Invoice Settings

customise how payment invoices and receipts look when generated for your members ⚙️ accessing invoice settings go to settings → invoice settings 🔧 what you can customise club details on invoice setting description club name appears at the top of every invoice registration number business/company registration number — set under settings → general address your club's physical address phone contact number shown on invoice email contact email shown on invoice tax/gst number if applicable invoice logo upload a separate logo to appear on downloaded pdf invoices and receipts this is set under settings → branding → invoice logo — separate from your main club logo and email logo format png or jpg only — svg is not supported in pdf generation recommended size 200×50px (wide and short, like a letterhead logo) if no invoice logo is uploaded, no logo appears on pdfs to remove a logo, click the trash icon on the uploaded image invoice notes add a footer note that appears at the bottom of every invoice examples "thank you for your continued support!" "payments are non refundable " "for queries, contact us at mailto\ admin\@yourclub com " invoice number format set how invoice numbers are generated prefix — letters, numbers, and the characters , / , are supported (e g inv , abc/ , club ) starting number — e g start from 1001 auto increment — each new invoice gets the next number number padding — zero pad numbers to a fixed length (e g padding of 4 gives 0001 , 0010 , 0100 ) example with padding of 4 inv 0001 , inv 0002 , inv 1000 invoice and receipt numbers have separate padding settings — configure them independently under settings → payment types payment due date control how due dates are calculated for generated invoices three modes are available mode how it works days after creation due x days after the invoice is generated (e g generated apr 1 with 10 days → due apr 11) end of billing month due on the last day of the billing month (e g august billing → due aug 31) fixed day of billing month due on a specific day of the billing month (e g day 5 → feb billing due feb 5, aug billing due aug 5) configure under settings → payment types → payment due date invoice grouping control how recurring invoices are generated when a student is enrolled in multiple classes mode behaviour per class enrollment (default) one invoice per class — a student in 2 classes gets 2 separate invoices per student one consolidated invoice per student — all class fees appear as line items on a single invoice configure under settings → payment types → generate invoice per changing the grouping mode only affects newly generated invoices existing invoices are not modified pdf email attachments control whether invoice and receipt pdfs are attached to outgoing emails setting what it does attach invoice pdf to new invoice email when a new invoice is generated, the pdf is attached to the notification email sent to the member attach receipt pdf to payment confirmation email when a payment is marked paid, the receipt pdf is attached to the confirmation email configure these under settings → payment types → \[payment type] → email settings 📄 downloading invoices members can download a pdf of any payment invoice from my payments → select a payment → download invoice admins can download from club → payments → select a payment → download invoice 📋 invoice vs receipt the document title changes automatically based on payment status document when invoice payment is pending or unpaid receipt payment has been confirmed/paid both use the same invoice settings for layout and club details package payments for package based payments, the pdf includes package name as the line item payment type (e g "package") number of sessions included package validity period (e g "valid for 3 months") bill to if a student has a linked guardian, the pdf shows a separate bill to section with the guardian's name, email, and phone — in addition to the student's details