---
sidebar_position: 2
title: Invoice Generation & Delivery
description: Creating compliant invoice PDFs, managing approval queues, custom email branding, and customer billing portal links.
keywords:
  - invoice generation
  - invoice delivery
  - email invoices
  - PDF invoice customization
---

# Invoice Generation & Delivery

**Invoice Generation & Delivery in GAAPx** automatically drafts, reviews, and dispatches professional, compliant invoice documents to customers across email, customer portals, and AP networks.

:::info SCREENSHOT PLACEHOLDER: Invoice Preview & Dispatch Modal
**Location in App**: `App > Billing > Invoices > [Invoice ID]`  
**Visual Description**: Clean invoice viewer showing line items, calculated sales tax, remittance bank details, PDF preview, and "Send via Email" button.  
**Recommended Dimensions**: `1200 x 675`  
:::

---

## Invoice Generation Workflow

```mermaid
flowchart TD
  Schedule["Scheduled Trigger Date"] --> Draft["Auto-Create Draft Invoice"]
  Draft --> Tax["Calculate Sales Tax (Avalara/Stripe)"]
  Tax --> Approvals{"Requires Approval?"}
  Approvals -- "Yes" --> RevOps["RevOps Review & 1-Click Approval"]
  Approvals -- "No" --> Finalize["Finalize & Assign Invoice Number"]
  RevOps --> Finalize
  Finalize --> Dispatch["Dispatch via Email & AP Portal"]
  Finalize --> ERP["Post AR Debit to General Ledger"]
```

---

## Multi-Channel Delivery Options

* **Direct Email Delivery**: Branded PDF invoices sent with 1-click credit card and ACH payment links.
* **Customer Self-Service Portal**: Secure online view where customers can download historical invoices, update payment methods, and review active licenses.
* **AP Portal Automation**: Direct submission into enterprise AP systems (Coupa, Tipalti, Bill.com).