Create an Invoice

Creates an invoice for a customer, detailing items, taxes, memos, and more. Invoices can be sent immediately or saved as a draft for future editing and sending. Invoices generated through this endpoint can also integrate with the Stax Pay Hosted Invoice Page.

Key Features

Customer Management

Generates invoices tied to specific customers with detailed item listings, taxes, and custom memos.

Flexible Sending

Send immediately via email or save as drafts for future editing and sending.

Hosted Payment Pages

Integrates with Stax Pay Hosted Invoice Page for seamless customer payments.

Split Funding

Advanced feature to distribute payments across multiple bank accounts.

Usage Guide

Immediate Sending

Set send_now=true to send the invoice immediately
If omitted or set to false, the invoice will save as a draft

Draft Management

Draft invoices can be updated or sent later using the PUT /invoice/{id}/send endpoint
Perfect for preparing invoices in advance

API Response Reference

Response Codes

Code	Response	Reason
201	Created	Invoice successfully created.
400	Bad Request	Invalid invoice parameters or funding configuration.
401	Unauthorized	Authentication failed.
422	Unprocessable Entity	Split funding amounts do not match the invoice total.
500	Internal Server Error	Unexpected server error.

Important Considerations

Configuration & Limitations

Customization Options

Configure hosted invoice pages in Stax Pay settings or during invoice creation via API
Custom fields support various payment scenarios and customer interactions

Data Restrictions

meta.lineitems.* is restricted to the ID, Quantity, Price, Item name, and Description
Ensure all required fields are properly formatted before submission

Best Practices

Test split funding configurations thoroughly before production use
Consider customer experience when designing hosted invoice pages
Use draft mode for complex invoices that require review