Invoice

An invoice bills your customer for delivered goods and services — it is the standard result of billing on instellix and the document most of your billing volume will consist of.

Where to find invoices

To see all finalized invoices, navigate to: Billing > Documents > Invoices. The All list shows every document type in one view.

How invoices are created

Via billing run: instellix compiles all due billable items from your contracts and orders into invoices and calculates the applicable taxes — see Start a billing run.

Via Document API: if you have already billed in your own system, you submit the finished billing data — including the tax details for each line item — and instellix creates the compliant invoice.

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Whether documents with a total of zero are invoiced at all is controlled per billing group with the Invoice zero value documents setting.

Via API

Create an invoice with POST /v2/documents/invoices. The call is asynchronous: you provide a requestId and receive HTTP 202; retrieve the result via the processing status. Read invoices via query documents (RSQL filter) or get a single document.