Note: Invoices can only be created for Active users or teams. If you try to add an invoice for an Unconfirmed Lead or Inactive account, the "+" button will be disabled and you will see the message "Invoice management is only available for active accounts."
To invoice someone who is not yet a member, you'll first need to set them to Active — be aware this may trigger any onboarding automations you have set up.
When you assign a team or a user to a plan, monthly recurring invoices will be automatically generated. When you need to charge users and teams in one-off instances (ie. Event bookings or 1 time membership charges), you can create a manual invoice for their account.
1. Select Users from the left-hand menu (then click on the Teams tab if searching for a team)
2. Click on the user or team and navigate to the Invoice section of their account panel.
3. Click the '+' icon
4. This will open a new tab with a new invoice
5. Click the Add items button to add your custom charge to this invoice
6. Select the Due date for the invoice and include any notes
7. Select Finalize invoice in the bottom right corner
8. Once finalized, click Action in the top right corner and select Send invoice. This will email the invoice to your user/team.
Note: If the invoice was set to be due today, the user will receive an email right away notifying them of the invoice and be able to pay for it immediately. If the invoice is due in the future, the user will receive an email notifying them, but they won't yet be able to pay for it.
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