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How to Create an Invoice
Victoria C avatar
Written by Victoria C
Updated over a month ago

This feature is by request only and only available to gyms and studios.

Step 1 Go to Finances > Invoices

Step 2 Click Create an Invoice

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Step 3 Fill in the Details

  1. Enter a Name for the Invoice

  2. Add who it is going to

    • Note: The person receiving the invoice must already. be a client in the system. To add a client please reference this article.

  3. Add a due date

  4. Click Next

Step 4 Add Items to Charge

  1. Enter the name of the item to bill

    • Enter a quantity

    • Enter a price per item

  2. Click "Add Item" if you need to bill for another item

  3. Choose Payment Method

    • Card: This payment method has a 2.5% fee in addition to normal transaction fees

    • ACH: This payment method only has a 2.5% fee

    • Note: After you send the invoice, you cannot edit the payment metho

  4. Click Next

Step 5 Add a Footer

  1. You can add up to 2,000 characters

  2. To format the footer use Google Docs or MS Word and copy and paste into the footer

  3. You can add hyperlinks

  4. You cannot add media

  5. Click Next

Step 6 Review the Invoice

Step 7 Click Create > Then Send Invoice

  1. Refresh the Page once complete

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The client will receive an email from Stripe with your Studio name and a button to collect payment. Once paid, the invoice status will update in your dash and you'll see the payout on your payments report.

After you send an invoice, you can duplicate or cancel it by clicking the 3 dots.

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