Topup Invoice

1. What is a Topup invoice?

This is the invoice that you issue to your customer to top up their balance.

2. How to handle a Topup invoice?

Create a Topup invoice

In order to create a Topup invoice, please follow the steps below:

1. Go to the Invoice app
2. Select Invoices tab
3. Click + Create Invoice
4. Choose Topup
5. Fill in the necessary information:
   • Name
   • Billing to
   • Topup amount
6. Create Invoice

Allocate payment to a Topup invoice

1. You need to add a payment to the customer account from Finance app.
2. Allocate the payment to the appropriate invoice(s):
   • At Finance app
   • At Invoice app: 
     • Select a particular invoice
     • Click on 3 dots icon
     • Choose Payment
     • Select the appropriate payment
     • Allocate

NOTES

• If the topped up payment has not been spent on any transactions yet (e.g. call, sms…), it can be removed.
• Topup invoice that needs to be allocated payment must be sent/marked as sent already.

Provision a Topup invoice

When the top-up invoice is allocated a payment, it is being provisioned.
(e.g, when you allocate $100 to a top-up invoice of user A, the balance of user A will increase by $100 and the top-up invoice becomes provisioned and will be marked as paid)

Void a Topup invoice

As long as the top-up invoice is NOT allocated (or provisioned) & still Awaiting Payment, it can be voided. No credit note is required.