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
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.
With the BagelPay payment gateway, invoice sending is completely automated:
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.
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.
Invoice Template Example
Invoice Statuses
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
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.
Last updated