Topup Invoice
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Table of Contents
1. What is a Topup invoice?
This is the invoice that you issue to your customer to top up their balance.
2. How to handle a Topup invoice?
Create a Topup invoice
In order to create a Topup invoice, please follow the steps below:
- Go to the Invoice app
- Select Invoices tab
- Click + Create Invoice
- Choose Topup
- Fill in the necessary information:
- Name
- Billing to
- Topup amount
- Create Invoice
![](https://d2x3xhvgiqkx42.cloudfront.net/c94ab348-5fb1-4c1d-89b1-fa79e3e916d0/81ec6e6f-2b1b-45dc-9193-b23c4a10d966/2021/10/15/96155e75-2e69-4117-a8fb-a7d82dbaa8a0/f207cda0-45a9-4f3d-a1bf-be0cbe1d5815.gif)
Allocate payment to a Topup invoice
- You need to add a payment to the customer account from Finance app.
- Allocate the payment to the appropriate invoice(s):
- At Finance app
- At Invoice app:
- Select a particular invoice
- Click on 3 dots icon
- Choose Payment
- Select the appropriate payment
- Allocate
![](https://d2x3xhvgiqkx42.cloudfront.net/c94ab348-5fb1-4c1d-89b1-fa79e3e916d0/81ec6e6f-2b1b-45dc-9193-b23c4a10d966/2021/10/15/5f122e1f-348a-479a-baea-7c4bd392c6fe/382fc3a5-86c6-4835-82f3-ecc48b561ce3.gif)
NOTES
- The topped up payment has not been spent on any transactions yet (e.g. call, sms...), can be removed.
- Topup invoice that needs to be allocated payment must be sent/marked as sent already.
Provision a Topup invoice
When the top-up invoice is allocated a payment, it is being provisioned.
(e.g, when you allocate $100 to a top-up invoice of user A, the balance of user A will increase by $100 and the top-up invoice becomes provisioned and will be marked as paid)
Void a Topup invoice
As long as the top-up invoice is NOT allocated (or provisioned) & still Awaiting Payment, it can be voided. No credit note is required.
![](https://d2x3xhvgiqkx42.cloudfront.net/c94ab348-5fb1-4c1d-89b1-fa79e3e916d0/81ec6e6f-2b1b-45dc-9193-b23c4a10d966/2021/10/15/2a1b7f25-db7d-49ea-8b9c-15359a6958d0/d45f3b2e-a03d-429c-9507-d6116e2d3ba2.gif)