For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/guides/invoices.md.
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      • How do I issue invoices for my sales?

      Invoices are issued by an external provider connected to Clickmax: the sale happens here and the data goes on to the system that issues the document.

      Before you start

      • Role: Owner or Admin.
      • Talk to your accountant before you configure anything. Tax regime, service code and rate are their decisions, not the platform's.
      • You need an active account with the provider you choose.

      1. Agree the rules with your accountant

      Before any configuration, be clear on: which sales require an invoice, when to issue it (at the sale or at the payout), which service code applies, and what to do in the event of a refund.

      Configuring before that is settled tends to produce wrong invoices — which are far more work to cancel than to issue correctly.

      2. Connect the provider

      Set the integration up in Integrations, under Invoice Management in Explore Integrations. These cards send events out to the other platform: "Send sales data to manage your invoices more easily".

      3. Tie issuing to your sales

      The trigger for issuing is the confirmed sale — the integration listens for events such as Purchase made, Purchase canceled and Refund made. The buyer's details come from the checkout, which is why the fields the invoice requires have to be collected at the point of purchase, not afterwards.

      4. Handle the special cases

      • Refund — the invoice already issued has to be cancelled, following your accountant's rule.
      • Subscription — it produces a charge every month, and normally one invoice per charge.
      • Commissions — affiliates and co-producers have obligations of their own; agree who issues what.

      5. Test before you scale

      Issue an invoice from a real sale and check it with your accountant before leaving it running.

      If it didn't work

      • No invoice was issued: check the connection to the provider, and whether the required data was collected at the checkout.
      • Buyer details are missing: add the necessary fields to the checkout.
      • The invoice came out with the wrong amount: with your accountant, review whether commissions and fees should form part of the base.