This is available on Subscription Tiers: 

Engage, Grow, Promote, Free Unlimited, Essentials, Accelerate, & Ultimate.

Why This Matters

Creating an invoice in Wodify gives you the flexibility to create a customized invoice as needed for clients, leads, or guests.

This article will cover creating an invoice on a client's profile and also for a guest.

Pre-requisite Pro-Tip

To create a custom invoice, permissions must be either Manager or Admin.

Step-By-Step How To
 

How to Create a Custom Invoice within a Client's Profile

1. Go to People > Clients
2. Search and click the Client Name
3. On the landing tab of the Membership & Payments tab > click + Invoice
4. Select the Payment Due Date
   • (Optionally) Enable Auto Bill
   • Select the Location of Sale (if applicable)
5. Click Save
6. Now, click Actions > Add Line Item
   • You can add multiple line items
   • You can either add items that are already built in Retail or add a Custom Sale
7. For Custom Sale, fill out: Product, Product Name, Revenue Category, and more.
8. Click Save or Save & Add Another Line
9. After creating the invoice, you can click Actions in the top right to add more line items, promo codes, void, email, and print the invoice.

How to Create a Custom Invoice (Guests)

Since guests do not have a client profile, we'll walk you through how to create a manual invoice for them. 

1. Go to Financial > Invoices
2. Click Create Invoice
3. Since we're walking through how to create for a guest, choose Someone Else
4. Enter First Name and Last Name
5. Select the Payment Due Date
   • (Optionally) Enable Auto Bill
   • Select the Location of Sale
6. Click Save
7. Follow steps 6-9 from above.

8. You want to be sure to manually process the invoice for a Guest since you don't have a payment method on file.

   Be sure to click Actions in the top-right 

9. Click Pay Invoice

Scribe

FAQs

1. If I process an invoice for a guest, where can I find it at a later date? If you go to Financial > Invoices, you can locate all previously generated invoices in the software, whether they were automatically or manually created.
2. Why can't I void an invoice? If the void invoice option is missing, the payment was most likely processed. At this time, you can refund the invoice using the same Actions button.

If you need any additional assistance, feel free to reach out to us at support@wodify.com or via Live Chat (if available)