Invoice and Receipt
Every active subscription automatically generates an invoice that is immediately delivered to the customer via email. After a successful payment, the system automatically issues a receipt. Merchants can customize the appearance of invoices and receipts through System Preference.
Features & Benefits
📄 Automatic Invoice Generation
Every billing cycle generates an invoice automatically — no manual action is required from the merchant.
🎨 Customizable Branding
Tailor the look of invoices and receipts with your company logo, brand name, custom colors, and a preferred template layout.
💳 Auto-Debit Enrollment
Customers can enable auto-debit directly from the invoice page — future billing cycles are then charged automatically.
🧾 PDF Download
Customers and merchants can download invoices and receipts as PDF files for official record-keeping.
How It Works
Capability Details
Invoice contents:
Subscription ID
Unique subscription identifier
Invoice ID
Unique invoice identifier
Member ID
Unique customer identifier
Amount Due
Total amount payable
Due Date
Payment deadline
Bill to
Customer name, email, and phone number
Details table
Line items: plan name, quantity, price, discount, subtotal; tax row; and grand total
Status
Current payment status (e.g., Pending Payment)
Customer actions from the invoice:
Click Pay Now to complete payment manually
Toggle Enroll in Auto-debit to enable automatic payment for future cycles
Download PDF invoice
Auto-Debit payment flow:
Auto-Debit enabled
Customer inputs and validates card credentials. Future invoices are auto-charged on the due date
Auto-Debit disabled
Customer manually selects a payment method at each cycle
Auto-debit example: Gym monthly membership — customer enables it once and payments run automatically every month.
Receipt contents:
Subscription ID
Unique subscription identifier
Receipt ID
Unique receipt identifier
Member ID
Unique customer identifier
Amount Due
Total amount paid
Payment Date
Date the payment was completed
Payment Method
Method used (e.g., Virtual Account Bank Mandiri, Credit Card)
Bill to
Customer name, email, and phone number
Details table
Line items with applied coupon discounts, tax, and total paid
Status
Paid
Customer actions from the receipt:
Download PDF receipt as official proof of payment
How to access System Preference:
Log in to the merchant dashboard and open Subscription and Billing
Select the Subscription tab
Click System Preference
Open the Template Preference tab to begin customization
Template:
Choose from 4 standard layout templates that apply to all invoices and receipts.
Branding:
Brand Logo
Upload your company logo (appears on all PDFs and emails). Format: JPG, PNG. Min 10 KB, max 2 MB
Brand Name
The name displayed on all customer-facing documents
Brand Color
Primary brand color
Accent Color
Accent color for invoice UI elements
Content:
Footer
Custom footer message displayed at the bottom of invoices and receipts
Terms & Conditions
Business terms and conditions appended to all invoices
Signature
Upload an authorized signature image to appear on invoices
Signature upload requirements:
Allowed formats
JPG, JPEG, PNG
File size
10 KB – 1 MB
Signature name
Maximum 64 characters
✅ Configure branding once — all invoices and receipts sent to every customer will use the same consistent appearance.
Use Cases
Description A school wants monthly tuition invoices to look professional — with the school logo and a principal's signature.
Solution Configure System Preference with the school logo, brand name, and an authorized signature upload.
How It Works Set up System Preference → upload logo and signature → all automatically issued tuition invoices use the configured appearance.
Features Used System Preference, Branding, Signature
Description A gym wants members to avoid manual payment every month — a one-time setup so payments run automatically.
Solution When a member receives their first invoice, they enable Auto-debit. All subsequent cycles are automatically charged.
How It Works Member receives invoice → enables Auto-debit → validates card → subsequent months are auto-charged on the due date.
Features Used Invoice, Auto-debit Enrollment
Merchant & Customer Experience
Merchant View
Monitor all customer invoice statuses under Subscription and Billing → Bill
Customize invoice appearance under System Preference → Template Preference
Configure webhooks for real-time payment event notifications — Webhook
Customer View
Receives an invoice via email every cycle containing billing details and a payment link
Clicks the payment link to pay and optionally enables auto-debit
Receives a receipt via email after a successful payment
Can download PDF versions of both invoice and receipt directly from the email
Terms & Conditions
Invoices are generated and delivered automatically — no manual action is required from the merchant
The signature image uploaded in System Preference is for document verification purposes only, not a legally binding digital signature
Legally binding e-signature functionality will be available in a future release
FAQ
Can a merchant update the invoice appearance after subscriptions are running?
Yes. Changes made in System Preference apply to all invoices issued after the update is saved. Previously sent invoices are not affected.
Last updated
Was this helpful?