Invoices

Invoices are for billing situations that don't fit your standard pricing options — custom work, corporate packages, one-off project billing, or any time you need to charge a specific amount to a specific client or organization.

Create and send an invoice

1. Go to Setup → Pricing Options or from the client's profile

2. Click Add New → Invoice

3. Fill in:

   • Recipient — client name or email - Line items — what you're charging for and the amounts - Due date — when payment is expected - Notes — any instructions for the client

4. Send the invoice

The client receives an email with the invoice and a link to pay by card.

Invoice vs. other pricing options

| | Invoice | Class pack | Membership | |---|---|---|---| | Set up once | No | Yes | Yes | | Per-client custom billing | Yes | No | No | | Auto-renews | No | No | Yes | | Best for | Custom work, one-offs | Class access | Recurring clients |

Tracking invoice status

Invoices show a status — sent, viewed, paid, or overdue. You can view all outstanding invoices from your payment reports. See invoices for more on managing payment.

Cash or manual payment

If a client pays in cash or by check, you can manually mark the invoice as paid. See cash payments.