How to create and send invoices to your customers?

Create and send an invoice in the Webapp (no‑code)

1. Create or select a Customer so the invoice has contact details for delivery.
2. Add line items by choosing the relevant Product and Price; the Price determines the amount, currency, and billing configuration shown on the invoice.
3. Choose how you’ll collect payment for this invoice: online (via checkout/Payments) or out‑of‑band (e.g., bank transfer, cheque) if you plan to reconcile manually.
   1. If you are collecting payment via Checkout / Payments, refer details to https://www.airwallex.com/docs/billing/billing-components/checkout

4. Send the invoice; Airwallex will deliver it to the customer based on their email and track its status and due date.
   1. If you’d want invoices to be automatically sent to your customers upon generation, make sure you’ve configured it within your Billing Settings
      1. Open the Customer communications tab within your Billing Settings.
      2. Find the specific email you want to activate (e.g., "Invoice Due Reminder").
      3. Click the toggle button to enable it

Create and send an invoice via API

We support API integrations if you’d like to enable your invoice creation and delivery via API. Below demonstrates a high-level flow for API integration:

1. Create a Customer record (or use an existing one) so you can deliver invoices and, if needed, save payment details for future charges.
2. Create or identify the Product and Price you will bill; the Price ID is a key resource you’ll reuse in your API integration.
3. Create the invoice with the correct customer, currency, and line items (referencing your Product/Price).
4. Deliver the invoice to the customer via email so they can pay online or via a method you’ve enabled, or provide a hosted checkout session for a guided payment flow.
5. If using online payments, ensure Airwallex Payments is activated and your supported currencies and methods match your markets.

For details about API integration, prefer to API reference: https://www.airwallex.com/docs/api#/Billing/Invoices/