Sequential Invoicing

Overview​

The "Sequential Invoicing" feature helps in maintaining a proper and organized record of financial transactions, enhancing transparency and facilitating accurate accounting practices.
It is defined as a systematic method of arranging invoices in sequential order to ensure that only "paid invoices" are recorded and that too in a sequential manner.
There will be no invoices issues for orders that are not successful. It is noteworthy that only a limited number of billing platforms offers sequential invoicing, a feature that is uniquely available for Pabbly Subscription Billing Users.

Significance of Sequential Invoicing​

This feature allows you to enable sequential invoice numbering in alignment with the tax rules of your country, ensuring seamless compliance.

1. By enabling the sequential invoicing feature, you can effortlessly uphold a systematic and sequential record of your invoices.
2. This feature aids you in seamlessly meeting the required tax regulations, ensuring a hassle-free invoicing process.
3. It enables compliance with tax regulations pertaining to sequential invoicing, where applicable in your country.

How does it work?​

In Pabbly Subscription Billing for the sake of differentiating between Paid invoices and Unpaid invoices, we have introduced a new terminology “Order” along with Invoice.
Orders are automatically generated upon customer subscription to any plan through either the checkout page or API. Presently, if a customer purchases a plan via the checkout page, an invoice is generated regardless of whether the payment is successful or not.

"Status: Sequential Invoicing Disabled"​

When the sequential invoicing feature is not enabled, the system will automatically generate both the Order Number and Invoice Number by default. This means that for all customer transactions, whether successful or unsuccessful, both Order and Invoice Numbers will be generated within the system.

1. Customer A: If Customer A purchases a product and their payment is successful, they will receive Invoice (INV-1).
2. Customer B: In the case of Customer B, even if their payment fails, the customer will still receive Invoice (INV-2).
3. Customer C: If customer C purchases the product successfully, customer will be issued Invoice (INV-3).

"Status: Sequential Invoicing Enabled"​

When the sequential invoicing feature is enabled, the system will automatically generate both the Order Number and Invoice Number by default. But in this case the Invoice will be generated only for the successful transactions.

1. Customers A and C: will receive invoices, numbered sequentially as INV-1 for Customer A and INV-2 for Customer C.
2. Customer B: For Customer B as the transaction got failed, it will be recorded with an Order Number (ORD-1), and no invoice will be generated for that particular transaction.

Thus Enabling the sequential invoicing system, provides a more accurate and organized record of successful transactions while maintaining clarity for any unsuccessful payment instances.

Setting Up Sequential Invoicing in Pabbly Subscription Billing​

Navigate to Settings > Open Invoice Settings > Now click on 'Add Invoice Setting'. In Add Invoice Setting > Navigate to "Enable Sequential Invoice" option. To enable Sequential Invoice in your Pabbly Subscription Billing account, simply click on the checkbox. Once enabled, the system will generate invoices exclusively for successful payments, ensuring a sequential arrangement of invoices.

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Various Scenarios of Sequential Invoicing​

Scenario 1: When Customer A purchases a Product/Service through the checkout page and successfully completes the payment, an Order Number and Invoice Number will be automatically generated, as depicted in the screenshot below. Scenario 2: When Customer B purchases a Product/Service through the checkout page but unfortunately cannot complete the payment or it got failed, for this scenario only Order Number will generated and NOT THE INVOICE NUMBER, as depicted in the screenshot below. Scenario 3: Now, the Sequential Invoicing comes in picture. When a third Customer C comes and purchases a Product/Service through the checkout page and successfully completes the payment, an Order Number and Invoice Number will be automatically generated, the important thing to notice here is that this Invoice will be in sequence with respect to Customer A's Invoice,as depicted in the screenshot below.

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