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How to create and send invoices

Updated this week

Overview

Invoices are a quick and efficient way to send payment requests directly to your customers without using traditional checkout links.

Prerequisites

  • Access to Whop dashboard

  • Customer information

  • Product details

  • Payment collection preferences

Step-by-Step Process

1. Navigate to Invoices

  • Go to your Whop dashboard

  • Scroll down to the "Invoices" section

  • Click on "Create your first invoice"

2. Fill Out Invoice Details

Customer Information

  • Enter customer email address

  • Select the specific product to invoice

Payment Collection

Choose a due date:

  • Today

  • Tomorrow

  • 7 days

  • 14 days

  • 30 days

  • 60 days

  • Custom date

Invoice Description

  • Add a clear description (e.g., "Invoice for Coaching Call")

3. Pricing and Options

Pricing Type

  • One-time payment

  • Recurring payment

Advanced Options

  • Pre-checkout questions

  • Post-checkout redirects

  • Payment methods:

    • ACH

    • Platform balance

    • Financing (if available)

4. Generate and Send

  • Review all details

  • Click "Create Invoice"

  • Send unique invoice link to customer

Pro Tips

  • Double-check all invoice details before sending

  • Use clear, concise descriptions

  • Select appropriate payment terms

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