Invoice Headers

Invoice Headers store the billing information that appears on your invoices. Before you can apply for an invoice, you must have at least one invoice header configured. You can create multiple headers for different entities or purposes.

Overview

Invoice headers contain the legal and financial details required to issue an invoice, such as the invoice title, tax identification number, and bank information. You can manage all your headers from a single page, set a default, and edit or delete existing entries.

Prerequisites

• You must be logged in to the Wuliang AI Open Platform console.

Access the Invoice Header Management Page

1. Log in to the Wuliang AI Open Platform console.

2. In the left sidebar, click Finance to expand the menu.

3. Select Invoice.

4. On the Invoice page, click Manage Invoice Headers (or the gear/settings icon near the invoice header selector).

Invoice Header Types

The platform supports three types of invoice headers:

Type	Description	Required Fields
Personal General	For individual users. Requires only the invoice title.	Invoice title
Enterprise General	For companies requesting a standard VAT invoice.	Invoice title, tax number, bank info, registered address and phone
Enterprise Special	For companies requesting a special VAT invoice.	Invoice title, tax number, bank info, registered address and phone

Add an Invoice Header

Open the Add Form

1. On the Manage Invoice Headers page, click the Add button.

Select the Header Type

1. Choose the appropriate type from the dropdown: Personal General, Enterprise General, or Enterprise Special.

Fill in the Required Fields

For All Types

1. Invoice Title — Enter the name that will appear on the invoice. For individuals, this is your legal name. For enterprises, this is the registered company name.

For Enterprise Types (General and Special)

2. Tax Number — Enter the company's unified social credit code or tax identification number.

3. Bank Information — Enter the company's bank name and account number.

4. Registered Address — Enter the company's registered business address.

5. Registered Phone — Enter the company's registered phone number.

Set the Receiving Email

1. Receiving Email — Enter the email address where invoices using this header will be delivered.

Save the Header

1. Review all the information for accuracy.

2. Click Save to create the invoice header.

Edit an Invoice Header

1. Find the header you want to modify in the list.

2. Click the Edit button in the actions column.

3. Update the fields as needed.

4. Click Save to apply the changes.

Delete an Invoice Header

1. Find the header you want to remove in the list.

2. Click the Delete button in the actions column.

3. Confirm the deletion in the dialog that appears.

Warning: Deleting an invoice header cannot be undone. Make sure no pending invoice requests use this header before deleting it.

Set a Default Invoice Header

If you have multiple invoice headers, you can set one as the default. The default header will be pre-selected when you apply for an invoice.

1. Find the header you want to set as default.

2. Click the Set as Default button or toggle.

Notes

• You can create multiple invoice headers for different business entities.
• The default header is automatically selected when applying for an invoice, but you can always choose a different one.
• Enterprise invoice headers require a valid tax identification number. Double-check the number before saving to avoid invoice rejections.
• Only headers that are not associated with pending invoice requests can be deleted.

Related Documentation

• Apply for Invoice — Request an invoice for your transactions.
• Top Up — Add funds to your account.
• Bills & Details — View monthly bills and detailed fee breakdowns.