Integrations, Taxes & Invoicing

How is an invoice created?

There are two ways to create an invoice in Octobat. The first possibility is to do so automatically, from the data Octobat receives via the integration that has accessed from your payment provider (Stripe, GoCardless, API). The second way is to do so manually by creating first a customer in the customer section and then an invoice in the documents section under-section invoice. It is important to note that an invoice has to be linked to an existing customer, this means the customer has to be first be created if it does not already exist in Octobat.