Invoices

Effectively managing and customizing invoices is essential for tracking payments and delivering a professional experience to members. MemberDash provides tools to view, create, and customize invoices directly from the WordPress dashboard, making financial tracking straightforward and adaptable to your business needs.

Viewing Invoices

To access all invoices:

1. Go to MemberDash > Billing in the WordPress dashboard.
2. Review the list of invoices, which includes:
   • Invoice Number
   • User
   • Membership Status
   • Discount
   • Total Amount
   • Due Date
   • Payment Gateway

Additional Options:

• Create a New Invoice: Click the Create Membership button to manually generate an invoice.
• Transaction Logs: View detailed payment records by accessing the transaction logs.

Customizing Invoice Details

Invoice customization ensures that emailed invoices align with branding and legal requirements.

To update invoice settings:

1. Go to MemberDash > Settings > Payment.
2. Customize the following:
   • Preferred Currency
   • Invoice Sender’s Name
   • Billing Address
   • Company Name
   • VAT/TAX Number

These details will automatically appear on all invoices sent to members.

Additional Invoice Settings

MemberDash offers advanced control over invoice ID generation through the Additional Invoice Settings module.

How to Enable:

1. Go to MemberDash > Modules.
2. Toggle on Additional Invoice Settings to unlock additional configuration options.

Invoice ID Formats:

• Combined ID Generation: Use both a custom prefix and progressive numbering for highly structured IDs.
• Basic ID Generation: Sequential numbering by default.
• Progressive ID Generation: Invoice numbers increase continuously, based on the total number of invoices in the system (prevents gaps).
• Custom ID Generation: Apply a custom prefix to each invoice number.
  • Example: ACME-1001, ACME-1002
• Combined ID Generation: Use both a custom prefix and progressive numbering for highly structured IDs.

MemberDash makes it simple to manage invoices with options to view, create, and fully customize invoice details to match business and branding requirements. For organizations needing more control, the Additional Invoice Settings module offers flexible ID formatting to support detailed record-keeping and compliance needs.