Invoices

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Invoices (Beta Early Access)
Access is granted per organization. Sign in to your PayMongo Dashboard, open Payment Channels → Invoices, and request access from there.

Use PayMongo Invoices to professionally bill your customers, track outstanding payments, and get paid, all from your dashboard.

Invoices is built for merchants who send itemized bills to specific customers and follow up on payment against a due date. Each invoice generates a hosted payment page where your customer can review the breakdown and pay using the payment methods you've enabled on your account. When they click Pay, they're taken through a Checkout Session, the same payment engine used across all PayMongo Payment Channels.

Unlike Payment Links, which are best for quick one-off collection, Invoices gives you line-item detail, customer records, due dates, and a full status lifecycle, making it easier to manage billing across multiple customers and transactions.

When to Use

Choose Invoices when you need to send a detailed bill to a specific customer and track it to completion.

Invoices is a good fit when you:

Bill clients for services, projects, or orders with multiple line items
Need to set and track a payment due date
Want a professional billing document you can send via email or a shareable link
Need to maintain clear payment records per customer

Choose Payment Links instead when you need to collect a quick, one-time payment without line-item detail or due dates.

How it Works

When you create and send an invoice, your customer receives a hosted payment page showing the invoice details, line items, amounts, due date, and your message to them. When they're ready to settle their invoice, they get redirected to checkout where they can select a payment method and complete payment. Once payment is confirmed, the invoice status updates automatically in your dashboard.

Concepts

Invoice, the payment request you create and send to a customer. Each invoice is a distinct record in your PayMongo account, separate from the payment itself.

Invoice number, a unique identifier for each invoice. You can customize the format or let PayMongo generate one automatically.

Line items, the individual products or services being billed. Each line item has a name, quantity, and unit price. PayMongo calculates subtotals and totals automatically.

Discount, a fixed-amount reduction applied to the invoice subtotal. Whole numbers only; percentage discounts are not supported.

Invoice status, the current state of an invoice. Statuses update automatically as your customer acts on the invoice or as the due date passes:

Status	What it means
Draft	Created but not yet sent or shared. Still editable.
Scheduled	A draft with a send date set. Still editable, and nothing is sent until that date.
Waiting for approval	Sending was requested but is held until a different team member approves it. Still a draft. Appears only when invoice approvals are on.
Approval declined	An approver rejected the send. Still a draft, so nothing reached the customer. Edit it and send again to raise a new request.
Awaiting payment	Sent or shared, waiting to be paid.
Paid	Payment completed.
Overdue	Due date has passed, still unpaid.
Void	Cancelled. No longer payable.

Before You Start

You'll need:

An activated PayMongo merchant account with a Closed-loop wallet, which is automatically activated once you've completed KYC. Check your wallet status at Money Movement → Wallets.
At least one payment method enabled on your account. Invoices reflect whichever methods are active on your account, you can also toggle individual methods per invoice.

How to Use

Invoicing has six parts. Each has its own page:

Create and send an invoice

Fill in the customer and line items, customize how it looks, preview it, then email it or share the link.

Repeating invoices

Bill the same customer on a schedule. PayMongo creates and emails each cycle for you.

Reminders

PayMongo follows up automatically on unpaid invoices, and you can nudge a customer any time.

Import invoices in bulk

Create up to 1,000 invoices from a CSV, with column matching and a review step.

Invoice approvals

Hold an invoice until a different team member approves the send, then let it send itself.

Manage sent invoices

Track payment, void an invoice, download PDFs, export your list, and control who has access.

Limits and availability

Currency: PHP only
Discounts: Fixed amounts available
Due date: Set per invoice. Marked overdue once it passes, but stays payable and never auto-cancels.
Maximum invoice amount: None
Product catalog: Coming soon, line items must be entered manually for now
Repeating invoices: One line item per schedule, repeating every 1 to 10 days, weeks, months, or years. Schedules run on Asia/Manila (GMT+8) and send at 9:00 AM

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Before you send your invoice
Please note that the billing invoice and payment confirmation issued by PayMongo cannot be used for tax purposes. As the merchant, you are responsible for issuing official receipts to your customers in compliance with BIR requirements.