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A scenario for automatically issuing tax invoices when recurring payments occur, such as SaaS subscriptions or monthly services.

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Workflow

Register a certificate

Register your company’s certificate for standard issuance. You can register it directly on the Bolta web, or obtain a registration URL via the Retrieve Certificate Registration URL API.

Run recurring issuance

When the payment scheduler is triggered, call the Issue Tax Invoice API to issue a tax invoice. Using the Client-Reference-Id header helps prevent duplicate issuance. 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.

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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

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Implementation Tips

  • Integrate with your payment system’s scheduler to issue automatically when payment completes
  • Using the payment ID as the Client-Reference-Id makes idempotency and tracking easier
  • We recommend implementing retry logic when you receive an issuance-failure webhook