Creating Invoices
Generate and send invoices to your members.
Creating an Invoice
- Go to Billing > Invoices
- Click New Invoice
- Select the member
- Add line items:
- Membership fees
- Event fees
- Store purchases
- Custom items
- Set due date
- Preview and send
Invoice Details
Each invoice includes:
- Invoice number (auto-generated)
- Member details
- Club details and logo
- Line items with descriptions
- Subtotal, VAT, and total
- Payment instructions
- Due date
Sending Invoices
Options for delivery:
- Email: Send with payment link
- Print: Generate PDF for mailing
- Download: Save for records
Invoice Status
| Status | Description |
|---|---|
| Draft | Not yet sent |
| Sent | Delivered to member |
| Viewed | Member has opened it |
| Paid | Payment received |
| Partial | Partially paid |
| Overdue | Past due date |
| Cancelled | Voided invoice |
Automatic Invoicing
Set up recurring invoices:
- Go to Settings > Billing
- Configure billing cycles
- Set invoice generation date
- Enable automatic sending