SaaS Platforms

White-label invoicing for your SaaS customers. Each customer gets isolated data with their own branding.

How It Works

SaaS multi-tenant structure

┌───────────────────────────────────────────────┐
│             Your SaaS Platform                │
├───────────────┬───────────────┬───────────────┤
│  Customer A   │  Customer B   │  Customer C   │
│  entity_123   │  entity_456   │  entity_789   │
├───────────────┼───────────────┼───────────────┤
│  Invoices     │  Invoices     │  Invoices     │
│  Customers    │  Customers    │  Customers    │
│  Items        │  Items        │  Items        │
│  Settings     │  Settings     │  Settings     │
└───────────────┴───────────────┴───────────────┘

1. Onboard a Customer

When a customer signs up on your platform, create an entity for them:

Onboardtypescript

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// title: Onboard customer
const entity = await sdk.entities.create({
  name: customer.companyName,
  address: customer.address,
  city: customer.city,
  country: customer.country,
  currency_code: customer.currency,
});

// Store entity.id with your customer record
await db.customers.update(customer.id, { entityId: entity.id });

Create Entity API →

2. Set Up Their Branding

Brandingtypescript

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// title: Custom branding
await sdk.entities.update(entity.id, {
  settings: {
    pdf_template: {
      logo_url: "https://example.com/logo.png",
      primary_color: "#3B82F6",
    },
    email_defaults: {
      sender_name: customer.companyName,
    },
  },
});

Update Entity API →

3. Create Invoices

All operations are scoped to the customer’s entity:

Invoicetypescript

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// title: Create invoice for customer
const invoice = await sdk.invoices.create(
  {
    customer: { name: "End Client", email: "client@example.com" },
    items: [{ name: "Monthly subscription", quantity: 1, price: 99 }],
  },
  { entity_id: customer.entityId }
);

Create Invoice API →

4. Give Customers Dashboard Access (Optional)

Simple approach — Use entity API keys (no user management):

Dashboard simpletypescript

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// title: Embedded dashboard (simple)
const token = await sdk.entityUsers.generateToken(entity.id, user.id);

// Redirect to embedded dashboard
window.location.href = `https://app.spaceinvoices.com/embed?token=${token}`;

With roles — Use user-based access for team collaboration:

Dashboard userstypescript

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// title: Embedded dashboard (with users)
// Add user to entity
await sdk.entityUsers.add(entity.id, {
  email: user.email,
  role: "admin",
});

// Generate magic link
const token = await sdk.entityUsers.generateToken(entity.id, user.id);
const dashboardUrl = `https://app.spaceinvoices.com/embed?token=${token}`;

See User Access Guide for detailed comparison.

Key Benefits

• Full isolation — Data never mixes between customers
• Custom branding — Each customer sees their logo and settings
• Compliance handled — We manage tax rules per customer’s country
• Usage-based pricing — Bill based on invoices created per entity
• Optional self-service — Customers can manage their own invoices

Integration Flow

SaaS integration flow

┌──────────────┐     ┌─────────────────┐     ┌──────────────┐
│  Customer    │     │   Your SaaS     │     │    Space     │
│  Signs Up    │────▶│   Platform      │────▶│   Invoices   │
└──────────────┘     └─────────────────┘     └──────────────┘
                            │                       │
                            │  1. Create Entity     │
                            │─────────────────────▶│
                            │                       │
                            │  2. Store entity_id   │
                            │◀─────────────────────│
                            │                       │
                            │  3. Create invoices   │
                            │─────────────────────▶│
                            │                       │

Next Steps

• User Access Guide — Give customers direct dashboard access
• Multi-Tenancy Guide — Deep dive into entity management
• Compliance — Country-specific requirements