Send an invoice
The customer gets a numbered bill with a link to pay it, and you get a record that moves from issued to paid.
Your answers so far
Choose one
What to build
Create the customer, write the invoice as a draft, and send it. Sending issues the draft, assigns its number, mints a payment link, and notifies the customer. When they pay by another route, such as a check or a bank transfer, record the payment against the invoice so it reads as paid.
What this means for PCI
This is guidance rather than a compliance determination. Which questionnaire you are eligible for depends on your full environment, so confirm it with your QSA or your acquirer before you rely on it.
Worth knowing
- Issuing locks an invoice. Get the line items right while it's a draft.
- Sending needs a delivery destination the merchant has configured. Check that before you rely on the platform to notify the customer.