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Growth Suite: Invoices

Updated on July 28th, 2022

Here you can find all things invoice-related on Growth Suite. Please reach out to support if your question is not answered in this help doc!


 


Setting up invoices

  1. Select the client you’d like to bill and attach a site if applicable.
  2. Select the billing frequency of the invoice (one-time or recurring? If recurring, how often should your client receive their bill?) and currency (what currency will you be billing this particular client in?). Give the invoice a name. This will appear both on the invoice itself and in the email sent to your client (“Your invoice, [invoice name], is due”).
  3. Next, add services. We recommend you use the services that you have set up in your service library to create predictable revenue, however, we understand that can’t always be the case. You can also add custom line items to the invoice (with or without a tier)!

    Note

    Not sure what a service is? Check out this help doc!
  4. Once the services have been added, you’ll have the option to add a discount. You can choose to add either a percentage or whole amount. Then, choose how many billing cycles you’d like the discount to be applied for.

Sales tax
You can also easily apply tax to the invoice. Tax will be applied to the post-discount invoice amount.

Submit the invoice to your client
Once you send the invoice to your client, they will receive an email inviting them to create an account in your client portal and accept the invoice.[/helpstep]

Note

Curious what invoice emails look like? You can check out a preview of all the emails Growth Suite will send to your clients here:

Check out our Invoices video:


Manually mark an invoice as paid

Occasionally, clients will pay by check or through an alternate billing software. When this happens, you can manually mark these invoices as “paid” within Growth Suite to avoid confusion.

  1. On the Growth Suite dashboard, go to the client, find the subscription, and click Details.
    click details
  2. From the 3-dot menu, select Mark as Paid.
  3. Confirm that you’d like to mark the invoice as paid. Reminder: this action cannot be undone!
  4. That’s it! You’ve successfully marked the invoice as paid, and a receipt will be available in Billing History.

Note

Upon marking an invoice as paid, it counts towards your dashboard revenue calculations and projections, including your Average Revenue Per Client (ARPC), total revenue earned, and Monthly Recurring Revenue (MRR).

There are numerous reasons why you or your clients may want PDF copies of invoices and receipts.

Perhaps you’d like to manually send your client a PDF invoice for a more personal touch, or your client may request a PDF receipt to pass on to their accounting department for approval. Of course, having receipts in PDF format on hand is good practice for general file keeping.

With Growth Suite, both you and your clients have access to PDFs of all upcoming and current invoices as well as previous receipts.


Download an invoice

  1. On the Growth Suite dashboard, go to the client, find the subscription, and click Details.
  2. Hover over the 3-dot menu and select Download Invoice.

Note

This applies to all Pending, Scheduled, and Active subscriptions. Learn more about invoice statuses here.

Download a receipt

  1. On the Growth Suite dashboard, go to the client, find the subscription, and click Details.
  2. Scroll down to the Subscription History section, hover over the 3-dot menu, and select Download Receipt.

Clients access to invoices/receipts via the portal

Your clients also have the ability to download invoices and receipts in the Client Portal

  1. During the invoice acceptance flow, your clients can download an invoice prior to accepting it and making payment.
  2. For active subscriptions, your client can download the upcoming invoice from the Subscription Details area.
  3. Your clients can download receipts from the 3-dot menu on the Billing History tab.

Invoice statuses

From initial generation to payment failure, invoices can find themselves in a varying number of statuses. There are 6 common statuses within Growth Suite:

Active

This subscription is active and will continue to charge your client’s payment method on file on the recurring cadence. No action to take here – just sit back and relax!

Pending

This subscription is awaiting client action. Your client has been notified to log into the client portal and accept the invoice as well as upload a payment method if there isn’t already one on file.

Scheduled

The subscription has been accepted by your client and is ready to begin on the scheduled start date. No action is needed here as we will handle the charge behind the scenes on the expected due date that you selected.

Cancels [date]

The subscription is still active, however, it will not renew again when the current billing cycle ends. It is set to cancel on the date provided in the grey label.

Canceled

The subscription is no longer active, your client is no longer being charged, and you are no longer receiving this revenue. Both you and your client can still access previous receipts associated with this invoice if applicable.

Unpaid

We were unable to process the payment and have notified your client via email. More than likely, their payment method on file needs to be updated. You can do this on your end when viewing their Client information or they can log into the client portal and update it.

Draft

The invoice has been created and soon will be charged. This status should not appear for longer than a few hours. Once the charge attempt as has been made, then it will change to either Paid or Unpaid status.


Schedule an invoice

  1. Select Schedule a date and enter the invoice due date.
  2. Finalize the invoice and you’ll now see it’s in a Pending state.
    Your client will immediately receive an email asking them to log in to the client portal and accept the invoice. 
  3. Your client logs in to the client portal and approves the invoice.

    Note

    When your client accepts the invoice prior to the due date, they won’t be charged until the date you set, but they can set up their payment methods in advance.
  4.  Once the client approves, the invoice is now in the Scheduled state in both the client portal and the Flywheel app. You’re all set!

The client approves the invoice after the due date

What if your client doesn’t approve the invoice before the scheduled due date? No worries, Growth Suite will backdate the invoice once they log in and accept it. Here is an example of a client who missed 4 monthly billing cycles before accepting the invoice:


Still need help?

If you have any questions get in touch with your Account Manager or reach out to Flywheel’s support team, we’d love to help!

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