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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 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. See the Authentication Guide.

Receive the issuance-complete webhook

Once issuance is complete, Bolta sends a webhook notification containing taxInvoiceUrl.

Issuance-complete email

Bolta automatically emails the subscriber to announce receipt of the tax invoice.

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
  • If no response arrives, check the accepted request with the client reference status API instead of resending it
  • Use a new Bolta-Client-Reference-Id when submitting a new issuance after an issuance-failure webhook