Fintechs

Add invoicing to your payment, banking, or lending platform.

Invoice After Payment

Create invoices when payments are processed:

Payment invoicetypescript

// title: Create invoice for payment
const invoice = await sdk.invoices.create(
  {
    customer: { name: payment.merchantName, email: payment.merchantEmail },
    items: [
      {
        name: `Transaction fee - ${payment.transactionId}`,
        quantity: 1,
        price: payment.feeAmount,
      },
    ],
    payment: {
      type: "bank",
      amount: payment.feeAmount,
      date: new Date().toISOString().split("T")[0],
    },
  },
  { entity_id: entityId }
);

Recurring Subscriptions

Handle subscription billing:

Subscriptiontypescript

// title: Create subscription invoice
const invoice = await sdk.invoices.create(
  {
    customer: { name: merchant.name, email: merchant.email },
    items: [
      {
        name: `${plan.name} - ${billingPeriod}`,
        quantity: 1,
        price: plan.price,
      },
    ],
    dateService: billingPeriod,
    dateDue: new Date(Date.now() + 14 * 24 * 60 * 60 * 1000)
      .toISOString()
      .split("T")[0],
  },
  { entity_id: entityId }
);

Key Benefits

Payment linking — Use metadata to connect invoices to payments
Reconciliation — Match invoices to transactions
Multi-country — Compliance across jurisdictions
Real-time — Create invoices instantly on payment events

Integration Points

Payment Event	Invoice Action
Payment succeeded	Create invoice
Subscription renewed	Create recurring invoice
Refund processed	Create credit note
Dispute won	No action
Dispute lost	Create credit note

Webhook Flow

Fintech integration flow

┌──────────────┐     ┌─────────────────┐     ┌──────────────┐
│   Payment    │     │   Your Fintech  │     │    Space     │
│   Processed  │────▶│   Platform      │────▶│   Invoices   │
└──────────────┘     └─────────────────┘     └──────────────┘
                            │                       │
                            │  1. Payment received  │
                            │─────────────────────▶│
                            │                       │
                            │  2. Create invoice    │
                            │─────────────────────▶│
                            │                       │
                            │  3. Mark as paid      │
                            │─────────────────────▶│
                            │                       │

Next Steps

Invoices Guide — Invoice options
Other Documents — Credit notes