How to create and send an invoice
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.
Add due date
Select the dropdown menu under Due date and choose when the invoice will
become due for payment.
Add description
Add a clear description of what you’re billing for — your customer will see
this on their invoice.
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. Whop sends an invoice for the first payment and 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 Whop charges 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).
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
checked, Whop adds payment processing fees to the total invoice amount.
How reminders work
When an invoice passes the due date, Whop sends reminders to your customers after:- 3 days
- 7 days
- 14 days
- 30 days
- 60 days
How to cancel / void an invoice
- Go to your Invoices dashboard.
- Find the invoice you want to void.
- Select the three-dot menu on the right, then select Void invoice.
- Once voided, the invoice no longer accepts payment.
How to download an invoice
- Go to your Invoices dashboard.
- Find the invoice you want to download.
- Select the three-dot menu on the right, then select Download PDF.
Tracking invoices in your dashboard
Your dashboard shows every invoice and its status across all your customers, so you always know which invoices customers paid and which remain outstanding.Statuses
- Open: Whop created and delivered the invoice, but the customer hasn’t paid it yet.
- Paid: The customer paid the invoice.
- Past due: The customer didn’t pay the invoice by the due date. They can still pay it 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.
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.
Export invoices for your records
- Select Export in the top right of the dashboard.
- Choose your time zone (local or Coordinated Universal Time).
- Select a date range (today, last 7 days, last month, or custom).
- Pick which columns to include, or export all.
- Select Export to download a CSV file you can use for accounting or record-keeping.