Invoice Generation
The Invoice Generation feature in Dodo Payments simplifies the billing process by automatically creating and delivering invoices after every successful payment. Whether for one-time purchases or recurring subscription renewals, invoices are generated to document transactions with clear, professional records.
Introduction
The Invoice Generation feature is designed to automate the entire invoicing process, allowing merchants to focus on their business instead of handling paperwork. Every time a transaction is completed, whether it’s for a one-time purchase or a subscription renewal, an invoice is automatically created and sent to the customer. Merchants can customize these invoices in advance, ensuring they align with their brand and provide all necessary details.
Invoices can be accessed through the dashboard, where merchants can download, or manage them as needed.
Configure Invoice Branding
Go to the Settings section of the Dodo Payments dashboard and open the Business Profile Tab. Upload your business logo and add your business name to be displayed on the invoice. Save the settings to apply your customizations.
Trigger Invoice Generation
Invoices are generated automatically for:
- One-Time Purchases: Any single purchase of a product or service.
- Subscription Payments: Recurring payments, such as monthly or yearly subscription renewals.
Automatic Invoice Generation
Once the payment is successfully processed, the Dodo Payments system automatically generates an invoice using your saved branding.
Invoice Delivery
The generated invoice is immediately sent to both the customer and merchant via email.
Access and Manage Invoices
Merchants can view, manage, and resend invoices from the Invoices section in the Dodo Payments dashboard. This section provides a comprehensive view of all generated invoices, allowing merchants to easily track payments.
Invoice Customization Options
- Branding: Upload your company logo and brand name. This ensures that your invoices have a professional appearance.
Invoice Template Example
Invoice Statuses
| Status | Description |
|---|---|
| In Draft | Invoice which has not been created with all information required |
| Unpaid | Invoice for which payment has not been received |
| Paid | Invoice for which the payment has been received |
| Cancelled | Invoice has been cancelled |
| Past Due | Invoice which is past due |
Invoices Section Features
- View Invoices: See a list of all generated invoices, each marked with its payment status (e.g., paid, pending, refunded).
- Download Invoices: Export individual invoices as PDF files for internal records or customer requests.
- Filter Invoices: Use filters to search for invoices by date, customer name, or status for quicker access to specific invoices.