Introduction to Invoicing

The invoicing API enables you to create and send invoices as well as track outstanding invoices. Your customers can pay using their preferred payment method from any device on a secure
Cybersource
hosted website. Automated reminders are available to help you remind customers of upcoming due dates or overdue invoices. For more information, see Invoicing API.
You can customize your invoice payment page to display your brand logo and color, as well as add custom messages to your invoice emails. Shipping information and phone numbers can also be collected at the time of payment. For more information, see Invoice Settings API.
The invoicing API uses
Cybersource
's
Unified Checkout
to securely process payments so that you do not have to handle confidential payment data. Fraud and risk management tools are incorporated into
Unified Checkout
to prevent fraud and reduce chargebacks. For additional security, you can add payer authentication to your invoice payment processing. For more information, see Add Payer Authentication to Invoicing.
To quickly and easily create, send, and manage invoices from your Microsoft Outlook desktop application,
Cybersource
offers the Visa Invoicing Add-In. The add-in can be downloaded and installed from Microsoft's AppSource. For more information, see Add Invoicing Add-In to Outlook.
To receive notifications when an invoice is paid, sent, or cancelled, you can subscribe to invoicing webhook notifications. For more information, see Webhooks for Invoicing.
IMPORTANT
The merchant is responsible for complying with any legal and tax requirements when issuing invoices to clients.
Cybersource
does not certify that the invoicing tool meets any such client requirements.

Sandbox Testing

You can test invoicing API requests using the Invoicing API Reference in the
Cybersource
developer center.

Requirements

The Invoicing API requires a transaction MID account and API authentication before you can begin sending API messages to
Cybersource
. For more information, see the
REST Getting Started User Guide
.

Using the
Business Center

You can also create, process, and manage invoices using the
Business Center
. For information about how to access and use invoicing in the
Business Center
, see Manage Invoices Using the Business Center.

Configuring
Unified Checkout

Invoicing supports
Unified Checkout
, which enables you to accept numerous types of digital payments, such as Apple Pay,
Click to Pay
, and Google Pay.
For more information about enabling these digital payments using
Unified Checkout
, see the Enable Digital Payments section in the
Digital Accept Secure Integration Developer Guide
.

Tokenization for Merchant-Initiated Transactions

You can create
Token Management Service
(
TMS
) tokens from invoice transactions using Transaction Management in the
Business Center
.
IMPORTANT
If you create and use
TMS
tokens for merchant-initiated transactions (MITs), you must comply with the
Consent Agreement Provisions
as stated in the
Improving Authorization Management for Transactions with Stored Credentials
guide.