Invoices
Guides for Invoices
By DeShawn1 author24 articles
- How to create a one-off invoice and pause the next invoice created by a membershipHow to create a one-time invoice or charge, and pause the next invoice that would be created by the membership.
- How to view and sort invoicesHow to see all of your invoices, filter them by status, and sort them based on creation date, due date, or amount.
- How to remove pending invoice items from an upcoming invoiceHow to edit a team's next invoice and delete pending invoice items or prorations.
- How to set up emailed invoice receiptsHow to add email addresses to receive emailed receipts for a team's recurring billing invoices.
- What do the invoice statuses mean?This article will explain what the different statues of invoices mean.
- How to exempt invoices or teams from incurring custom feesHow to prevent or skip custom fees from being charged on specific invoices or for specific teams.
- How do I resend an invoice?Instructions for how to resend or re-download an invoice.
- How do I close or delete an invoice?How to close, delete, or remove a previously sent charge or invoice.
- How do I view an upcoming invoice?How to preview a team's next invoice in the Coworks dashboard.
- How To Update An Existing InvoiceHow can I change, update, or edit an invoice sent to a member or team?
- Invoices and their lifecycleCurious on the different options for invoices and how they are created? Curious about the possible statuses of an invoice?
- How to issue invoice credit notes to reduce the invoice amountHow to edit an existing unpaid invoice to reduce the amount due by issuing credit notes on the line items
- What are Paused invoices?What is the Paused invoice status, how does it happen, and what does it mean for my money and future invoices?
- Why do customer invoices have a Wells Fargo ACH payment link on them?Noticing a strange Wells Fargo account at the bottom of customer invoices when you have a different bank?
- How to set up invoice payment reminder emails before sending invoicesSet up automated reminder emails for upcoming invoices to inform customers when they will next be invoiced
- How do I customize my invoices (branding, footers, memos, etc.) in StripeHow to customize your branding, footers, memos, and payment terms for invoices that are sent to customers from Stripe via Coworks.
- How to Utilize Internal Notes on InvoicesWhere to find (and how to update) internal notes on invoices.
- How do I create a one-time invoice or charge?How to charge or email a one-time invoice to members, or bill guests (non-members) for one-off purchases or non-recurring invoices.
- How do I share a link to a hosted invoice page?How to find the shareable URL for an invoice.
- How can members view or pay invoices and download invoice receipts?Team admins can view and pay their invoices or download invoice receipts directly in the member mobile app.
- Why is there a $0 "Marked Paid" invoice?Noticing a strange $0 "Marked Paid" invoice that you don't recall creating or manually marking as paid?
- How do I add addresses to invoices?How to add mailing addresses for members and contacts to invoices for VAT and other reimbursement purposes
- How do I view or download a past invoice?How to view or download invoices from the Coworks admin dashboard.
- How do members view and access invoices?How members can view their history of invoices and receipts or pay outstanding invoices from the member mobile app.