How to Invoice a Client
frequently asked question
How to Manually Invoice a Client for a Class Booking in WooCommerce
Step 1: Create a New Order
- In your WordPress dashboard, go to WooCommerce → Orders.
- Click “Add Order” at the top.
- In the Order Details section:
- Change the Order Status to Pending Payment (so the customer can pay later).
- Set the Customer (start typing their name/email if they are a previous buyer, or manually enter their details).
Step 2: Add the Class to the Invoice
- Click “Add Item(s)” → “Add Product(s)”.
- Search for the class WooCommerce product and add it to the order.
- Adjust the quantity if the customer is booking multiple seats.
- (Optional) Apply a discount if needed.
Step 3: Send the Invoice to the Client
- Scroll to the Order Actions box (right side of the screen).
- Select “Send order details to customer” from the dropdown.
- Click “Save Order” and then “Update”.
- The customer will receive an email with a “Pay Now” link to complete the booking.
What Happens Next?
- The client receives an email with a link to pay via WooCommerce checkout.
- When they pay, the order status automatically updates to Processing or Completed.
- You can view and manage orders under WooCommerce → Orders.