instellix Document Creation turns your billing data into finalized, compliant billing documents — invoices, credit notes, deposit and self-billing documents — with automated billing runs, configurable document numbering, and optional review steps before a document becomes final.

Whether the platform calculates your charges for you or you bring fully billed data from your own systems, the outcome is the same: a correct, uniquely numbered document for every business transaction. The capabilities below work together, and you can adopt them step by step.

Two ways to create documents

There are two ways into billing:

Billing run — instellix bills for you. You maintain customers, plans, contracts, and usage on the platform, and instellix compiles all due billable items into billing documents. On this path, the platform also calculates the applicable taxes. Learn how it works in Start a billing run.

Document API — you have already billed. Your own system has calculated the amounts, and instellix creates the compliant document: it assigns the document number and takes care of the downstream processing. On this path, you deliver the tax details with every line item. See the Documents API reference.

What Document Creation offers

With billing runs, you can let the platform settle everything that is due — instellix compiles all billable items that are due — the processing date of each item derives from your plans and contracts — and turns them into documents according to the splitting configuration of the billing group. A billing group bundles the billing settings that apply to a set of customers — you manage billing groups under Billing > Billing Groups.

With document types, you can issue the right document for every business case: invoices, credit notes (as regular, goodwill, or warranty credits), deposit invoices for advance payments, and self-billing invoices — each with its dedicated correction type. Corrections and reissues always reference the original document, so finalized documents remain unchanged.

With draft documents, you can hold selected documents for review before they are finalized. Rules based on JSONata expressions — for example on high amounts, specific currencies, or specific billing groups — decide which documents are created as drafts and released only after approval.

With document numbers, you can control exactly how document numbers are built and which documents share a number sequence: counters with prefix, suffix, and mask, plus strategies per document type, billing group, or service country — with a fallback counter that applies when no rule matches.

With customer aggregations, you can condense rated usage data per customer into billable line items before any document is created — so a month of usage becomes a small number of clean invoice lines instead of hundreds of individual positions.

Once documents exist, you can manage them in the document overviews: adjust columns, filter, open the PDF, and trigger follow-up actions such as corrections or payment intents. Labels let you organize documents with your own free-text tags, and document aggregations control how line items are grouped and displayed on the final document.

Together, these capabilities give you a single place where billing data reliably becomes finalized, correctly numbered, and reviewable billing documents — whether instellix does the billing or your own systems do.