Configure invoicing
Updated this week

Your app allows sending invoices to members, company managers, and nonmembers online.

You can also check all requirements for configuring invoicing in our YouTube video.

To enable the invoicing in the specific location, do the following:

  1. Go to Locations > Settings page by pressing the "Settings" icon next to the location's name > General.

  2. Enable the "Invoicing" switch.

  3. Fill in the "Billing Details" and "Bank Account" fields.

Your billing details and bank account details will appear on all receipts and invoices of app users.

4. Specify the "Payment Due" and your app will automatically count the invoice due date.
5. Select the desired value for the "Billing cycle anchor" field:

  • If "Subscription start date" is selected, all users' subscriptions renew and invoices are issued on different dates each month based on when users subscribed.

  • If "First day of the month" is selected, all users' subscriptions renew, and invoices are issued on the first day of the month, regardless of when they subscribed. The invoice proration applies to the first subscription period for all users.

6. Configure the taxes if necessary.

Administrators can customize the payment Due Date on the draft invoices if necessary. Manage invoice due date


Why do some users not receive invoices automatically?

There are a few reasons why members might not receive their invoices:

1. There could be an issue with their email address. Sometimes, the invoice might not be delivered due to spam filters or if the email address needs to be corrected.

2. It's possible that the member received the invoice, but it ended up in their spam folder. Encourage them to check their spam folder for any missed invoices.

3. The "Auto-Invoice" option might be turned off for the member. This means that invoices are not generated automatically for them.

4. If the invoice was sent to the company, it's essential to ensure that a company manager has been selected. If no company manager is appointed, the invoice is generated but doesn't arrive to anyone.

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