Invoices
The Invoices section allows Merchants and Managers to create payment requests for customers, track their statuses, and manage existing billing documents.
1. Overview
Within the Invoices menu, users with appropriate permissions can:
Generate new invoices.
Monitor the status of past transactions.
Edit or delete current invoices.
2. Creating an Invoice
To create a new invoice, click the "Add new +" button. You will need to fill in the following parameters:
Recipient Name (From): Automatically populated with the Merchant's company name.
Note: The company name can be modified by the Merchant in the Settings menu. Manager roles do not have permission to change the Merchant's name.
Payer Name (Billed to): The name of the client receiving the invoice.
Payment Details:
Line Items: Name of the product or service, quantity, and unit price.
Total Amount: Automatically calculated based on the quantity and price of each position.
Item Limit: You can add up to 20 positions per invoice.
Currency: Select the payment currency.
Note: Not all 0xProcessing supported currencies are available for invoices by default. If you need a specific currency that is missing, please contact your manager to request activation.
Theme: Choose between a Dark or Light theme for the payment form.
Real-time Preview
As you fill in the invoice data, a live preview of the payment form is available on the right side of the desktop screen, showing exactly how the customer will see it.
3. Sharing the Invoice
Once created, a unique payment link is generated.
Validity: The link is active for 14 days.
Sending: You can copy the link manually or use the "Send via email" feature.
Notification: The recipient will receive an email from 0xProcessing containing the invoice details and a direct button to the payment page.
4. Payment Process
The customer payment form consists of three steps:
Preview: The client reviews the items and the total amount.
Payment Details: The client selects their wallet (MetaMask, WalletConnect, or manual transfer) and sees the specific destination address and amount.
Status/Success: Once the transaction is confirmed, the status updates to "Successful payment." The client can then:
View the transaction on the blockchain explorer.
Download a PDF receipt for their records.
5. Managing Invoices
Editing
You can modify an existing invoice after it has been created. The following fields are editable:
Total payment amount.
Names of the recipient and sender.
Description of the payment and individual items.
Important: The currency cannot be changed in an existing invoice. If you need to change the currency, use the "Duplicate" function. This creates a new invoice with the same items, descriptions and amounts, allowing you to select a different currency.
Deletion
Invoices can only be deleted if they are in "Unpaid" or "Expired" status. Paid invoices cannot be removed from the system for accounting and transparency purposes.
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