Invoice Configuration

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Invoices can be customized to fit your business's needs. Below are some of the options available for Invoice Configuration. 

In this article, we will cover:

 

Member Invoice Date 

Admins have the ability to set a default billing date for membership invoices. This date can be adjusted for each individual basis. 

To set your default Members Invoice Date:

  1. Go to Financial > Settings
  2. Within the Invoice Configuration tab > Member Invoice Date
  3. Select the default date from the drop-down menu. The options are:
    • 1st of the Month
    • 15th of the Month
    • Last day of the Month
    • Membership start day
  4. Click Save 
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Invoice Auto-Bill

Admins have the ability to set an auto-bill limit for both credit card and bank account transactions. Once an invoice has reached this limit, auto-bill will automatically be turned off for an invoice. 

To set your default Auto-Bill limits:

  1. Go to Financial > Settings
  2. Within the Invoice Configuration tab > Invoice Auto-Bill
  3. Select the limit from the drop-down menu for both credit cards and bank accounts. You can have different limits for each type of transaction. The options are:
    • Until successful payment 
    • 1 time 
    • 3 times
    • 5 times
    • 10 times
    • 20 times 
  4. Click Save 
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Invoice Footer

Admins can edit the invoice footer applied to all invoices created in Wodify. The invoice footer is optional but is often used as a place to thank customers or tell them any other information.  

To edit your invoice footer: 

  1. Go to Financial > Settings
  2. Within the Invoice Configuration tab > Invoice Footer
  3. Update the Invoice Footer field
  4. Click Save
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All new invoices, either created manually or through payment processing, will include your footer.

 

Currency Configuration 

Admins can set a currency symbol, precision, decimal symbol, and separator for their business' invoices.

To edit your currency configuration : 

  1. Go to Financial > Settings
  2. Within the Invoice Configuration tab > Currency Configuration
  3. Update the Currency Configuration field. An example of what the currency will appear as on an invoice will populate in the Example textbox. 
  4. Click Save
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If you need any additional assistance with Invoice Configuration, feel free to reach out to us at support@wodify.com.

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