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How do I create, send, & track invoices?
How do I create, send, & track invoices?
Daniel Freire avatar
Written by Daniel Freire
Updated over 2 years ago

You can do everything invoice-related under the Finances section. To set up your invoice preferences such as what's included on the invoices, tax options, notes, etc you can do this by going to Settings > Invoicing.

Before you begin check to make sure you've configured Invoice Settings.

STEP 1: Create Invoice

  • To view and create your client invoices, Go to Finances > Invoices

  • Click + to Create a New Invoice

  • Complete Information & Save

    • The invoice will automatically appear on the next screen

  • If you are charging the client right away, Click Assign a Payment

  • Click New Payment to take a new payment for this invoice. Click Existing Payment if you want to apply a recent payment towards this invoice.

STEP 3: Send Receipt

  • Once you have generated the invoice, you can download, print or email it to your member

STEP 4: Tracking your Invoices

  • Go to Finances > Invoices for an overview of all invoices and their status

  • Go to Members > Select Member > Finances > Invoices to view all invoices for a specific member

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