Invoices
Bill a customer with itemized line items, share the invoice, and track it through to a receipt.
An invoice is a payment request with a paper trail: line items, an optional discount and tax, an optional due date, and a downloadable PDF at the end. Each invoice is a one-time request, so a retainer means one invoice per period.
The customer expects a document: itemized charges, tax, a discount, a due date, or a PDF receipt.
One amount and a note, which is a payment link. Browsable products, which is a storefront.
Approved verification to generate a live checkout link. Drafts work before that.
How an invoice moves
An invoice has one status at a time. The status decides what the customer can do and what you can still change.
Emailed or shared as a link, awaiting payment.
The customer has opened the invoice link.
The due date passed with no payment and no cancellation.
Payment completed. The receipt record is retained.
Cancelled manually. The payment link is deactivated.
Create an invoice
From the dashboard, go to Invoices → New Invoice. An invoice cannot be continued until it has a customer and at least one line item.
Customer
Select a saved customer, or add a new one while creating the invoice. Saved customers carry over to payment links, so the same contact details are entered once.
Shown on the invoice header and on the checkout page.
Where the invoice email and the receipt are sent.
Line items
One row per thing you are charging for. Seev calculates the total.
At least one, each with a description, a quantity and a unit price.
A percentage, deducted from the items subtotal first.
A percentage, applied to what is left after the discount rather than to the original subtotal.
Unit price is entered in major units, so a GHS 100.00 charge is typed as 100.00. The smallest-unit convention applies only to the Checkout API.
Terms
Drives the Overdue status once it passes with no payment.
Auto-generated, and editable if you keep your own numbering.
Review and send
Send emails the invoice. Copy Link hands you the same hosted link to share yourself.
You can prepare and save an invoice before organization verification is approved, but a live payment link cannot be generated until the active organization is approved. Do not send an unverified invoice and expect the customer to be able to pay it.
What the customer sees, and what happens when they pay
The customer opens the invoice link, reviews the items and the total due, and clicks Pay Now. That hands them to the Seev-hosted checkout page, where the available payment methods are decided per payment rather than per invoice. Read Payment Methods before you tell a customer how to pay.
The invoice moves to Paid and Seev emails a confirmation to both of you.
The invoice keeps its completed payment details as its receipt record.
It will not generate another checkout link, which is what stops a customer paying the same invoice twice.
The PDF carries a payment confirmation stamp with the transaction reference and the date, so it works as the receipt.
Partial payments are not supported. An invoice is either fully paid or unpaid, and there is no way to record a deposit against one. If a customer needs to pay in installments, issue a separate invoice per installment so each has its own payment record and receipt.
Manage invoices
The table paginates and filters on the server. Status pills switch between All, Draft, Sent, Pending, Paid, Cancelled and Overdue.
Pending covers draft and sent together. Overdue means the due date passed while the invoice is neither paid nor cancelled.
Any invoice, before or after payment. A paid invoice's PDF carries the payment confirmation stamp.
Business name, contact email, logo, brand colour and template. Set these before the first send, since branding applies at render time.
Deactivates the payment link. A cancelled invoice cannot be paid.
Not supported. Each invoice is a one-time request, so a retainer means one invoice per period.