Workflow
Register the issuer
Register your company with the Register Issuer API and save the returned
issuerId.Register a certificate
Register your company’s certificate for standard issuance. You can register it directly on the Bolta web or use
issuerId with the Retrieve Issuer Certificate Registration URL API.Run recurring issuance
When the payment scheduler is triggered, call the Issue Tax Invoice API. Combine the payment ID and attempt number in
Bolta-Client-Reference-Id to reject duplicate calls for the same issuance attempt and track its status. For details, see the Authentication Guide.Receive the issuance-complete webhook
Once issuance is complete, a notification containing
taxInvoiceUrl is sent via webhook.Issuance-complete email
An email notifying the subscriber that a tax invoice has been received is sent automatically.
Retrieve the tax invoice (optional)
Check the issuance result with the Retrieve Tax Invoice API or the Retrieve Tax Invoice by Client Reference API.
When It Fits
- When a SaaS subscription service bills automatically on a monthly/annual basis
- When recurring transactions occur, such as regular deliveries or maintenance contracts
- When scheduler-based automatic issuance is needed
Implementation Tips
- Integrate with your payment system’s scheduler to issue automatically when payment completes
- Combine the payment ID and attempt number into a unique
Bolta-Client-Reference-Idto prevent duplicate issuance and track requests - If no response arrives, check the accepted request with the client reference status API instead of resending it
- Use a new
Bolta-Client-Reference-Idwhen submitting a new issuance after an issuance-failure webhook