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Create and send an invoice
Create and send an invoice

Create, send, and modify invoices from arketa!

Updated over a week ago

1. Overview

With arketa you can now streamline your business even further with invoicing with 135+ currencies and over 20 types of payment including credit, debit and ACH payments.

Invoicing is great for everyone from corporate clients, schools/education, private parties and collecting quick payment for private sessions.

2. Create an invoice

You can create an invoice quickly by doing the following

  1. Tap on Beyond Classes > Invoices

  2. "Create Invoice"

  3. Find a customer by name/email or tap "Add new customer" to add a new client on the fly

  4. Select any pricing option such as a package, subscription, community or tap Add one-time item to create a single, one-time item.

  5. If adding a one-time item, edit the pricing and quantity.

  6. Add a Memo to add more information to the customer on what they are purchasing. (Optional).

  7. Select the delivery option for the customer

    1. Automatically charge a payment method on file will charge the customer with their default payment method, method of your choice or a new card

    2. Email invoice with link - will email the customer a payment page and PDF of the invoice. You can always add multiple emails here.

  8. Due date - choose what day you'd like the client to pay by. Clients can still pay for an invoice after the due date.

  9. Tap "Create Invoice" to send the invoice to a customer

What payment methods are supported?

  • Credit card

  • Debit card

  • ACH. Credit

  • ACH Direct Debit

  • Bacs Direct Debit

  • Bancontact

  • BECS Direct Debit

  • EPS

  • FPX

  • Giropay

  • iDEAL

  • Pre-authorized debits

  • Przelewy24

  • SEPA Direct Debit

  • Sofort

  • Bank transfers

  • Mexico bank transfers

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