Issue a one-off invoice
Updated this week

Your app offers both automated invoicing through subscriptions and the ability to create and send one-off invoices manually. You may need to issue one-off invoices in the following cases:

  • To manually charge your customers for any additional products or services they consume.

  • To accept a payment for a booking or any other service with a direct debit (available via Stripe).

Before issuing the invoice, ensure you enable invoicing in your location.

If you need to send the invoices automatically regularly, create a subscription.

Create a one-off invoice

You can send one-off invoices to:

  • Members (Locations > Community)

  • Nonmembers (Locations > Community > Nonmembers)

When invoicing nonmember companies, you are responsible for sending the PDF as they do not contain users.

To create a one-off invoice, follow these steps:

  1. Select a member or a nonmember.

  2. Go to Invoices > press Create Invoice top right and confirm your choice.

  3. Tap Create Item and specify the name, unit price, custom tax rate (if needed), and quantity > Create.

Manually created invoices use today's date and the following available sequence number.

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

Issue a one-off invoice

To issue the invoice, create an item and press Issue. If a user has added a default payment method, then you'll see Issue and charge button and can charge for the full invoice amount right away.

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