Invoice automation

Invoice generation for hybrid plans, usage lines, credits, adjustments, and tax.

Create invoice drafts from subscription and metered usage state, review exceptions, finalize invoices, and sync collection status.

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100%

line-item traceability

usage-event.ts
await floatless.invoices.create({
  customerId: "cus_329",
  period: "2026-06",
  tax: { mode: "calculate" }
});

Built as infrastructure, not a workflow patch.

Each product area exposes clear API state, reviewable operational controls, and finance-ready records.

Draft and finalized invoice lifecycle

Usage, recurring, credit, and tax line items

Customer-ready invoice detail

Payment and collection state sync

01

Usage event

Product emits customer activity with idempotency and meter metadata.

02

Rating engine

Floatless applies tiers, commits, credits, and billing-period rules.

03

Invoice state

Usage, subscriptions, tax, and adjustments become auditable invoice lines.

04

Revenue control

Finance reviews exceptions, payment state, exports, and audit trails.

Workflow mechanics are explicit.

Generate drafts

Combine subscription, usage, credit, adjustment, and tax state into invoice drafts.

Review exceptions

Surface missing tax context, late usage, failed payment, and customer-specific contract issues.

Finalize and collect

Finalize invoices, sync payment state, and preserve line-item calculation history.