Documentation — Lexora Billing

Introduction

Lexora Billing Is A Comprehensive B2B SaaS Platform Designed To Automate Invoicing, Streamline Subscription Management, And Facilitate Secure Payments For Hardware And Software Agencies.

Before You Begin

Ensure You Have Created An Admin Account And Have Your Business Information (Tax IDs, Corporate Addresses) Ready For Configuration. You Will Need These To Generate Legally Compliant Invoices.

Quick Start Guide

Follow These Core Steps To Generate Your Very First Invoice And Start Getting Paid Instantly.

Configure Your Company Profile

Navigate To Settings Then Select Company Profile. Upload Your High-Resolution Logo, Set Your Default Operational Currency, And Input Your Tax Identification Number.

Add A Payment Gateway

Go To Settings > Integrations. Connect Your Stripe Or PayHere Account Using Your Secure Publishable And Secret Keys.

.env Example Configuration


                                            STRIPE_PUBLIC_KEY="pk_test_51NX123456789..."
                                            STRIPE_SECRET_KEY="sk_test_51NX123456789..."
                                            STRIPE_WEBHOOK_SECRET="whsec_8a7b6c5d4e..."

Create The Invoice

Navigate To Invoices On The Sidebar, Click New Invoice. Select Your Client, Add Necessary Line Items, Apply Any Taxes, And Finally Click Send To Client.

System Requirements

Supported Browsers

Lexora Billing Is Optimized For Modern Web Browsers. We Officially Support The Latest Versions Of Google Chrome, Mozilla Firefox, Apple Safari, And Microsoft Edge. Internet Explorer Is Not Supported.

Managing Workspaces

Lexora Allows You To Manage Multiple Business Entities Under A Single Master Account Through The Use Of Workspaces.

Creating A New Workspace

Locate The Workspace Switcher In The Top Left Corner Of Your Dashboard.
Click The Dropdown Arrow And Select Add Workspace.
Fill In The Legal Business Name And Registration Details For The New Entity.
Each Workspace Maintains Separate Clients, Invoices, And Payment Gateways To Ensure Complete Financial Isolation.

Creating Invoices

The Invoice Generator Is The Core Of Lexora Billing, Allowing You To Dispatch Professional Billing Requests In Seconds.

Pro Tip: Save Drafts

You Do Not Have To Send An Invoice Immediately. By Clicking Save As Draft, The Invoice Is Kept Safely In Your Dashboard So You Can Edit Line Items Later Without Alerting The Client.

Recurring Subscriptions

Automate Your Retainers And Long-Term Contracts By Setting Up Recurring Billing Schedules.

Supported Billing Intervals

Weekly: Billed Every 7 Days.
Monthly: Billed On The Same Calendar Date Every Month.
Quarterly: Billed Every 3 Months.
Annually: Billed Once Per Year.

Payment Gateways

Securely Connect And Authorize Global Payments Utilizing Verified Processors. We Currently Support Seamless Integrations With Stripe And PayHere.

To Setup Webhooks For Automatic Payment Verification, Navigate To Your Stripe Dashboard, Proceed To Developers > Webhooks, And Add Your Unique Lexora Endpoint URL Found In Your Account Settings.

Team & Roles

Configure Granular Role-Based Access Control For Your Accounting And Sales Departments.

Role Title	Permission Level Scope
Workspace Owner	Unrestricted Access. Can Modify Billing Settings, API Keys, And Delete The Workspace Entirely.
Finance Manager	Can Create, Edit, And Send Invoices. Can View Revenue Reports But Cannot Access API Keys.
Sales Agent	Can Draft Invoices And View Client Lists, But Cannot Finalize Or Send Invoices Without Manager Approval.
Read-Only Viewer	Can View Dashboards And Reports For Auditing Purposes. Cannot Modify Any Data.

Tax Configuration

Manage Inclusive And Exclusive Tax Rates For Different Geographic Client Jurisdictions.

By Default, All Taxes Created In Lexora Are Exclusive, Meaning The Tax Percentage Is Added On Top Of The Invoice Subtotal. If You Operate In A Region Utilizing VAT Or GST Where Prices Are Displayed With Tax Included, You May Toggle The Tax Setting To Inclusive Under Settings > Financial.