Invoices
Anyone who buys from you will sooner or later need an invoice, whether it's for their accounting, a tax return, or a reimbursement from their employer. Instead of emailing you to ask for one, your members get every invoice themselves, straight from their member portal, at any time.
How members find their invoices
- The member signs in to your member portal.
- They open the My account menu at the top right, next to their name.
- They click Invoices. A list opens showing every purchase, with the product name, the date, and the amount paid.
- They click the download icon next to a purchase to save the invoice.
That's all it takes. The invoice carries your business details, so it's ready to be filed or forwarded as is.
Refunded purchases
If you've refunded a purchase, that invoice stays in the list with a Refunded label, so the member always has an accurate record of what they paid and what was returned.