Streamline how your team creates and manages invoices. This page covers the Invoice app settings in PCE — defaults for invoice/recurring, tax catalog, and discounts — so you can set consistent rules and reduce setup time.

Prerequisites and Limitations

• Prerequisites: Invoice app installed, API credentials, and a merchant enabled for card and/or ACH.
• Limitations: Tender types, ACH, and notification channels may vary by gateway and region. Tax and discount behavior depends on your configured categories and approval rules.

Settings Overview

The Invoice app exposes three areas:

Where to find it: In Settings, select the Invoice tile. Tabs at the top separate Invoice and Recurring options.

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Invoice Tab

Invoice settings are organized into three sections.

Default Terms

Default payment terms appear on every new invoice; you can override them when creating an invoice.

Sending Invoices (Click‑to‑Pay)

Enable a pay link on sent invoices so customers can settle balances online. Use the Yes/No toggle to include a payment link and choose which tender types are allowed (card and/or ACH). You can override the default per invoice.

Reminder Notifications

Send automatic reminders before due dates and after invoices become past due.

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Recurring Tab

Recurring settings define defaults for subscriptions billed on a schedule.

Send Customer Authorization

Set your default for requiring customers to authorize a recurring charge before activation. This is a default only — you can change it per contract.

Schedule Defaults

Choose the most common billing frequency to speed up contract setup. This default can be changed on any contract.

Recurring Plan Templates

Create templates for frequently used recurring plans to prefill schedule, items, taxes, and terms.

Template Fields

Create a template: Select + Add Plan, complete the fields, then Save.

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Sales Tax

Manage the tax catalog used by invoices and recurring plans. In Settings, select the Sales Tax tile (near the bottom of the page).

What You’ll See

Create a New Tax Rate

View and Edit a Tax Rate

Select a tax name to open details. Edit fields as needed and select Save to apply changes.

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Discounts

Configure discount rules for items, orders, tags, and collections.

What You’ll See

Create a New Discount

Search and Filter

Use the search box to find discounts by name. Open the filter panel to select criteria and select Apply. To reset, choose Default and Apply. Use Save as Default to keep your preferred filters for next time.

View and Edit a Discount

Select a discount name to view details in a pop‑up. Make changes and select Save to apply them.

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PCE MX Invoice lets you create professional invoices and collect payments fast through a secure pay link. Choose a customer, add line items, enable card and/or ACH, and send. Customers receive an email (and optionally SMS) with a link to view and pay. A receipt is issued automatically on successful payment.

Prerequisites & Limitations

• Prerequisites: API credentials, a live or sandbox merchant (merchantId), and at least one configured payment method (card and/or ACH).
• Limitations: Taxes are applied at line level via taxes or taxCategory. Invoice-level isTaxExempt overrides taxes where permitted. Discount stacking depends on isExclusive. ACH availability is region/gateway dependent.

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MX Invoice — End-to-End Workflow

Step 0 — Gather prerequisites

• Your merchantId (sandbox or live).
• A Customer (ID or full object ready to include).
• Optional: tax and tax category IDs (or fetch them in Step 2).
• Decide payment options: allowCreditCard, allowACH, isClick2PayEnabled.

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Step 1 — (Optional) Look up taxes and categories

If you don’t already know which Tax or TaxCategory to use, fetch them now and keep the IDs handy for line items.

Get Tax and Tax Category Information

If you don’t know the tax or tax category IDs, fetch them first.

GET https://api.mxmerchant.com/checkout/v3/tax?merchantId={{merchantId}}

Request Parameter

Response Fields

Tip: Prefer setting a taxCategory on each line item. Use explicit taxes[] to target a specific tax ID. Set isTaxExempt at the invoice or customer level where allowed.

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Step 2 — Build your line items (PurchaseItem[])

Create at least one line item. Add taxes and/or a tax category if applicable. Add item-level discounts here if needed.

PurchaseItem (Line Item)

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Step 3 — Apply discounts (optional)

Decide whether the discount applies to a single item (put it on that item) or to the whole invoice (add at the top level).

Item-Level Discount

Applies a 23% discount to a specific line item using the discounts[] array at item level.

Order-Level Discount

Applies a 15% discount to the entire invoice via the discounts[] array at the top level.

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Step 4 — Assemble the invoice body

Set top-level fields, attach your purchases[] and customer, and choose payment options and terms.

Top-Level Body Fields

Address

Customer

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Step 5 — Create the invoice

Call the endpoint. Use echo=true during testing to get the object back immediately.

Create Invoice

POST https://sandbox.api.mxmerchant.com/checkout/v3/invoice?echo=true

Use this endpoint to create a new invoice with optional click-to-pay functionality.

Query Parameter

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Step 6 — Send the receipt (email and/or SMS)

When the invoice is created, trigger customer notification(s).

Send Invoice Receipt

Send a copy of the invoice receipt via email and/or SMS.

POST https://sandbox.api.mxmerchant.com/checkout/v3/invoicereceipt?id={{invoiceId}}&contact={{email}}%2C{{phoneNumber}}

Parameters

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Step 7 — Reconcile & verify (post-conditions)

• Store the invoice ID and status (Unpaid, Paid, or Void) plus any payment/receipt events.
• Confirm taxes and discounts applied match business rules.
• If using Click-to-Pay, open the invoice URL and verify the customer experience (card/ACH options, due date, memo, totals).

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Reference Objects

(unchanged from your source; included above where needed)

• Discount
• Tax
• TaxCategory
• Address
• Customer

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See Also

• Activation Video — PCE MX Invoice