> For the complete documentation index, see [llms.txt](https://bagelpay.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://bagelpay.gitbook.io/docs/documentation/features/invoice-generation.md).

# Invoice Generation

The Invoice Generation feature in BagelPay 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 <a href="#introduction" id="introduction"></a>

The **Invoice Generation** feature automates the end-to-end invoicing process, enabling merchants to focus on running their business instead of handling manual paperwork. Whether it’s a one‑time purchase or a subscription renewal, an invoice is automatically generated upon completion of each transaction and sent directly to the customer.

<figure><img src="/files/eb5Rm6RSqq6vkykEnXKc" alt=""><figcaption></figcaption></figure>

With the **BagelPay** payment gateway, invoice sending is completely automated:

1. **Automatic Email Delivery**

After the customer completes a payment (having entered their email address on the payment page), the system automatically sends an **Invoice Email** to the customer.

<figure><img src="/files/L3ULV96Zb64I52jilm6e" alt=""><figcaption></figcaption></figure>

2. **Email & Portal Access**

Customers can access their invoices by clicking the **“View Order”** link in the Invoice Email to open the **Customer Portal**. Within the Customer Portal, they can view and manage past orders.

In the **Customer Portal**, customers can manually generate invoices for past orders and download existing invoices at any time. All invoices are provided in the latest available format.

<figure><img src="/files/lgDqvXRloppaHLKF9Bo6" alt=""><figcaption></figcaption></figure>

## Invoice Template Example <a href="#invoice-template-example" id="invoice-template-example"></a>

<figure><img src="/files/T13CtXsOoTjKqOcgpmH5" alt=""><figcaption></figcaption></figure>

## Invoice Statuses <a href="#invoice-template-example" id="invoice-template-example"></a>

| 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                                        |

## Invoice Structure <a href="#invoice-statuses" id="invoice-statuses"></a>

After the purchase, an **invoice** is generated showing:

* **Product Price** (Tax Inclusive)
* **Tax Amount** extracted from that price
* **Net Amount** (price without tax)

This structure confirms the total paid and tax details.

With Tax Inclusive Pricing, you provide final, tax-included figures upfront, giving customers full clarity and ensuring invoices display compliant breakdowns.
