> Every checkout payment creates an invoice with line items, discounts and tax. Branded PDFs and receipts, payment links, and invoices you create by hand.

Source: https://plandalf.com/products/checkouts/invoices

Checkouts feature

# Paperwork that  
does itself

Every payment becomes an invoice with its items, discounts and tax. Receipts, PDFs and the receipt page all wear your brand.

[Start your 14-day free trial](https://admin.plandalf.dev/signup)[How it works](#how-it-works)

No credit card required. No coding required.

How it works

## From checkout to receipt, in your brand

The invoice is written when the payment lands. The receipt goes out when your automation says so.

1.  Checkout
    
    ### The buyer pays
    
    The order, its add-ons, discounts and tax are all captured.
    
2.  Invoices
    
    ### The invoice is written
    
    Numbered, itemised and marked paid, with a PDF.
    
3.  Their inbox
    
    ### The receipt goes out
    
    Sent by your receipt automation, from your name.
    

Set it up

## Brand it once, then let it run

Your details and brand are set in Settings. Receipts are one automation away.

1.  1
    
    ### Add your details and brand
    
    In Settings, open Customer invoices: business address, tax ID, logo, button colour and reply-to email.
    
2.  2
    
    ### Turn on tax if you collect it
    
    In Settings, open Tax and choose Stripe Tax, TaxJar, Avalara or manual rates.
    
3.  3
    
    ### Switch on receipts
    
    In Automation, start from the Send customer receipt template so every buyer gets one.
    
4.  4
    
    ### Manage the rest in Invoices
    
    Download PDFs, send, void or mark paid, create a new invoice, or import from Stripe.
    

## Invoices

Manage invoices, quotes, and checkout sessions.

Invoice

Customer

Status

Total

Date

Actions

**INV-1048**Invoice

**Mara Vale**_mara@northstar.studio_via affiliate

Paid

$1,240.00

Jun 04

**INV-1047**Checkout

**Drew Carter**_drew@cartwell.co_via promo

Paid

$349.00

Jun 03

**01JY8Q7JH2V9**Quote

**Captured buyer**_riley@example.com_utm: launch

Draft

$890.00

Jun 02

**INV-1046**Invoice

**Kei Tanaka**_kei@atelier.jp_direct

Refunded

$72.00

Jun 01

**INV-1045**Invoice

**Avery Stone**_avery@fieldkit.io_via affiliate

Open

$2,100.00

May 31

Details

## Every invoice, and the tools around it

The checkout writes them. You can also write your own.

-   ### One for every payment
    
    Line items, discounts and tax on every invoice, with its status: draft, open, paid or void.
    
-   ### PDF and receipt page
    
    Every invoice downloads as a PDF, and buyers get one page with all their receipts.
    
-   ### Invoices by hand
    
    Create a new invoice, finalise it and send a payment link for work outside a checkout.
    
-   ### Upsells grouped with the order
    
    Post-purchase upsells get their own invoice, grouped under the original.
    
-   ### Tax IDs for business buyers
    
    Collect VAT, GST and other tax IDs at checkout and print them on the invoice.
    
-   ### Events for your stack
    
    Invoice Finalized, Paid, Refunded and Voided can each start an automation.
    

Triggers and actions

## Start with the sale. Build whatever comes after.

Any checkout event can start an automation with the whole order in hand. Stack the steps, wait between them, send the order to your tools.

Works with

## What invoices pairs with

-   [**Payment options**One-time, subscriptions, trials and payment plans through your Stripe.](https://plandalf.com/products/checkouts/payment-options)
-   [**Purchase automations**What happens after the sale: access, emails, tags, alerts.](https://plandalf.com/products/automations/purchase-automations)
-   [**Upsells**A one-click offer after payment, charged to the same card.](https://plandalf.com/products/checkouts/upsells)

[See everything in Checkouts →](https://plandalf.com/products/checkouts)

Integrations

## Keep your site. Upgrade how it sells.

Plus a fully documented REST API and webhook layer for whatever’s not in the list.

-   ![Stripe](https://plandalf.com/images/integrations/stripe.svg)
-   ![PayPal](https://plandalf.com/images/integrations/paypal.png)
-   ![Klaviyo](https://plandalf.com/images/integrations/klaviyo.png)
-   ![Mailchimp](https://plandalf.com/images/integrations/mailchimp.png)
-   ![ConvertKit](https://plandalf.com/images/integrations/convertkit.png)
-   ![ActiveCampaign](https://plandalf.com/images/integrations/activecampaign.png)
-   ![MailerLite](https://plandalf.com/images/integrations/mailerlite.png)
-   ![Drip](https://plandalf.com/images/integrations/drip.png)
-   ![Flodesk](https://plandalf.com/images/integrations/flodesk.png)
-   ![Beehiiv](https://plandalf.com/images/integrations/beehiiv.png)
-   ![Customer.io](https://plandalf.com/images/integrations/customer_io.png)
-   ![Postmark](https://plandalf.com/images/integrations/postmark.png)
-   ![SendGrid](https://plandalf.com/images/integrations/sendgrid.png)
-   ![HubSpot](https://plandalf.com/images/integrations/hubspot.png)
-   ![Intercom](https://plandalf.com/images/integrations/intercom.png)
-   ![Kajabi](https://plandalf.com/images/integrations/kajabi.png)
-   ![Teachable](https://plandalf.com/images/integrations/teachable.png)
-   ![Circle](https://plandalf.com/images/integrations/circle.png)
-   ![Ghost](https://plandalf.com/images/integrations/ghost.png)
-   ![MemberPress](https://plandalf.com/images/integrations/memberpress.png)
-   ![Webflow](https://plandalf.com/images/integrations/webflow.png)
-   ![Framer](https://plandalf.com/images/integrations/framer.png)
-   ![Shopify](https://plandalf.com/images/integrations/shopify.png)
-   ![WordPress](https://plandalf.com/images/integrations/wordpress.png)
-   ![Squarespace](https://plandalf.com/images/integrations/squarespace.png)
-   ![Wix](https://plandalf.com/images/integrations/wix.png)
-   ![Next.js](https://plandalf.com/images/integrations/nextjs.png)
-   ![React](https://plandalf.com/images/integrations/react_app.png)
-   ![Vue](https://plandalf.com/images/integrations/vue_app.png)
-   ![Avalara](https://plandalf.com/images/integrations/avalara.svg)
-   ![TaxJar](https://plandalf.com/images/integrations/taxjar.svg)
-   ![Slack](https://plandalf.com/images/integrations/slack.png)
-   ![Zapier](https://plandalf.com/images/integrations/zapier.svg)
-   ![Tolt](https://plandalf.com/images/integrations/tolt.png)

-   [\+ more](https://plandalf.com/integrations "All integrations")

Questions

## Common questions about invoices

The short answers. The docs have the long ones.

Does every purchase get an invoice?

Yes. Each payment creates an invoice with its line items, discounts and tax, and it downloads as a PDF.

Are receipts emailed automatically?

Turn on the Send customer receipt automation and every buyer gets one. You can also send invoices and receipts by hand from Invoices.

Can I collect VAT and tax IDs?

Yes. Turn on tax ID collection in Tax settings and add the Tax ID block to the checkout.

Can I invoice a client by hand?

Yes. Create a new invoice, finalise it and send the payment link.

The team

## Built by a team obsessed with conversion.

![Aarogorn](https://plandalf.com/images/faces/aarongorn.png)![Bilbert](https://plandalf.com/images/faces/bilbert.png)![Buildo](https://plandalf.com/images/faces/buildo.png)![Foundo](https://plandalf.com/images/faces/foundo.png)![Legoli](https://plandalf.com/images/faces/legoli.png)

15\+ years testing every pricing model under the sun. Every part of Plandalf comes from a real checkout problem we’ve had to solve ourselves.

[Start your 14-day free trial](https://admin.plandalf.dev/signup)

No credit card required. Nothing to migrate.