Invoices, payments and finance
Billing combines invoices, transactions, gateways, tax, currency and recurring service dates. Use invoice and gateway records together when investigating a payment.
Verified against the current LucidCP interface
01
Procedure
Step-by-step
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01
Configure a gateway
Open Invoices → Payment Methods, enable the provider and enter credentials in its configuration form.
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02
Set currencies and tax
Create supported currencies, choose the default and apply tax rules that match the business jurisdiction.
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03
Review an invoice
Check line items, due date, customer, status and linked transactions.
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04
Reconcile payment
Match the provider reference and amount to the LucidCP transaction before manually marking anything paid.
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05
Monitor recurring billing
Use automation logs to verify invoice generation, reminders, suspension and renewal tasks.
02
Checklist
Best practices
- Use test or sandbox gateway credentials before going live.
- A gateway callback should be idempotent: repeated callbacks must not duplicate payment.
