Invoices
Guides for Invoices
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 do I view or download a past invoice?How to view or download invoices from the Coworks admin dashboard.
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