Manually create invoices

Learn how to manually create invoices on Wajooba.

When processing payments for memberships on your Wajooba account, it automatically creates an invoice for the transaction. We know that some situations may occur, and you’ll need to manually create an invoice for your students, customers, or vendors. We’ll help you how.

You can manually create an invoice for your students and vendors for transactions with miscellaneous items, courses or products with different prices than the ones you set, or when processing a combination of multiple products and courses.

Manually create invoices

Here’s how you manually create an invoice.

  1. Go to Invoices and select the plus ⊕ icon from the upper right corner of the page.
  2. In the Invoice ID field, enter the invoice number for the transaction.

    The system randomly assigns an invoice number that has not been previously used. You can opt to use the random number, or you can enter an invoice number.

  3. In the Invoice Date field, enter the date for the invoice.

    By default, the system assigns today’s date as the invoice date. If you want to edit this, select the  Calendar icon and pick a date.

  4. From the right side of the page, select Add a Customer and find your customer using their name, email address, or phone number.
  5. In the Item Name field, enter the name of the items being purchased. Modify the Quantity and the Price in its respective fields.

    To add multiple items, select  Add an item. If you need to remove an item, select the trash icon at the end of the item.

  6. (Optional) To include sales taxes, select the Is Taxable checkbox. You can modify the amount or percentage of the sales tax from Payment Settings.
  7. Select the applicable currency for the transaction. If you need to update your available currencies, you can update it from your Payment Settings.
  8. (Optional) To add more details about the transaction, you can enter it in the Notes/Memo field. 
  9. Select Submit.

Awesome! You just created an invoice.

This will show as “Pending” on your end. Your student, customer, or vendor can pay it from their end, or you can process the payment on their behalf

Created by: Paul Romuel Danila
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