Creating an Invoice¶
How to Create an Invoice¶
- Navigate to Billing → Invoices
- Click New Invoice
- Fill in the dialog fields
- Click Create Invoice
Screenshot: New Invoice dialog — add image here
Fields¶
| Field | Required | Description |
|---|---|---|
| Subscriber | Yes | Search by name or phone. Select from the autocomplete dropdown |
| Plan / Description | Yes | The plan name or a free-text description of what is being invoiced |
| Amount (KES) | Yes | The total amount to invoice |
| Due Date | No | The deadline for payment. Leave blank for immediate payment |
When to Create Invoices¶
Invoices serve as formal billing documents. Common use cases:
| Use Case | Notes |
|---|---|
| Monthly billing | Create an invoice at the start of each billing cycle for business/corporate subscribers who need formal billing documents |
| One-time charges | Installation fees, equipment rental, setup fees |
| Overdue notices | Generate a formal invoice for a subscriber who has not paid their renewal |
| Custom services | Any ad-hoc service not covered by the standard plan |
Auto vs Manual Invoicing
For residential subscribers who pay informally (via STK Push or cash at renewal time), invoices may not be necessary. For business and corporate accounts that require formal monthly billing and procurement documentation, invoices are essential.
Invoice Number¶
Invoice numbers are auto-generated by the system and are unique. You cannot set a custom invoice number.
After Creating¶
The invoice is created with status Issued. You can then:
- Share the invoice number with the subscriber for payment reference
- Print or view the invoice using the View / Print action
- Mark it as Paid once payment is received