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Your business might send customers an invoice upfront for a specific service. A customer might also require an invoice before making a payment. In either case, you can create an invoice on Whop in a few seconds.

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How to create and send an invoice

2

Add customer details

  • 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.
3

Add due date

Select the dropdown menu under Due date and select when the invoice will become due for payment.
4

Add description

Add a clear description of what you’re billing for — your customer will see this on their invoice.
5

Add amount

  • 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. The customer receives an invoice for the first payment, and Whop 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 to charge 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).
6

Pass processing fees (optional)

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 selected, the total invoice amount includes the payment processing fees.
7

Send invoice

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.
The customer pays a 5% service fee on invoices, which is automatically added on to the invoiced amount. This service fee is to cover the cost of payment processing.

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How reminders work

When an invoice passes the due date, Whop’s invoice reminders start at certain intervals. Whop reminds 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.

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How to cancel / void an invoice

1

Go to Invoices

Go to your Invoices dashboard
2

Find the invoice

Find the invoice you want to void
3

Void the invoice

Select the three-dot menu on the right and select Void invoice
4

Done

After you void the invoice, the customer can no longer pay it

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How to download an invoice

1

Go to Invoices

Go to your Invoices dashboard
2

Find the invoice

Find the invoice you want to download
3

Download PDF

Select the three-dot menu on the right and select Download PDF

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Tracking invoices in your dashboard

Your dashboard gives you a full view of every invoice and its status across all your customers. You can see which customers paid and which invoices remain outstanding.

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Statuses

  • Open: Whop created and delivered the invoice, but the customer hasn’t paid yet.
  • Paid: The customer paid the invoice.
  • Past due: The customer didn’t pay the invoice by the due date. The customer can still pay 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.

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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.

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Export invoices for your records

1

Select Export

Select Export in the top right of the dashboard
2

Choose your time zone

Select local or UTC
3

Select a date range

Choose today, last 7 days, last month, or a custom range
4

Pick columns

Pick which columns to include, or export all
5

Download

Select Export to download a CSV file you can use for accounting or record-keeping