Create an invoice

ChargeOn creates an invoice automatically, every time you take a payment against a mapped record — you do not create one separately from the charge itself. What you control is whether it is generated alongside a payment you take now, or first, for the customer to pay later.

Before you start

• The record you are charging against must be mapped to ChargeOn, with invoicing available — see the quick start guide, Part 5.
• If you want line items broken down by product or service, your admin needs to have mapped the invoice line item fields for this object — see line items, tax and discount.

Steps

1. Open the record you are billing and click Charge.
2. Add or review the line items for this invoice.
3. Choose how the customer pays:
   • To collect payment now, choose Card or Bank and complete the charge as usual — the invoice is created in the same action, already marked Paid.
   • To bill first and collect later, choose Payment Link — ChargeOn creates the invoice as Due and generates a payment link for the customer, with no charge taken yet.
4. Click Submit.

What you should see

The invoice record, showing your line items and the total. If you collected payment now, it shows Paid; if you billed first, it shows Due with a payment link attached.

If it does not work

Symptom	Likely cause	What to do
No invoice was created after a charge	Invoicing is not mapped for this record's payment object	Check the mapping under Global Settings → Object and Rules
Line items do not appear	The line item fields are not mapped for this object	Ask your admin to map them — see line items, tax and discount
The invoice shows the wrong customer, or none	The record you charged has no resolvable Account or Contact	Set the payer details on the record before charging — ChargeOn creates the invoice either way, but warns rather than blocking when it cannot resolve a payee