Billing

Billing is where instellix turns your business into compliant billing documents: it creates invoices and related document types, determines the correct tax for every line item, and produces, delivers, and archives the final documents.

The Billing area is organized in three chapters that follow the billing flow:

  • Document Creation — from billable data to finalized, correctly numbered documents: billing groups, billing runs, document types, draft review, document numbers, aggregations, partner logos, and document management.
  • Tax Conformity — the correct tax for every item: tax calculation with rules, categories and exemptions, tax providers, and VAT ID validation.
  • Document Provisioning — from finalized data to delivered documents: file creation (templates, translations, PDF), distribution, e-invoicing, and archiving.

Start with Document Creation for the end-to-end process from billable items to final documents. Use Recipes for step-by-step API examples.


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