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# Send an invoice

> Learn how to create, send, and track invoices on Whop

Whether your business sends customers an invoice upfront for providing a specific service, or the customer requires an invoice before making payment,
you can create an invoice on Whop in a few seconds.

## How to create and send an invoice

#### Navigate to 'Invoices'

* Go to your **Dashboard** and click **Invoices** in the **Payments** section.
* Click **+ Create invoice.**

#### Add customer details

* Click the **Find or add a customer** dropdown menu. - Select an existing
  customer in the dropdown, or click **+ Add new customer** and enter their
  email and name.

#### Add due date

Click the dropdown menu under **Due date** and select when the invoice will
become due for payment.

#### Add description

Add a clear description of what you're billing for — your customer will see
this on their invoice.

#### Add amount

* Choose whether it's a **One-time** or **Recurring** payment: - **One-time:**
  The customer receives a single invoice with the amount you set. -
  **Recurring:** Creates a subscription. An invoice is sent for the first
  payment, and all following payments are charged automatically (customers
  receive receipts for these payments, not new invoices). If you select
  *Recurring*, you'll need to choose how often the customer is charged (e.g.
  every 7 days, monthly, quarterly, yearly, or a custom billing cycle). -
  **Enter the amount:** Type in the price and use the dropdown to set the
  currency. - Configure advanced options: - **Ask questions before checkout:**
  Collect information from customers before they purchase. - **Redirect after
  checkout:** Send customers to a specific page after they complete checkout. -
  **Payment methods:** Choose how your customer can pay the invoice — options
  include card, ACH, platform balance, financing (apply for access), PayPal, or
  crypto (setup required).

#### Pass processing fees (optional)

You can pass payment processing fees on to the customer by checking the box
next to **Pass payment processing fees on to the customer**. When this is
checked, payment processing fees will be added to the total invoice amount.

#### Send invoice

When you are happy with the email and checkout link previews, and you're sure all the details are correct, click **Send invoice**. Your customer will immediately receive the invoice in their email inbox.

The customer pays a 5% service fee on invoices, which is automatically added on to the invoiced amount. This service fee is to cover the cost of payment processing.

## How reminders work

When an invoice passes the due date, Whop's invoice reminders kick in at certain intervals. We'll remind your customers after:

* 3 days
* 7 days
* 14 days
* 30 days
* 60 days

If the invoice is still unpaid after 120 days, it will be automatically voided.

## How to cancel / void an invoice

#### Go to Invoices

Go to your **Invoices** dashboard

#### Find the invoice

Find the invoice you want to void

#### Void the invoice

Click the three-dot menu on the right and select **Void invoice**

#### Done

Once voided, the invoice can no longer be paid

## How to download an invoice

#### Go to Invoices

Go to your **Invoices** dashboard

#### Find the invoice

Find the invoice you want to download

#### Download PDF

Click the three-dot menu on the right and select **Download PDF**

## Tracking invoices in your dashboard

Your dashboard gives you a full view of every invoice and its status across all your customers, so you always know what's been paid and what's still outstanding.

### Statuses

* **Open:** The invoice has been created and delivered to the customer, but it has not been paid yet.
* **Paid:** The invoice was paid by the customer.
* **Past due:** The invoice was not paid by the due date. It can still be paid for up to 120 days after the due date.
* **Void:** The invoice was either canceled manually or automatically after being past due for 120 days.

### Customize your invoices dashboard

* **Filters:** Use the filters at the top of the table to only see invoices by status (e.g. Open, Paid, Past due) or by collection method (e.g. Send invoice vs Charge automatically).
* **Edit the table view:** Click Edit in the top right to choose which columns to display, such as invoice number, customer name, email, created date, or due date. Drag and drop to reorder columns so the most important details appear first.

### Export invoices for your records

#### Click Export

Click **Export** in the top right of the dashboard

#### Choose your time zone

Select local or UTC

#### Select a date range

Choose today, last 7 days, last month, or a custom range

#### Pick columns

Pick which columns to include, or export all

#### Download

Click **Export** to download a CSV file you can use for accounting or
record-keeping