PayTabs provides you with multiple ways to create invoices. The below article provides you with the details of 6 invoicing options which vary between creating Single invoice/ multiple or bulk invoices,
Learn more about each method and choose the option that suits your business and saves you time.
Here are the different options to create invoices :
6-Invoicing via API integration
1-Create Invoice
This is the basic way of creating invoices via the Dashboard > "Invoices" Tab > "Add invoice" :
Refer to the below article for full details: How to manage Invoices on the PayTabs Dashboard?
2-Template Invoice
While creating invoices via the Invoices Tab, you can choose the invoice type, either Standard or Template
Template Invoices will generate a link, that can be shared with your customer via any source(message/WhatsApp/email, copy/paste), and the same link will remain open to re-use anytime.
-you can also control the expiration date while making the template.
The payments done through the Template mode will be tagged as API(Type).
3-Duplicate existing invoice
You can simply open any Invoice and click on Duplicate so you can create a similar invoice including the same details including the Customer's details
Step 1:Choose the desired invoice from the existing invoices list to duplicate.
Note: Do not duplicate any canceled or expired invoice as it will be created with the same status ( Cancelled/ expired).
Step 2: Click on the Duplicate button.
Step 3: you can find the new invoice created with the same exact details, open the new invoice to share with your customer.
4-Bulk invoicing
Bulk invoicing is an ideal feature that enables you to send many invoices to multiple customers at one time. using an Excel sheet filled with the required information.
Get to know how to use bulk invoicing via this detailed article: How to handle bulk invoices?5-Repeat Billing
Repeat billing is a feature that allows merchants to send repeated payable invoices to their customers at predefined intervals (weekly, monthly, or annually) for subscriptions products, or services.
However, this is not a replacement for Recurring payments as repeat billing doesn't deduct the payment directly from the customer's card.
Get to know how to use Repeat Billing via this detailed article: How to create Repeat Billing/Invoices? 6-Invoicing via API integration
PayTabs provides you with a collection of API endpoints which used to process all payments, regardless of whether they are through either your own payment pages, the managed payment pages, or if you are using the hosted payment pages.
Get to know more about Invoices APIs via this detailed article: The Invoices APIs Integration Manual