In this article
🔥 Quick Summary
Nas.io automatically creates a standard invoice for every successful paid transaction.
Automatic: No manual creation required.
Format: Fixed PDF receipts (cannot be edited or customized).
Access: Business owners can download PDF invoices. Members can view billing history but cannot download the invoices themselves.
Use Case: Good for record-keeping and basic reimbursement; may not be sufficient for complex tax compliance (VAT/GST).
📄 How Invoices Work on Nas.io
Invoices are system-generated immediately when a payment is successful.
Zero Setup: You do not need to enable settings or install tools.
Trigger: If a payment succeeds, an invoice is created.
Exceptions: Failed or pending payments do not generate invoices.
📍 Where to Find Invoices (For You & Your Members)
For Business Owners (You)
You can download official PDF invoices for any sale.
Steps:
Go to Dashboard → Money → Transactions
Click on any successful transaction line.
Click Download Invoice. ✅ Best for: Your internal accounting or sending to members upon request.
For Your Members
Important: Members do not receive a downloadable PDF invoice automatically. They typically receive a billing history view only. Steps for Members:
They go to Settings → Memberships → Billing History.
They can see the date, amount, and product name.
💡 Management Tip: If a corporate client or member requests a PDF invoice for reimbursement, they must contact you. You will need to download it from your dashboard or generate an invoice from your business and email it to them manually.
📥 Downloading Invoices & Bulk Options
Can I download PDF invoices in bulk? No. PDF invoices can currently only be downloaded one transaction at a time.
🧾 What Information Is Included? (And What Is Not)
Nas.io invoices are standardized receipts.
✅ Included Details:
Business Name (Your Community Name)
Product / Service Name
Amount Paid & Discounts (if applicable)
Transaction Date & Reference ID
❌ NOT Included / Customizable:
No Logos: You cannot add your custom business logo.
No Tax IDs: You cannot add your VAT, GST, or Business Registration Number.
No Address Editing: You cannot add a specific billing address footer.
Note: Invoices reflect the exact data at the moment of checkout and cannot be edited later.
🌍 Taxes, Compliance & Refund Handling
Is this a Tax Invoice?
Nas.io invoices are payment receipts, not guaranteed tax invoices. Because they lack customizable fields for Buyer/Seller Tax IDs, they may not meet strict B2B tax invoice requirements in countries with VAT or GST regimes (e.g., EU, UK, India).
Recommendation: If you require strict tax compliance invoices, we recommend using an external accounting tool to generate tax invoices.
What Happens During a Refund?
The Original Invoice: Remains unchanged in the system. Nas.io does not generate a "Credit Note" or modify the original PDF.
The Refund Record: The refund is recorded as a separate line item in your Transaction History as a negative value or reversal.
📝 In Summary
Nas.io provides a simple, automated invoicing solution for record-keeping.
Owners: Download PDFs individually.
Members: View Billing History only (must contact you for PDFs).
Limitations: Invoices are fixed receipts. They cannot be customized with logos or Tax IDs. For strict tax compliance, use external software.
❓ Frequently Asked Questions (FAQs)
Q: Can I edit an invoice to add my VAT number?
A: No. Invoices are system-generated and fixed. To issue a VAT-compliant invoice, you must create one externally using your accounting software.Q: Can I automate sending PDFs to members?
A: Not currently. Members must request them from you, and you must send them manually.Q: Do invoices show the breakdown of fees?
A: No. The invoice shows the Total Amount Paid by the member.Q: Can I generate an invoice for a failed payment?
A: No. Invoices are only created for successful captures of funds.Q: What happens if I change my Business Name? Do old invoices update?
A: No. Old invoices retain the business name that was active at the time of the transaction. Only future invoices will show the new name.Q: What is the difference between a Receipt and an Invoice?
A:
Receipt (Proof of Payment): A simple confirmation that money was transferred. It is emailed automatically and is useful for personal record-keeping.
Invoice (Tax Document): A formal legal document that breaks down the specific taxes paid (GST). You generally only need this if you are a registered business claiming Input Tax Credit (ITC).
Tip: If you just need to track your spending, the Receipt is enough. If you are filing taxes for your company, you need the Invoice.
🤝 Need extra help? Work with a Nas.io Expert
We’ve handpicked a group of vetted Nas.io Experts, each with their own specialty, to help your business grow faster, from business setup and landing page design to creating high-converting marketing content and more.
Explore available experts here:
💬Contact Support
If you have questions or need help, you can:
Use the chat widget inside the platform (bottom right corner) or whatsapp
Email us at help@nas.io