Billing
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Billing Documentation

Orders, invoices, transactions, plans, wallets, and subscriptions — confirmed step-by-step Billing guides.

Getting Started
Billing Overview
How Orders, Invoices, Transactions, Plans, Wallets, and Subscriptions fit together
Orders
Order List
Search, filter, and manage orders
Create Order
Create a new order with line items and totals
Order Details
Totals, linked invoices, and transactions
Order Drafts
Save, edit, and publish draft orders
Order Trash
Restore trashed orders
Invoices
Invoice List
Find, filter, and open invoices
Create Invoice
How invoices are generated and what to check
Invoice Details
Status, payment progress, and history
Invoice Drafts
Work with draft invoices
Invoice Trash
Recover deleted invoices
Transactions
Transaction List
Review payment transactions
Create Transaction
Record a payment against an invoice
Transaction Details
What a transaction record holds
Transaction Drafts
Draft payment records
Transaction Trash
Recover deleted transactions
Plans
Plan List
Browse one-time, recurring, and free plans
Manage Plans
Create plans and plan settings
Wallets
Wallet List
Client credit balances
Wallet Details
Balance, transactions, and quick actions
Wallet Trash
Recover deleted wallets
Subscriptions
Subscription List
Browse and filter subscriptions
Subscription Details
Plan, billing, and trial fields
Subscription Lifecycle
Cancel and other subscription actions
Configuration
Quotations
Send a formal quote before an order exists
Coupons
Configure discount coupons and their rules
Taxes
Tax rates by country/state, and tax codes
Currency Settings
Supported currencies and your base currency
Document Numbering
How invoice, order, and quotation numbers are generated
Client Profile Dashboard
One customer's complete billing relationship
Help
Troubleshooting
Known issues and workarounds
FAQs
Quick answers about Billing