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How to issue an invoice

Contents:



How to issue an invoice

Everything you need to know about invoicing.


When can I issue an invoice


In WodGuru, invoices can be issued for every transaction, for example:


  • extending membership
  • selling products


Who I can issue the invoice to


You can issue the invoice to every member that has invoice details added to his profile.

A member can add the invoice details to his profile himself, or you can do it by editing his profile.


How to add invoice details to the member's profile


There are two ways:


  • The member can add them himself in his app (My profile tab)


  1. First click on my profile



  1. Find "add invoice details"



  • Invoice details can be added by gym crew. ( Members -> Select the member -> Edit his profile)


How to delete invoice details from the member's profile?


Sometimes, you are issuing invoice by the third party system. And it's okay, we understand that!


Sometimes tho, there are situations when your member adds invoice details by themself. You cannot have two invoices issued, so we came with an option for you to delete them, if needed 😉



How to issue the invoice for extending membership


When we extend membership to a member with invoice details added, in the end, we will see:



We just have to click the invoice button.


How to issue an invoice for selling a product


It this case, it looks similar. We have to remember to choose a member who we sell the product to.


The cart before we choose the buyer:



After we choose the buyer:



Now we have to choose a payment method. In the end, we will see:



We click Invoice.


How to find the invoice that was already created?


When you click the invoice button, an email with the invoice is sent to the member.


To download the invoice, you have to go to the Transactions tab. You have to find the transaction and click the settings:



There is an option to download the invoice.


What the sale was already registered but:


  • I forgot about the invoice
  • The member didn't have invoice details added
  • anything else


As long as the member is assigned to the transaction, you can easily add the invoice details and generate the invoice later, like this:



How to change the invoice data?


1. Changing member's invoice details


Unfortunately you cannot do it directly on the invoice.


So what you need to do here is:


  1. Change the member's invoice data in his profile.
  2. Go to Reports > Transactions.
  3. Click on the 3 dots next to a transaction.
  4. Click "Change transaction date"
  5. Don't change the date. Just save, and the system will generate new invoice with changed data


2. Changing transaction date


  1. Go to Reports > Transactions
  2. Click on the 3 dots next to a transaction
  3. Click "Change transaction date"
  4. Choose the date



  1. Save


And done.


3. Changing invoice titles


  1. Go to Reports > Transactions
  2. Click on the 3 dots next to a transaction
  3. Click "Change invoice titles"
  4. Set new title



  1. Save


And done!


Updated on: 23/01/2025