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 area, at any time.
How members find their invoices
- The member signs in to your member area.
- On the home page of their member area, they open the My account menu at the top right.
- They click Invoices. A list opens showing every paid purchase, with the product name, the date, and the amount paid.
- They click the download icon next to a purchase to save the invoice.
The invoice carries your business details, so it's ready to be filed or forwarded as is. If you collect VAT (see Collect VAT), the invoice also shows the amount before tax, the VAT, and the total, so your customer has everything their accountant needs.
Find an invoice from your dashboard
You can also get an invoice yourself, for your own records or for a customer who asks you for it.
- Open the Sales page of your dashboard.
- Hover over the sale and click the ⋮ menu at the end of its row.
- Click Download invoice to save it, or Send invoice to customer to email it to them directly.
These two options only appear for sales that have an invoice.
Refunded purchases
If you've refunded a purchase in full, 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. A partial refund doesn't change the invoice: it stays in the list as it was issued, without the label.