Your coworking space app allows automating invoicing through plans.

An invoice can contain some of the following items:

Recurring membership fees from the assigned membership plan
Recurring add-ons added upon the plan
Upcoming invoice items for the next day, week, or month (according to the plan period)
Manually added one-off fees.
Fees resulting from the company's use or personal use of the services added to invoice.

To use invoicing, follow the instructions below.

Assign a plan

To enable invoicing for a company or a member, first, assign a plan.

Plan name and add-on names will be used for the invoice items added from the plan. Consider a plan name and add-on names your customers will recognize.

Create "New Add-on" to automatically create the invoice item that will be recurring during all the plan period as many times as the plan is repeated.
Specify price for the plan to automatically create the invoice item for recurring membership fees.
Enable "Auto-Invoice" to finalize the invoice and alert a customer that it's time to pay.
Enable services that you want to be added to the invoice in "Pay with Invoice" section. Members will be able to include various expenses into an upcoming invoice. Company managers can enable or disable a company invoice usage for company members.

Send the first invoice

Once you assign a plan with a price stated, your app will create the first invoice and auto-include the plan item and add-ons (if they were previously created). You can either send it to a company manager for payment by pressing on "Make Ready for Payment" or delete it. 

If you press "Make Ready for Payment," a member or a company manager will receive an email and a push notification to pay. If you enable "Auto-Invoice" in a plan, an invoice will be made ready for payment automatically when the plan starts. If "Auto-Invoice" is enabled in the plan for the future date, you can still manually make invoice ready for payment earlier than the plan starts. 

If a member presses  Pay, they are taken to the invoice payment page:

Once the payment is confirmed, the invoice is automatically marked as paid.

Manually add one-off invoice items

Follow the steps below.

Go to Community > Companies or Members
Open a profile and tap Invoices.
Select an invoice which is not ready for payment and tap Create Item. Type item name, unity price, add quantity. The item name will appear on the invoice.
Press "Make Ready for Payment" to send an invoice to the member or company manager for payment. It's not possible to make the invoice ready for payment if no items were added.

Adding one-off expenses is only possible for invoices that weren't yet made ready for payment.

Pay with invoice

In each company or personal plan you can allow to include room, desk, event, credits and shop fees into an upcoming invoice. To let your members pay for services with invoice, follow the steps below.

Go to Community > Companies or Members.
Select a profile and locate the "Plan" section.
If a plan isn't assigned yet, tap Assign and configure the plan. Enable the necessary option below "Pay with Invoice" section at the bottom of the Assign plan page.
If a plan is already assigned, tap the plan button, scroll down to the "Pay with Invoice" section, and enable the necessary options.
Optionally, company managers can restrict the usage of paying for services with invoice for company members on Membership > Settings page.

Once a plan starts, company members will immediately see the "Company Invoice" or "Personal Invoice" payment option:

Members can review the upcoming invoice in real-time on Membership > Invoices page.

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