Download invoices
When a new invoice is finalized, Lago will automatically send a
webhook to notify you. It will also generate a PDF
file that you can download and send to your customer.
To download an invoice through the user interface:
- Click “Customers” in the side menu;
- Select a customer from the list;
- Open the “Invoices” tab;
- Click the ellipsis icon on the right of the invoice; and
- Click “Download invoice” to open the file in a new tab.
To download an invoice through the user interface:
- Click “Customers” in the side menu;
- Select a customer from the list;
- Open the “Invoices” tab;
- Click the ellipsis icon on the right of the invoice; and
- Click “Download invoice” to open the file in a new tab.
You can also download invoices via API (learn more).
How to modify the invoice template
Changes to the invoice template and new information about your organization do not affect existing invoices and only apply to future invoices.
Add information about your organization
You can modify some of the elements that are included in the PDF invoice, such as information about the organization, its logo and the footer.
To update your organization’s information and logo:
- Click “Settings” in the side menu;
- In the “Organization” tab, click “Edit” in the “Information” block;
- Choose a file to update the logo and fill out the form to update your organization’s information; and
- Click “Save information” to confirm.
For the logo, you can upload a JPG or PNG file with a maximum size of 800 KB.
Add a custom invoice section
A custom invoice section is an additional section displayed above the custom footer on an invoice. It allows you to set a title and include specific details (e.g. bank details). Custom invoice sections can be applied at the organization level, impacting all customer invoices, or set per customer for greater granularity.
To create an invoice custom section:
- Click “Settings” in the side menu;
- Open the “Invoice” tab;
- Click on “Add” in the “Invoice custom section block;
- Provide the necessary details, including the title and content.
- Click Preview to see how the section will appear on an invoice.
- Toggle the switch to apply the custom section to all customer invoices within the organization.
You can display multiple custom invoice sections on invoices. Note that they will be sorted alphabetically by the custom section name.
You can override the organization-level setting for specific customers by either assigning a different invoice custom section or deactivating the option for that customer. To do so:
- Click on a specific customer;
- Navigate to the Settings tab;
- Click on Edit in the Invoice custom section;
- Add a specific custom invoice section for the customer; or
- Choose to deactivate the invoice custom section for this customer.
- Click on a specific customer;
- Navigate to the Settings tab;
- Click on Edit in the Invoice custom section;
- Add a specific custom invoice section for the customer; or
- Choose to deactivate the invoice custom section for this customer.
Once the settings are updated, all newly finalized invoices for the organization or specific customer will reflect the changes.
Add a custom footer
A custom footer is a universal footer applied to all invoices and credit notes across all customers. It is typically used to display your company’s legal information or other standard details. If you need granularity per customer, please refer to the custom invoice section above.
To update the footer of the invoice:
- Click “Settings” in the side menu;
- Open the “Invoice” tab;
- Click on “Edit” in the “Invoice default footer” block;
- Enter your text (maximum 600 characters); and
- Click “Save information” to confirm.
Adding a custom footer via the user interface
To update the footer of the invoice:
- Click “Settings” in the side menu;
- Open the “Invoice” tab;
- Click on “Edit” in the “Invoice default footer” block;
- Enter your text (maximum 600 characters); and
- Click “Save information” to confirm.
Adding a custom footer via the user interface
You can update the customer footer of invoices by changing the invoice_footer in the billing_configuration object of your organization endpoint.
Translate invoices
To set the default language for documents:
- Click “Settings” in the side menu;
- Open the “Invoice” tab;
- Select “Edit” in the “Document language” block;
- Select your preferred language from the list; and
- Click “Edit language” to confirm.
The organization’s default language can be overwritten by the customer’s preferred language (learn more).
To set the default language for documents:
- Click “Settings” in the side menu;
- Open the “Invoice” tab;
- Select “Edit” in the “Document language” block;
- Select your preferred language from the list; and
- Click “Edit language” to confirm.
The organization’s default language can be overwritten by the customer’s preferred language (learn more).
You can update the customer footer of invoices by changing the document_locale in the billing_configuration object of your organization endpoint.
Please refer to the API documentation to see the list of supported languages.