How Invoices Are Generated
Introzy generates invoices based on the fee plans assigned to your opportunities. An invoice is created when a billing cycle closes for a given Solution Provider (SP).
There are two paths to invoice generation:
Automatic generation — Invoices are created automatically at the end of each billing period based on active fee plans and opportunity activity. The billing day and frequency (monthly, quarterly, etc.) are set in the contact's billing configuration.
Manual generation — Marketplace admins can create a one-off invoice manually for a Solution Provider. This is useful for custom billing scenarios or adjustments outside of the normal cycle.
Note: Invoices can only be generated for Solution Providers who have an active fee plan assigned. If a fee plan hasn't been set up yet, navigate to Finance > Fee Plans to create one first.
Viewing and Managing Invoices
To access your invoices, go to Finance > Invoices from the left navigation menu.
The invoice list shows all invoices across your Solution Providers with the following columns:
Column | Description |
Invoice # | Auto-generated invoice identifier |
Solution Provider | The SP the invoice is billed to |
Period | The billing period the invoice covers |
Amount Due | Total amount calculated from fee plan terms |
Status | Current status (see below) |
Due Date | Payment due date |
Created | Date the invoice was generated |
Invoice Statuses
Draft — Invoice has been created but not yet sent or finalized.
Open — Invoice has been issued and is awaiting payment.
Paid — Payment has been received and recorded.
Void — Invoice was canceled and is no longer active.
Past Due — Invoice has not been paid by the due date.
Creating a Manual Invoice
Go to Finance > Invoices.
Click + New Invoice in the top right.
Select the Solution Provider from the dropdown.
Choose the billing period the invoice should cover.
Review the line items auto-populated from the SP's active fee plan.
Add or adjust any line items as needed.
Set the due date.
Click Save as Draft to hold for review, or Send Invoice to issue it immediately.
Tip: If Stripe is connected to your account, invoices sent through Introzy will appear in your Stripe dashboard automatically. Stripe handles payment collection and will send the invoice PDF to the SP's email on file.
Understanding Invoice Line Items
Each invoice line item corresponds to a fee event from the billing period — typically a closed or active referral opportunity. Line items show:
The opportunity name the fee is associated with
The fee type (flat rate, percentage of deal value, per-convert, etc.)
The calculated amount for that line item
If an SP's fee plan uses a tiered structure, the line items will reflect the applicable tier rate based on activity volume during the period.
Approving or Flagging an Invoice
Admins can review invoices before they are finalized. On any invoice in Open or Draft status:
Click Approve to confirm the invoice is accurate and ready for payment.
Click Flag for Review to mark the invoice as needing attention (e.g., a discrepancy was found).
Click Request Changes to notify the SP that updates are needed before the invoice can be processed.
Important: If an invoice has a significant variance from the prior period (e.g., a large change in amount), review the underlying opportunities before approving. Discrepancies can often be traced to stale opportunity statuses on the SP's side.
Voiding an Invoice
To cancel an invoice that was created in error:
Open the invoice.
Click the ⋯ (more options) menu.
Select Void Invoice.
Confirm the action.
Voided invoices remain in your invoice history for audit purposes but are excluded from accounts receivable totals.
Frequently Asked Questions
Can a Solution Provider see their own invoices? Yes. SPs who log into Introzy can view invoices addressed to them from the Finance section of their account.
Why is an invoice showing $0? A $0 invoice is generated when a billing cycle closes but no qualifying activity occurred during the period. This is expected behavior and confirms the cycle was processed.
Can I edit an invoice after it's been sent? Sent invoices cannot be edited directly. Void the existing invoice and create a corrected one if changes are needed after sending.
My invoice amount doesn't match what I expected — what should I check? Start by reviewing the fee plan assigned to the SP and verifying the opportunity statuses for the billing period. Stale or incorrectly closed opportunities are the most common cause of invoice discrepancies.