Overview

Invoices on the Inspire platform serve as crucial financial documents and can be generated in three distinct ways. Firstly, they can be manually created by a Tenant User, offering full control over their initiation. Secondly, Invoices can be automatically generated when a Customer pays a payment link associated with a non-recurring product price, which is configured to generate Invoices alongside the Order. Lastly, Invoices can also be generated as a result of Subscriptions. In the case of Subscription-generated Invoices, they are distinguished by a recurring icon in the list of Invoices. Furthermore, these Invoices provide a clear view of their connections, including associated Orders and Subscriptions, within their detail page. To be generated, an Invoice must include at least one product, though it can encompass multiple products.

Unlike Subscriptions and Orders, an Invoice possesses the unique capability of accommodating multiple coupons. However, this feature is exclusively available when an Invoice is manually created from within the platform. Additionally, coupons can be directly applied to specific items within the Invoice, allowing for flexible discount management. It is important to stress that even though an Invoice may accept many coupons at once, Trial-only coupons are not available to be used on Invoices, and Coupons that have additional trial days have their trial period ignored when added to an Invoice.

In terms of payment, Invoices offer two options. They can be automatically charged, streamlining the payment process, or Customers can opt for manual payment. In the case of manual payment, Customers receive an email containing a payment link for the Invoice. When an Invoice is generated from a Subscription, it inherits all the properties of the underlying Subscription. Remarkably, Invoices maintain their payment flexibility even when marked as "Past due" or beyond their expiration date.

It is important to note that Invoices within the Inspire platform cannot be canceled, ensuring financial records remain intact and accurate, and when paying an expired Invoice from a Subscription that was canceled, the payment will not reactivate the Subscription.

Possible statuses for an Invoice:

1. Draft: Invoices in the "Draft" status are editable and can be deleted. To save an Invoice as a draft, it is mandatory to have at least the customer information associated with it. Draft Invoices cannot be paid. When the payment collection of a Subscription is paused, the Invoices for that Subscription can be generated and saved as drafts.
2. Open: "Open" Invoices are ready for payment. Customers can make payments through the credit card information entered during creation by the Scheduler, or they can opt for manual payment at the hosted checkout.
3. Past Due: "Past Due" invoices are still available for payment but have exceeded the expected payment date. For Invoices generated from the hosted checkout or from a prior Invoice, the due date is always set to the day following its creation. However, for manually created invoices, the tenant user has the flexibility to determine the due date.
4. Paid: Invoices in the "Paid" status have successfully received payment. These Invoices cannot be deleted, and their statuses cannot be changed, as they represent completed transactions.
5. Void: "Void" indicates that the Invoice will not be paid or charged. When a subscription has its payment collection paused, the tenant user has the option to save the Invoices with this status, signifying that no payment will be collected.
6. Uncollectable: Similar to the "Void" status, "Uncollectable" is assigned to Invoices when a Subscription's payment collection is paused. It signifies that payment for that particular Invoice should not be collected.