Issue your first invoice

Invoices are generated from subscriptions or created manually as one-time charges. This guide covers creating your first invoice.

Creating a subscription

Link a customer to a product to create a subscription. Floatless automatically generates invoices based on the billing interval.

  1. Select a customer
  2. Choose a product
  3. Set the start date
  4. Confirm the subscription

Invoice lifecycle

  • Draft: Invoice created but not sent
  • Pending: Invoice sent, awaiting payment
  • Paid: Payment received
  • Overdue: Payment past due date

[!IMPORTANT] Congratulations! You have completed the basic setup. Your billing system is now operational.

What to explore next

  • Set up usage-based billing for metered products
  • Configure payment reminders and dunning
  • Explore the revenue dashboard for MRR tracking
  • Integrate with your application via the API
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