How to issue an invoice
Contents:
Introduction
When can you issue an invoice
Who can you issue the invoice to
How to add invoice details to the members profile
How to delete invoice details from the member's profile
How to issue the invoice for extending membership
How to issue an invoice for selling a product
How to find the invoice that was already created
Everything you need to know about invoicing.
In WodGuru, invoices can be issued for every transaction, for example:
extending membership
selling products
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.
There are two ways:
The member can add them himself in his app (My profile tab)
Invoice details can be added by gym crew. (Members -> Select the member -> Edit his 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 😉
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.
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.
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.
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:
Introduction
When can you issue an invoice
Who can you issue the invoice to
How to add invoice details to the members profile
How to delete invoice details from the member's profile
How to issue the invoice for extending membership
How to issue an invoice for selling a product
How to find the invoice that was already created
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)
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:
Updated on: 01/03/2024
Thank you!