> For the complete documentation index, see [llms.txt](https://docs.pakk.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.pakk.io/websites/checkout/invoice-options.md). # Invoice Options Offer customers the option to get an invoice If `offer invoice option` is set, then customers will be asked if they require an invoice at the ‘Billing’ section of the checkout and will be presented with a field where they can enter their tax reference number. You can decide whether tax number entry is optional or required with the `require tax number on invoices` configuration. You should note, however, that this setup has nothing to do with whether customers will be offered the chance to actually pay by invoice - that is controlled purely by your ‘payment method’ setup. If you want to offer customers the chance to ‘pay later’ (pay by invoice), then you need to set up one or more payment methods that are of the ‘invoice flow’ type and make them either generally available on your site, or attach them to specific customers. The `offer invoice option` merely controls the billing flow of the order after it is placed. In normal circumstances, for an order that is say, being paid for by card, the order will be billed as a ‘cash sale’, thereby generating a simple ‘receipt’ document for the customer. Some customers may, however, need a full, formal tax invoice in order to reclaim their expenses. If you’ve selected the `offer invoice option` such customers would be able to enter their tax number and the order would then be billed as an ‘Invoice’, generating an ‘invoice’ document to be sent to the customer. Note, that payment would still be made and applied immediately as the customer checked out just as if they hadn’t chosen to get an invoice, so the invoice, once received by the customer, will show as paid. > You should note that even if you don’t offer invoices at the checkout, you can still manually promote cash sales to invoices in the admin panel after the order has been placed. This is useful for when customers contact you after ordering and ask for an invoice. You should also note that if the customer DOES NOT choose the ‘require invoice\` option when checking out, but then goes on to select an ‘invoice flow’ type payment method (i.e. a payment method like Bank Transfer, that allows them to pay later), they will automatically be asked for their tax number (again, you can control whether it is optional or required) and billing will be as an ‘invoice’ not a ‘cash sale’. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.pakk.io/websites/checkout/invoice-options.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.