoice states.
Handy Tips

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Step 2: Issue an Invoice

Issue an invoice 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.
Handy TipsUse the Issue an Invoice API.

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Step 3: Receive Payments

Customer clicks the payment link and tries to make the payment.
  • If partial payments payments was enabled, the customer chooses the amount to be paid.
  • 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 or partially paid. You receive a notification about the payment.
Handy TipsAfter the payment is captured, the amount is settled to your account as per the settlement schedule. Know more about payments, settlements, refunds and disputes.

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Step 4: Track Invoices and Reports

  • Notifications
You receive notifications regarding activity on invoices via SMS, emails and webhook. Know more about subscribing to Webhooks.
  • Track Payments
Track payments made against the issued invoices on Dashboard. 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 reports.