How to create invoices with line items, send them to customers, track payment status, and generate PDF receipts in Pycer.
Invoices are structured payment requests you send to customers. Each invoice generates a unique checkout link where the customer can pay using any active gateway. Invoices differ from payment links because they carry line items, a due date, and a formal invoice number.
How invoices relate to payment links
When you create an invoice, Pycer generates a payment link behind the scenes. The customer clicks the invoice link, sees the itemized total, and completes payment through the checkout. You can also create standalone payment links without line items - see Payment links.
Create an invoice
Go to Payments → Invoices.
Click + Create Invoice.
Fill in the invoice details (see table below).
Add one or more line items with a description, quantity, and unit price.
Click Create Invoice.
Field
Required
Description
Invoice number
Yes
Unique serial (for example INV-2025-0042). The system does not auto-generate this - you control the numbering scheme
Customer
Yes
Select from existing customer profiles
Currency
Yes
Billing currency for this invoice
Due date
Yes
Deadline for payment
Notes
No
Instructions shown to the customer on the checkout page
Line item description
Yes
What the customer is being billed for
Quantity
Yes
Number of units (default 1)
Unit price
Yes
Price per unit
Invoice statuses
Status
Meaning
Draft
Saved but not yet shared with the customer
Sent
Checkout link has been generated and can be shared
Paid
Customer completed payment through the checkout link
Overdue
Due date passed without payment
Cancelled
Invoice was voided and is no longer payable
Generate invoice PDFs
Open an invoice and click Download PDF to get a formatted receipt. The PDF includes your brand logo, the customer’s details, all line items, the total amount, and the payment status. Use this for accounting records or to email to the customer as a receipt.
Send invoices via email
Click Send via Email on any invoice in Sent or Draft status. Pycer sends the customer an email with the invoice details and the payment link. The email uses your brand’s SMTP configuration and support email as the sender.
Invoice numbering
Pycer does not auto-increment invoice numbers. You set the number manually when you create each invoice. This gives you flexibility to match your existing accounting system (for example INV-2025-0042, REC-0042, or any format you prefer).
Every invoice must have at least one line item with a quantity and unit price greater than zero. An invoice with no line items or a total of 0.00 cannot be paid.
