> ## Documentation Index
> Fetch the complete documentation index at: https://docs.whop.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Send an invoice

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

Create an invoice on Whop in a few seconds. You can bill customers upfront for a service or provide an invoice before payment.

## How to create and send an invoice

<Steps>
  <Step title="Navigate to 'Invoices'" titleSize="h3">
    * Go to your **Dashboard** and select **Invoices** in the **Payments** section.
    * Select **+ Create invoice.**
  </Step>

  <Step title="Add customer details" titleSize="h3">
    * Select the **Find or add a customer** dropdown menu. - Select an existing
      customer in the dropdown, or select **+ Add new customer** and enter their
      email and name.
  </Step>

  <Step title="Add due date" titleSize="h3">
    Select the dropdown menu under **Due date** and choose when the invoice will
    become due for payment.
  </Step>

  <Step title="Add description" titleSize="h3">
    Add a clear description of what you're billing for — your customer will see
    this on their invoice.
  </Step>

  <Step title="Add amount" titleSize="h3">
    * 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. Whop sends an invoice for the first
      payment and automatically charges all following payments (customers
      receive receipts for these payments, not new invoices). If you select
      *Recurring*, you'll need to choose how often Whop charges the customer (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 choose 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).
  </Step>

  <Step title="Pass processing fees (optional)" titleSize="h3">
    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, Whop adds payment processing fees to the total invoice amount.
  </Step>

  <Step title="Send invoice" titleSize="h3">
    When you are happy with the email and checkout link previews, and you're sure all the details are correct, select **Send invoice**. Your customer will immediately receive the invoice in their email inbox.
  </Step>
</Steps>

## How reminders work

When an invoice passes the due date, Whop sends reminders to 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

1. Go to your Invoices dashboard.
2. Find the invoice you want to void.
3. Select the three-dot menu on the right, then select **Void invoice**.
4. Once voided, the invoice no longer accepts payment.

## How to download an invoice

1. Go to your **Invoices** dashboard.
2. Find the invoice you want to download.
3. Select the three-dot menu on the right, then select **Download PDF**.

## Tracking invoices in your dashboard

Your dashboard shows every invoice and its status across all your customers, so you always know which invoices customers paid and which remain outstanding.

### Statuses

* **Open:** Whop created and delivered the invoice, but the customer hasn't paid it yet.
* **Paid:** The customer paid the invoice.
* **Past due:** The customer didn't pay the invoice by the due date. They can still pay it 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:** Select **Edit** in the top right to choose which columns to display, such as invoice number, customer name, email, created date, or due date. Drag columns to reorder them so the most important details appear first.

### Export invoices for your records

1. Select **Export** in the top right of the dashboard.
2. Choose your time zone (local or Coordinated Universal Time).
3. Select a date range (today, last 7 days, last month, or custom).
4. Pick which columns to include, or export all.
5. Select **Export** to download a CSV file you can use for accounting or record-keeping.