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Create and send an invoice

Create, send, and modify invoices from arketa!

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. Customers do not need to be current members to receive an invoice.

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. Customers do not need to be current members.

  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

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

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

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

  11. 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

Custom Billing Scenarios

One-Time or Prorated Charges

  • Use the steps above to create an invoice for a one-time or prorated amount. Adjust the pricing and quantity as needed.

Remaining Balances

  • Add a one-time line item for the remaining balance (e.g., $360).

  • To charge the client’s card on file immediately, select the option to process the payment during invoice creation.

Event or Project Billing

  • Invoices can be used for events, corporate packages, or other projects.

  • Navigate to Setup > Pricing Options > Add New > Invoice, or create the invoice directly from the client’s profile.

  • Enter the invoice details and send it to the client.

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