Paigo Documentation
  • Paigo Dashboard
  • 🏠Overview
    • Home
    • Getting Started with Paigo
    • Key Concepts
  • 💰SaaS Pricing
    • Pricing Basics
      • Product Items
      • Product Plans
    • Model Pricing Structure
      • Pay-as-you-go (Like EC2)
      • Subscription Tier
      • Custom Unit (Like Snowflake)
      • Seat-based Pricing
      • Top-Up Pricing (like OpenAI)
    • Manage Customer Profile
  • 🧩Usage Metering
    • Meter Usage Data at Scale
    • Usage Measurement Template
    • Manage Measurement
    • Infrastructure-based Method
    • Agent-based Method
    • API-based Method
    • Datastore-based Method
    • Configure IAM Role
  • 💳Invoicing and Payment
    • Issue Invoice
      • Automatic Line Item Formatting
    • Process Payment with Stripe
    • Cloud Marketplace Invoicing
    • Handle Tax and Compliance
  • Business Analytics
    • Business Analytics Overview
    • Usage-based Cost Insights
    • Profit Margin Analytics
    • Product Unit Cost
      • Unit Cost for Data Storage
      • Unit Cost for Kubernetes
    • Enable Business Analytics
  • Other
    • Sandbox
    • Customer Wallet and Credits
  • API
    • API Docs
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On this page
  • Overview
  • Invoice Life Cycle
  • Automatic and Manual Invoice
  • Configure Invoices
  • Issue Payment

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  1. Invoicing and Payment

Issue Invoice

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Last updated 1 year ago

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Overview

Paigo supports fully tax-compliant invoice as part of billing infrastructure. Invoice can be automatically generated by Paigo or created manually for any one-off transactions. Invoices are grouped and viewed by customer profile. To find invoices that is related to a particular customer, navigate to Customer tab and scroll down to view all the invoices related.

Invoice Life Cycle

The table below illustrates the invoice life cycle.

Stage
Meaning

Draft

Invoices are generated automatically or manually. Draft invoices can be reviewed, edited, approved or voided. Draft invoices are not sent to customers.

Active

Invoices are approved by business and sent to customers. Payments have not been made for this invoice.

Paid

Invoices that are paid.

Void

Invoices that are voided or not in good standing. Voided invoice do not count for revenue analytics. Voided invoices can be marked as other good standing state.

Automatic and Manual Invoice

At the end of each billing cycle, an automatic invoice will be generated for each customer for their total usage occured in the past billing cycle. The automatic invoice will aggregate all the usage by a particular customer across different services, offerings and dimensions. See Configure Invoices to understand how automatic invoices are generated.

Business can choose to create manual invoice. Navigate to Customers tab and select a customer from the customer table. At the top of the page, click Off-Cycle Invoice to generate one-off invoices manually. There are two ways to generate off-cycle invoices, by Manually Enter Line Items on the invoice, or by Selecting Billing Period and bill customers based on their real usage as line items on the invoice.

Both automatic and manual invoices can be edited when they are in draft status.

Configure Invoices

Below is an invoice example marked with important fields that can be configured by SaaS business.

  1. Logo: The business logo can be configured in Setting > Invoice > Logo Image. The best size of a logo image would be 60 pixels x 60 pixels ( or 0.2 inch x 0.2 inch). If logo image is not set, the logo section will be empty on invoices.

  2. Customer Information: Customer business information can be configured in Customer profile. It customer business information is not set, this section will be empty on invoices. It is highly recommended to properly set those information for the invoice to be fully tax compliant. See Manage Customer Profile chapter for full documentation on configuring customer information.

  3. Line Items: For automatic invoices, the line items are the Dimensions of the offering that the customer has subscribe to. Each dimension will be a line item on the invoice, with the dimension name, aggregated usage quantity, unit price and subtotal dollar amount of the dimension usage. For manual invoices, all the line items can be manually entered.

  4. Invoice Date: For automatic invoices, the invoice date is the end of billing cycle. For manual invoices, the date can be set explicitly.

  5. Due Date: When the invoice payment is due. It is decided by the payment term of invoices. Payment term can be configured in Setting > Invoice > Invoice Payment Terms. With the payment terms set, the due date on the invoice will be automatically calculated, as the days after the invoice date.

  6. Business Name and Addresses: Basic business information can be configured in Setting > Company. If business information is not set, this section will be empty on invoices. It is highly recommended to properly set those information for the invoice to be fully tax compliant.

  7. Tax: See Handle Tax and Compliance chapter for more information on automatically include sales tax or VAT on the invoice.

Issue Payment

Customer profiles in Paigo are required to have payment information entered when they are created. When an invoice is approved and sent to customers, Paigo automatically processes payment as a direct charge with the payment information available on the customer profile. For instance, with Stripe, Paigo issues a direct charge from SaaS business to customers via Stripe Direct Charge. For more information on payment, see Process Payment with Stripe chapter.

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